Lucy Samuel is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including Wileybros Aintree Capital and &PARTNERS. Outside of finance, she is a Pilates instructor with Bodyrok. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Marjan Hossein Tehrani is a financial advisor with Wells Fargo Clearing in Tarzana, CA, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Tehrani held positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marc Roggenkamp is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements with employers.

Letitia Sison is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at J.P. Morgan Securities since 1999 and was also employed by JPMorgan Chase Bank, N.A. from 2010 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Trennon Waters is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Monument Associates, Monument Wealth Advisors, and Raymond James Financial Services since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake HOA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Thomas Sutter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 23 years, as well as UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Kent Honey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and proprietary tools to support client planning needs.

George Buza is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He currently works at J.P. Morgan Securities and has previously held roles at First Republic Securities Company and First Republic Bank, where he spent 18 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benn Konner is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021 and previously spent 20 years at J.P. Morgan Securities Inc. along with five years at J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a trustee for family trusts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning that includes tailored strategies supported by firm‑approved tools and models.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

Charles Hutchinson is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 credential and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he has a background as an actor, though this activity is no longer active. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Matthew Nance is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Peter Yanni is a Series 66-registered financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, and previously held roles at Bank of America, Merrill, and Citigroup/Citibank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Destin Thomas is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at City National Securities and several Cetera affiliates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Drew Tsokatos Jr. is a financial advisor with Fidelity, holding the CFP® designation and Series 63 license, with 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company accounts. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Richard Jones is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Merrill since 1999 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a director of the Los Angeles Opera and is an advisory board member of the Music Center Leadership Council. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides both model-based and discretionary investment strategies supported by internal and third-party managers.

Casimir Nocon is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior work experience in the food service industry, including roles at Kizame Sushi and Honshu Sushi. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.