Manhsoort Lysanh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Securities LLC and Coastal REI Group, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amanda Anderson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to clients such as 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 multiple market-facing registrations and functions.

Joe Haywood Jr. is a financial advisor with Equitable Advisors in El Segundo, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes prior roles at LPL Financial, Sorrento Pacific Financial, The Retirement Group, and FSC Securities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer with a focus on LPL-sponsored programs and third-party managers.

Adriana Wagner is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2019. She has progressed through several roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at US Bank in 2018. Her work focuses on collaborating with clients to identify strengths and opportunities within their financial plans and co-creating strategies tailored to their individual goals. Adriana holds a California Insurance License. Outside of her professional responsibilities, Adriana enjoys spending time at the beach, gardening, traveling, playing golf, exploring food, and caring for pets.

Jack Donell is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has been with the firm since 2026 and has previous experience at Kingsbridge Wealth Management and the USC Viterbi School of Engineering. Outside of finance, he has been involved in managing a local food and beverage business, Big Island Eats and Shave Ice. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and utilizes an ESG framework when recommending strategies.

Michael Law is a Series 66 licensed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Scottrade Investment Management and Scottrade Inc. Outside of his advisory work, he co-owns and manages a duplex in Torrance, California, which he partially occupies. 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.

Rodrigo Gonzalez is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, J.P. Morgan Chase Bank, and Edward Jones. He is also involved in outside insurance sales as an insurance broker. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Caroline Guerra is a financial advisor at Merrill with six years of industry experience. She holds Series 66 and Series 63 registrations and has worked at firms including Bank of America, U.S. Bancorp Investments, JP Morgan Chase Bank, and Northwestern Mutual. Guerra is based in Manhattan Beach, CA. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Mustafa is a CFP® with nine years of industry experience and is affiliated with LPL Financial in Torrance, CA. He has worked at Pence Wealth Management Corporation and LPL Financial since 2016. Outside of his advisory role, he serves in the United States Army Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.

Mariah Simmons is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at the Department of Defense and Horseshoe Casino Baltimore. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.

Marco Cisneros is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.

Edward Chiang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, HSBC Securities, and JP Morgan Securities. Outside of finance, he is an owner and managing partner of several coffee shops in California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research and analytics, with assets under management totaling approximately $671 billion.

James Swanson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Lanza is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Outside of finance, Lanza is involved in opiate treatment and recovery programs, serving as a director and partner in several related organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Dylan Dennis is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Thrivent Financial and Thrivent Investment Management Inc. He spent several years in full-time education before beginning his financial services career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Douglas Hanna is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo NA and AIG Retirement Services prior to joining J.P. Morgan. Hanna is based in Long Beach, CA. 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. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., and Wells Fargo Clearing Services, Inc. among others. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Katherine Daniels is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.