Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.

Mariah Simmons is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at the Department of Defense and Horseshoe Casino Baltimore. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.

Marco Cisneros is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors.

Edward Chiang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, HSBC Securities, and JP Morgan Securities. Outside of finance, he is an owner and managing partner of several coffee shops in California. 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 offers both brokerage and advisory solutions supported by research and analytics, with assets under management totaling approximately $671 billion.

Jacob Meis is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BancWest Investment Services, Bank of the West, Global Financial Data, and Scottrade. 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 and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

James Swanson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Lanza is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Outside of finance, Lanza is involved in opiate treatment and recovery programs, serving as a director and partner in several related organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

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 at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo NA and AIG Retirement Services prior to joining J.P. Morgan. Hanna is based in Long Beach, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., and Wells Fargo Clearing Services, Inc. among others. 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 through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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® with 26 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, she worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Triad Global Asset Management. She maintains involvement with Triad Global Asset Management through a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Meinert is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing a combination of discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Darren Kington is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 designation and has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1994. In addition to his advisory role, he is involved in tax preparation and accounting services through The Kington Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He previously worked at CUSO Financial Services, LP and has a long tenure at Wescom Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and uses both discretionary and non-discretionary management approaches, supported by research and model portfolios.

Sa’eed Bunch is a financial advisor with Fidelity Investments in El Segundo, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Fidelity, he held various roles in academic programs and university departments at Columbia University and Florida State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Stephen Blanchard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thuy Bui is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, as well as at Wamu Investments Inc. since 2009. From 2021 to 2024, she was affiliated with Thuy Miller. J.P. Morgan Securities LLC 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 for recommending strategies.