Kimberly Cutler is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Valdes is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Larry Prutch is a financial advisor with RBC Capital Markets in Rolling Hills, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. He is a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and integrates in-house and third-party investment managers to tailor strategies to client risk profiles.

Dana Jacobs is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 serves clients directly as well as through Corporate Financial Planning agreements with employers.

Yousef Bittar is a financial advisor with Wells Fargo Clearing Services LLC in El Segundo, CA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His work history includes roles at Wells Fargo Bank NA, U.S. Bancorp Investments, Inc., U.S. Bank, and Align11. 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 utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data, offering both brokerage and advisory solutions.

Jan Miller is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she works as a water aerobics instructor at Bay Club in Redondo Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling techniques to deliver tailored financial plans.

Brent Blitstein is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior work experience spanning both financial services and the entertainment sector, including roles at Charles Schwab Bank, Insulation Labs, and various sports and entertainment organizations. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Michelle Ped is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jie Chung is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. His previous positions include roles at Comerica, JPMorgan Chase Bank, and J.P. Morgan Securities, as well as nearly a decade at FINRA. 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 the Wells Fargo Investment Institute and third-party databases.

Andrew Coulter is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Oppenheimer for eight years before joining LPL Financial in 2017. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Nguyen is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Equitable Financial Life Insurance Company, and U.S. Bank, as well as employment at the Disneyland Resort. 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. The firm operates within the broader J.P. Morgan organization and offers access to a diverse range of investment products and strategies.

Celia Martinez is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked with several firms including First Allied Securities, Summit Brokerage Services, and multiple Cetera entities since 2015. Martinez also serves as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to both affiliated and third-party money managers across multiple program structures and custodial relationships.

William Aulwes is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining UBS in 2022, he worked for The Capital Group Companies from 2008 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christina Nazareno is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Northwestern Mutual and First-Citizens Bank & Trust Company. In addition to her advisory role, she serves as Social Media Director and volunteer at ArtsUpLA, a nonprofit providing theater arts therapy to underserved populations. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Roger Park is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 63 designation and possessing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Traci Honda Laflower is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2011. She has 18 years of experience in the industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Cecilia Garcia is an Investment Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to develop tailored financial strategies that align with their individual goals, helping them navigate the complexities of financial planning. Her experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, she worked as a Gift Specialist at the University of Southern California from 2019 to 2022. Cecilia holds a California Insurance License. Outside of her professional work, Cecilia enjoys camping, concerts, hiking, running, and traveling.

Katharine Kanitra is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. She previously worked at J.P. Morgan Securities for 10 years and Wm Financial Services for 18 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jon Neuhaus is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Legend LLC, a private investment entity. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

E. Martin Von Kanel is a CFP® professional affiliated with LPL Financial, with 40 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Summit Financial Group Inc and Summit Brokerage Services Inc. Von Kanel is also associated with DDS Environmental Inc, a business entity for tax and investment purposes unrelated to the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.