Germaine Watson is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. Her background includes roles in educational programs such as USC TRIO - Upward Bound Saturday Academy and KIPP SoCal Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure.

Steven Keesal is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer and City National Bank before joining RBC Capital Markets. Keesal serves on the boards of several nonprofit organizations, including the Long Beach Area Council Boy Scouts of America and the YMCA of Greater Long Beach. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.

Frank Teng is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advising, he is involved in life insurance related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Zubeen Tukina is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including eight years at Edward Jones and one year at Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management options.

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

Christian Corado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a long tenure with Wells Fargo Bank dating back to 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Talon Love is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, Talon held various roles including positions at American Campus Community and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and offers diverse services including estate planning and access to proprietary investment research.

Sabine De Weijer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Gill is a Planning Consultant at Fidelity Investments, where he focuses on helping individuals and families develop personalized financial strategies. He aims to simplify complex financial concepts to enable clients to make informed decisions about their financial futures. James has extensive experience in the financial services industry, having held positions such as Senior Registered Client Associate at Wells Fargo Advisors from 2019 to 2025, Senior Financial Consultant at TD Ameritrade from 2018 to 2019, Financial Advisor at First Command Financial Services from 2013 to 2018, Equities Trader at ECHOtrade LLC from 1997 to 2012, and Specialist at Pacific Stock Exchange from 1991 to 1997. He holds a California Insurance License. Outside of his professional work, James has interests that include the beach, horseback riding, military service, motorcycles, photography, and traveling.

Alejandro Martinez is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation. He began his career at Charles Schwab Bank and Charles Schwab & Co., Inc. in 2026. Prior to entering the financial industry, Martinez spent several years in education and various roles including positions at the University of Southern California and Kelly Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive integrated structure.

Tadanobu Yasuoka is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera since 2025 and previously held positions at Concourse Financial Group Securities Inc and Foresters Equity Services, Inc. Outside of his advisory role, he serves as president of Daiwa Insurance Marketing, an insurance brokerage he has operated since 1997. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and affiliated and third-party managers.

Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by Wells Fargo research and planning tools.

Ramon Morris is a Financial Advisor with Merrill Lynch Wealth Management based in the South Bay. He focuses on helping executives, business owners, and affluent families develop personalized financial strategies by understanding their short- and long-term financial goals. His approach centers on coordination, a long-term perspective, and disciplined decision-making to bring clarity and structure to complex financial decisions. Ramon's expertise includes college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and sports and entertainment. He supports clients by building models, analyzing different scenarios, and facilitating thoughtful planning conversations to help them evaluate options and move forward with confidence. He holds a Bachelor's degree from Chadron State College and has the Professional Investment Advisor (PIA) designation. Outside of his professional work, Ramon is involved in the community as a high school varsity football coach.

Jingles Madick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. Their work history includes roles at Merrill and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Alan Cusick is a financial advisor with Wells Fargo Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked within the Wells Fargo organization since 2009 across several related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning, offering a broad range of planning services including specialized areas such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referrals, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Elizabeth Metal is a Series 66 designated financial advisor with 24 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and alternative product distribution.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Jason Cole is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages a private wealth investment management firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations through financial advisors.

Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.