Shannon Ryan is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding the CFP® designation and boasting 33 years of industry experience. Prior to joining RBC in 2026, Ryan worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, Ryan is the owner of The Heavy Purse LLC, which publishes children's books on financial literacy, and serves as a professor at The American College of Financial Services. Ryan is also an author of a financial education book titled Your Finances Have Feelings and holds a 60% ownership stake in Unstoppable Protective Gear LLC, a sporting gear company. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering tailored portfolio management, financial planning, custody, and brokerage services through a variety of advisory programs. The firm utilizes a combination of in-house and third-party investment managers and provides options such as tax-management and responsible-investing screens.

Donna Mcneely is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Kinecta Federal Credit Union and LPL Financial. She serves on the boards of the Kinecta Community Foundation, Apollo Insurance Services, Inc., and Cancer Support Community South Bay, where she is vice president elect. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Edgar Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Footlocker. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Arens is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked for Edward Jones from 2021 to 2025 and has experience in various other roles across different industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive operational and research tools.

Hokon Yun is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Justin Neiman is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Schools First Federal Credit Union, JPMorgan Securities, LLC, and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Justin Holcher is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience serving high-net-worth families. He leads a wealth management team dedicated to assisting affluent families and institutions by developing customized strategies that focus on growing, preserving, and building a legacy of wealth. Justin's approach involves listening carefully to each client's unique needs and objectives, starting with a thorough analysis of their current financial situation to create a personalized financial strategy that addresses short-term needs and long-term goals. Justin holds a Bachelor's Degree from the University of Southern California and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as corporate executive services, divorce transition planning, education planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He has been married for 25 years, has three children, and is a long-time resident of Palos Verdes, California. Outside of his professional work, Justin enjoys activities such as basketball, camping, hiking, skiing, soccer, spending time with his family, and traveling.

George Ly is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes multiple terms at LPL Financial as well as positions at Cetera and East West Bank. Outside of advising, he has business interests including ownership in a venture capital entity associated with Lemongrass Bistro. 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 supported by various investment platforms and a large network of advisors, managing over $819 billion in discretionary assets.

Jeanne Suttie is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her career includes roles at Ameriprise and National Planning Corporation before joining LPL Financial, where she has been since 2003. She is also associated with Suttie Wealth Management Group as an investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

Jeffrey Osakwe is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers advisory services including fund management and model portfolio delivery.

Behnam Beheshti is a financial advisor with Merrill, holding a Series 66 credential and 12 years of industry experience. He has worked with Bank of America and Merrill since 2017 and previously spent one year with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved as an account signer for his wife's eyecare practice. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Vant is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Paterik is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. He is also involved in tax preparation and accounting services through Spark Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Chory is a CFP® professional affiliated with LPL Financial, with four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Cycad Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kevin Patterson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2009. Outside of his advisory role, Patterson is associated with a family business in cold storage, though he holds no official title or active role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with diverse portfolio options and technology-driven research tools while overseeing more than $819 billion in assets.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.