Paul Salas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, currently also with Morgan Stanley Private Bank, N.A. from 2023. Prior to his financial services career, he held positions at T-Mobile US, Inc, Living Spaces, and HIT Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

Lawrence Walker is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 1982. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

Thomas Shadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He previously worked at Nomura Asset Management and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored financial planning agreements.

Wai Man Lee Deetjen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathryn Simmons is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with OCC Installations Inc., a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and models outcomes using resources like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Megan Rodriguez is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as treasurer for the Marine View Middle School Parent Teacher Student Association in Huntington Beach, CA, and is a notary public in Orange County, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s 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.

Robert Kailes is a CFP® with 41 years of experience in the financial industry. He has worked at Cetera since 2013, including its affiliate Cetera Wealth Services, and previously spent 28 years at Financial Network Advisory Corp. Outside of his advisory role, he serves as a member of a homeowners association, participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple advisory platforms, including model portfolios and customized strategies, supported by a nationwide network of over 10,000 advisors.

Daniel Fillinger is a CFP® professional currently with Wells Fargo Advisors, bringing 21 years of industry experience. His career includes over a decade at Wells Fargo, with roles at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates Fillinger Wealth Management LLC, an independent financial practice based in El Segundo, CA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized niche planning areas. The firm uses proprietary research and tools to develop tailored recommendations, offering clients a broad menu of planning options aligned with their net worth.

Anita Dougherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she serves as a trustee for her parents' trust in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dave Adams is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanguard Group for nine years. Adams has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities 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 investment strategies.

William Knebel is a financial advisor with Wells Fargo Clearing holding a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley for two years. He also has experience working at South End Racquet & Health Club and Palos Verdes Peninsula High School. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Lindsay Mais is a Series 66-licensed financial advisor with UBS Financial Services in Seal Beach, CA, where she has worked since 2010. She has 16 years of industry experience. Outside of her advisory role, Mais serves on several community and nonprofit boards, including healthcare and educational organizations, and contributes as a statistician and sideline reporter for Los Alamitos high school football games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions.

John Barry II is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2017, he spent 10 years at National Planning Corporation. Outside of his advisory role, he manages certain activities for his son's rock and roll band through LBJs Music LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Amit Mody is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and several sports management and food-related companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Garrett Roberts is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials. He has one year of industry experience and previously held roles outside of finance, including positions at Mosaic Medical Beverly Hills, Gap, Inc., and the UCSB Disabled Students Program. His background also includes extended periods in full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by robust research and centralized operational infrastructure.

Stan Stopsky is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at JP Morgan Securities and JP Morgan Chase Bank. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary services focused on diversified portfolios and long-term investment strategies.

Jaime Nyssen is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2019, Jaime worked at Wells Fargo Clearing and spent seven years at DeCarlo Optometry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Essam Elia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JPMorgan Chase Bank, N.A. Since 2025, he has been an owner and partner in SpaceX, involved with space exploration, rocket development, and satellite systems. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while relying on an in-house manager solutions team and a centralized due-diligence framework.

Vincent Fierro is a Series 66 licensed financial advisor with Edward Jones in Redondo Beach, CA, where he has worked for 14 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Diaz is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Fidelity Investments and has held various roles outside of finance in the food service and retail sectors. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory models with access to affiliated discretionary separate managed accounts and offers a range of investment solutions supported by centralized custody and operational infrastructure.