Alyssa Titus is a financial advisor with RBC Capital Markets in San Pedro, CA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley, Edward Jones, and Bank of America, alongside two separate periods at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers along with a range of portfolio management options.

Ryan Narasaki is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, Narasaki serves as a pastor and elder on the board of directors at Lighthouse Community Church in Torrance, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Robert Smotherman is a financial advisor with Ameriprise in Manhattan Beach, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he manages a business focused on business expenses and has involvement in real estate ownership. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice, supported by algorithmic tools and oversight committees.

George Trigueros is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at SchoolsFirst Credit Union and the Center For Autism and Related Disorders. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash flow, retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and simulation tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and advisory programs.

Rebecca Huffman is a financial advisor with Morgan Stanley in Long Beach, CA. She holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, her experience includes various roles outside the industry, such as working with Meraki Jiu Jitsu and CSULB Housing and Residential Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Han Kyul Kim is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the gaming and entertainment industries, including a role at EZ Gaming. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated trust custody, insurance agency services, and lending programs.

Daniel Bradshaw is a CFP® professional affiliated with J.P. Morgan Securities in El Segundo, California, with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

William Fortner is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and lending solutions.

Ruben Rodriguez is a financial advisor with J.P. Morgan Securities in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and offers a range of product types including those related to security-based swaps and futures.

Marion Manahan is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains oversight of investment models, operating primarily with a tiered wrap fee structure.

Michael Peters is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Osaic and was previously associated with LPL Financial. Outside of his advisory role, Peters owns and operates a fly fishing guide service and teaches hunter education and safety for the California Department of Fish and Wildlife. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients. The firm offers a wide range of advisory and brokerage services utilizing firm-provided investment tools and multiple advisory platforms.

Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory work, she serves on the advisory board of Prosperous.AI and is involved in developing a startup urban agriculture business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing multiple portfolio management styles and extensive affiliated research.

Bryndon Bush is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized planning strategies aimed at achieving their unique financial goals. He emphasizes building trusted partnerships to gain a comprehensive understanding of each client's financial landscape and to strengthen their personal financial plans. Bryndon has held multiple roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Central Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Prior to joining Fidelity, he worked at UBS as a Client Service Specialist and Client Foundation Center Associate in 2021. He holds a California Insurance License. Outside of his professional career, Bryndon has interests in fitness, football, music, and soccer.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Paul Grande is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has seven years of industry experience and has worked with MML Investors Services, LLC since 2019. In addition to his advisory role, he is the owner and president of a company that operates an apartment building in Los Angeles. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that use firm-approved analytical tools.

Rita Sethy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the RVS Group. In her role, she provides strategic financial guidance to high-net-worth clients, working closely with them to develop personalized wealth management strategies aligned with their real-world objectives. She emphasizes building deep, multi-generational relationships to address both financial and interpersonal dynamics tied to substantial wealth. With extensive expertise in areas such as family wealth management, legacy planning, tax minimization, and services for defined benefit and contribution plans, Rita combines sophisticated strategies to manage intricate financial matters. She holds numerous professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Rita earned a Bachelor's degree from The Open University and is fluent in English and Hindi. Outside of her professional pursuits, she enjoys playing tennis, music, reading, spending time with family, and traveling. She is also actively involved in her community through fostering dogs.

Emon Stevenson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Stevenson worked at Equitable Advisors and has held various roles including academic positions at California State University-Long Beach and Fullerton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Clay Morris is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2015 and has 10 years of industry experience. He also serves as a notary public for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Herbert Padilla is a financial advisor at Primerica Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1988. Outside of his advisory role, he serves as president of HPadilla, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who utilize model-driven investment strategies managed by unaffiliated asset managers.