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.

Samantha Sokasaim is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

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.

Julia Maricich is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. Outside of her advisory role, she serves on the board of the Palos Verdes Art Center, a local nonprofit organization. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Cherie Jones is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Service, LLC since 2019. Her prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as managing her own practice from 2015 to 2019. Outside of advising, she holds positions on the board of the California Society of Tax Consultants and provides tax consulting and preparation services through her firm, Cherie Jones & Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

David Marich is a financial advisor with J.P. Morgan Securities in Los Alamitos, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of finance, he was involved with Marich Copter Cams from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program supported by an in-house manager solutions team.

Sean Tompkins is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Kinecta Wealth Management, Premier America Credit Union, and LPL Financial. Tompkins is also involved with Kinecta Financial & Insurance Services as a financial advisor. Ameriprise Financial Services is a diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Salvador Valdovinos is a financial advisor at Edward Jones in Torrance, CA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at New York Life Insurance Company and the Devereux Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Jeremy Truong is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Merrill, Morgan Stanley, and Waddell & Reed, and has also been involved with various insurance carriers. In addition to his advisory role, he conducts non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Amanda Kimoto is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also associated with Jpmorgan Chase Bank, N.A. Outside of her advisory role, she is an owner and partner of 1915 Park View LLC, a real estate LLC managing a single rental property. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Martinez is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial. He also spent several years in full-time education before entering the financial services industry. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and brokerage services.

Joy Milan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth by first understanding her clients’ families, financial situations, and priorities. Joy works closely with clients to develop customized wealth management strategies that can adapt to changing needs and market conditions. She leverages the investment expertise of Merrill and the banking services of Bank of America to address various aspects of her clients’ financial lives. With more than 20 years of experience in the financial services industry, Joy has held roles including commercial insurance agent, compliance officer and general counsel for an SEC-registered investment advisor, securities analyst, risk management consultant, and commercial property and casualty underwriter. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth, among others. She holds professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joy earned her J.D. from Suffolk University Law School and her B.A. from Smith College. She is involved with the Women’s Missionary Society at the AME Church and serves as a Better Money Habits Champion for Bank of America. Outside of work, Joy enjoys cooking, music, reading, running, and participating in marathons.