Richmond Tran is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo entities from 2010 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for multiple registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and allocation with attention to conflicts of interest.

Jerilyn Blue is a Certified Financial Planner® with 27 years of industry experience, currently serving clients at LPL Financial since 2010. She is based in El Segundo, CA. Outside of her advisory role, she is the owner and president of an aviation lease business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management.

Randy Mc Andrew is a financial advisor with Ameriprise in Lakewood, CA, holding a Series 66 designation and 26 years of industry experience. He worked at American Express Financial Advisors for 21 years before joining Ameriprise in 2020. Outside of advising, he owns a construction company and operates an online business selling military surplus and other items. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with personalized recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Seifer is a financial advisor with Edward Jones in Torrance, CA, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he is involved with Weal Fund 1.0, LLC, an Arizona-based company investing in and loaning money for real estate projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.

Paul Salas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, currently also with Morgan Stanley Private Bank, N.A. from 2023. Prior to his financial services career, he held positions at T-Mobile US, Inc, Living Spaces, and HIT Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.

Thomas Shadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He previously worked at Nomura Asset Management and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored financial planning agreements.

Wai Man Lee Deetjen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process 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.

Kathryn Simmons is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with OCC Installations Inc., a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and models outcomes using resources like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Megan Rodriguez is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as treasurer for the Marine View Middle School Parent Teacher Student Association in Huntington Beach, CA, and is a notary public in Orange County, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s 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.

Robert Kailes is a CFP® with 41 years of experience in the financial industry. He has worked at Cetera since 2013, including its affiliate Cetera Wealth Services, and previously spent 28 years at Financial Network Advisory Corp. Outside of his advisory role, he serves as a member of a homeowners association, participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple advisory platforms, including model portfolios and customized strategies, supported by a nationwide network of over 10,000 advisors.

Daniel Fillinger is a CFP® professional currently with Wells Fargo Advisors, bringing 21 years of industry experience. His career includes over a decade at Wells Fargo, with roles at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates Fillinger Wealth Management LLC, an independent financial practice based in El Segundo, CA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized niche planning areas. The firm uses proprietary research and tools to develop tailored recommendations, offering clients a broad menu of planning options aligned with their net worth.

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.

Amit Mody is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and several sports management and food-related companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

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.