Oliver Grant is a Financial Advisor with Merrill Lynch Wealth Management, focusing on business development and client relationship building. He works closely with clients to develop customized financial strategies tailored to their individual goals and circumstances. Oliver’s approach emphasizes trust, transparency, and thoughtful guidance to deliver personalized solutions. Since joining Merrill Lynch Wealth Management in October 2024, Oliver has specialized in areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and special needs planning strategies. His experience is supported by a degree in Economics from the University of California, Santa Cruz, where he was actively engaged as president of the club water polo team and a member of the Slug Fund Investment Group. He also began his college education at San Jose State University, participating as a walk-on to the Division 1 water polo team. Oliver holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, camping, cooking, photography, scuba diving, swimming, traveling, watching movies, and spending time with his family.

Kayla Schmit is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to her advisory role, she worked at The Slice and Pint for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Hiroko Okunaga is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes service at PFS Investments Inc. and Primerica Financial Services since 2000, as well as roles at Tajima America Corporation and Libec Sales of America. Outside of finance, she is a Reiki Master and teacher based in Torrance, California. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Jacob Berger is a financial advisor with J.P. Morgan Securities in Marina Del Rey, CA, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked in real estate with Coldwell Banker Realty and has been employed as a statistician for the Los Angeles Sparks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Louie Bitanga is a financial advisor with Ameriprise in Hermosa Beach, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alejandro Acosta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Kim Lam Long is a financial advisor with Primerica Advisors in El Monte, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and has worked with Primerica Financial Services since 2010. In addition to his advisory role, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with investment models implemented by BNY Mellon Advisors.

Kevin Bloom is a financial advisor at Cetera with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Hartford Investment Financial Services and multiple Cetera entities since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting advisors through various program structures and investment options.

Michael Conway is a financial advisor with LPL Financial based in Huntington Beach, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Grove Point Investments, Think Next, H. Beck, Inc., and Diversified Securities, Incorporated. Outside of advising, Conway has limited involvement in a non-investment-related business, DSI Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing various model portfolios, research sources, and technology-driven strategies.

Michael Rudkin is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by data-driven modeling tools, managing approximately $2.74 trillion in client assets.

Conrad Sundqvistolmos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked as a freelance production coordinator and lead man. 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 a range of brokerage and advisory solutions.

Annie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she contributes as a columnist and project coordinator for a web-based automotive magazine and manages a crafts business on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Magdalena Keech is a financial advisor with Edward Jones in Manhattan Beach, CA, holding Series 66 and Series 63 credentials. She has one year of industry experience and previously worked at The Vanguard Group, Inc. and Jackson Coffee Co, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Felicia Gonzalez is a Series 66-licensed financial advisor with Edward Jones in Seal Beach, CA, where she has worked since 2018. She has seven years of industry experience, including prior roles at Wingstop Restaurants and time spent in homemaking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Mary Huang is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Sobhna Magana is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with LPL Financial and its predecessor, Linsco/Private Ledger, since 2007. 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 investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Brooke Goldstein is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Oppenheimer from 2013 to 2019. She is co-founder and partner of Brentwood Financial Advisors and serves as secretary of Goldstein Financial Group. Outside of her advisory work, she hosts a podcast called "Adulting" that features discussions with professionals on practical knowledge adults should know. Cetera Investment Advisers LLC is a large-scale SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, with access to a wide range of third-party and affiliated managers.

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.

Leonard Teplitsky is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Eastward Capital Partners, and GuidedChoice. In addition to his advisory work, he is involved in selling and servicing fixed insurance products. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, using asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.