Marco Cisneros is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Merrill, Banc of America Investment Services, Inc., and Citicorp Investment Services. He is based in Seal Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Edward Chiang is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 designations and nine years of industry experience. His prior positions include roles at Bank of America, Merrill, HSBC Securities, and JP Morgan Securities. Outside of finance, he is involved in managing several coffee shop businesses, including Amai Tea & Cafe and multiple related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets through a large network of advisors, offering both brokerage and advisory solutions supported by research and analytics.

Jacob Meis is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BancWest Investment Services, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

James Swanson is a Series 66-licensed financial advisor with Wells Fargo Clearing who has 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Merrill from 1998 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Steven Lanza is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously spent 16 years at Citigroup Global Markets. Outside of his advisory role, Lanza is involved in the management of several opiate treatment facilities as a director and partner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs focused on tailored financial planning supported by structured tools and modeling techniques.

Dylan Dennis is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Thrivent Financial and Thrivent Investment Management Inc. He spent several years in full-time education before beginning his financial services career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Douglas Hanna is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, Wells Fargo NA, and AIG Retirement Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in previous roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Katherine Daniels is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Shelly Williams is a CFP® professional with 27 years of industry experience, currently with LPL Financial since 2025. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Triad Global Asset Management, where she worked for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

John Meinert is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darren Kington is a financial advisor with LPL Financial in Cypress, CA, holding a Series 63 designation and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor since 1994 and also operates Kington & Associates, established in 1989. Outside of his advisory work, he is involved in tax preparation and accounting through The Kington Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to institutional platforms, with account management primarily delivered by investment adviser representatives who may utilize model portfolios, third-party subadvisors, or customized strategies.

Oren Yaccobe is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fidelity Investments and Citigroup Global Markets. Outside of his advisory role, he is involved in assisted living services through In Home Support Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Norman Yee is a financial advisor with LPL Financial in Torrance, CA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior work includes roles at CUSO Financial Services, Wescom Financial Services, and Harrisdirect LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad range of financial services.

Sa'eed Bunch is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fidelity Investments since 2020. His background includes roles at Columbia University High School Programs and Florida State University in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including funds and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios that incorporate mutual funds, ETFs, and ETPs.

Stephen Blanchard is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and UBS Financial Services. He is based in Seal Beach, CA. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Thuy Bui is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and previously at Wamu Investments Inc. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jonathan Thomas is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Jeannie Mabry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill from 2008 to 2012 before joining Wells Fargo in 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Weldon is a financial advisor with Cetera in El Segundo, CA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Cetera since 2004 and owns Weldon Wealth Management and a CPA and tax practice dating back to 2001. Outside of advising, he serves as a board member for the Stella Mares Homeowners Association. 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 wide range of portfolio management and advisory services through a large network of independent advisors.