Daniel Bradshaw is a CFP® professional with 16 years of industry experience, currently with J.P. Morgan Securities since 2023. He previously worked at Charles Schwab & Co., Inc. from 2010 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

William Fortner is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and lending solutions.

Scott Hunter is a financial advisor with Raymond James & Associates holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. He is based in Hermosa Beach, CA. 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, investment consulting, and municipal advisory services with a range of portfolio management strategies.

Ruben Rodriguez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates forward-looking capital market assumptions.

Marion Manahan is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains oversight of investment models, operating primarily with a tiered wrap fee structure.

Jorge Chavez Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 15 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase bank before joining Merrill and Bank of America in 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Karina Aniceto is a Wealth Management Advisor at Merrill Lynch Wealth Management. With experience spanning over a decade in the financial services industry, Karina has worked in various capacities, including roles at Fidelity Investments, before joining Merrill Lynch. Her focus encompasses a range of client needs such as college education planning, retirement income strategies, family wealth management, philanthropic planning, and small business strategies. Karina holds a Bachelor's Degree from the College of Charleston and has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Her approach to financial planning prioritizes understanding each client’s unique goals and collaborating closely to develop personalized strategies that help clients pursue the life they envision. Outside of her professional responsibilities, Karina is actively involved in community initiatives. She coaches with the Red Sox RBI Program, serves as a Dreammaker with the Worcester Red Sox, and volunteers with organizations such as The Urban Farming Institute and Why Me & Sherry’s House. In her personal time, she enjoys outdoor activities including gardening and playing Co-Ed Softball.

Michael Peters is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial and UBS Financial Services, among others. Outside of advisory work, he owns and operates Long Branch Fly Fishing, where he guides clients on fishing trips, and he teaches hunter education and safety for the California Department of Fish and Wildlife. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and alternative investments.

Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jackson Fogarty is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at AllianceBernstein and Calton & Associates. 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, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory work, she serves on the advisory board of Prosperous.AI and is involved in developing a startup urban agriculture business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing multiple portfolio management styles and extensive affiliated research.

Bryndon Bush is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized planning strategies aimed at achieving their unique financial goals. He emphasizes building trusted partnerships to gain a comprehensive understanding of each client's financial landscape and to strengthen their personal financial plans. Bryndon has held multiple roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Central Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Prior to joining Fidelity, he worked at UBS as a Client Service Specialist and Client Foundation Center Associate in 2021. He holds a California Insurance License. Outside of his professional career, Bryndon has interests in fitness, football, music, and soccer.

Lee'dya Houze is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. She has been with Cetera and its affiliates since 2000 and serves as Chief Analytics Officer at Heritage Link Brands LLC, a distributor and importer of wine and alcoholic beverages. Her other business activities include roles in business consulting, tax preparation, real estate sales and management, and notarial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers, managing over $256 billion in assets.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Paul Grande is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has seven years of industry experience and has worked with MML Investors Services, LLC since 2019. In addition to his advisory role, he is the owner and president of a company that operates an apartment building in Los Angeles. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that use firm-approved analytical tools.

Rita Sethy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the RVS Group. In her role, she provides strategic financial guidance to high-net-worth clients, working closely with them to develop personalized wealth management strategies aligned with their real-world objectives. She emphasizes building deep, multi-generational relationships to address both financial and interpersonal dynamics tied to substantial wealth. With extensive expertise in areas such as family wealth management, legacy planning, tax minimization, and services for defined benefit and contribution plans, Rita combines sophisticated strategies to manage intricate financial matters. She holds numerous professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Rita earned a Bachelor's degree from The Open University and is fluent in English and Hindi. Outside of her professional pursuits, she enjoys playing tennis, music, reading, spending time with family, and traveling. She is also actively involved in her community through fostering dogs.

Emon Stevenson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Stevenson worked at Equitable Advisors and has held various roles including academic positions at California State University-Long Beach and Fullerton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

Clay Morris is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2015 and has 10 years of industry experience. He also serves as a notary public for clients. 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, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Herbert Padilla is a financial advisor at Primerica Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1988. Outside of his advisory role, he serves as president of HPadilla, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who utilize model-driven investment strategies managed by unaffiliated asset managers.

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.