Joshua Dodds is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Prudential and Starbucks. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies.

Vishal Patel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is also involved with The Orange Vase, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that integrates quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Amber Clement is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Whittier Trust and Gallagher Benefits Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Charles Richey is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020, following nine years at E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by a broad range of research and portfolio options.

Lisa Meidl is a financial advisor at Merrill with 28 years of industry experience, including 21 years at Merrill. She holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a minority owner in a family business, Cliff Meidl Enterprises, LLC. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Raenicia Haworth is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her background includes roles at various educational institutions and the Boston Institute of Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Adam Hartrum is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Securities America Inc and Securities America Advisors from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, leveraging model portfolios, third-party research, and various portfolio management technologies.

Nisha Kijkanakorn is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Her background includes roles in education at the University of Southern California, Wesley College, and Bangkok International Preparatory and Secondary School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, 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.

Daniel Stine is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, concurrently working with JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Seung Wan Suh is a financial advisor at Morgan Stanley with four years of industry experience. He has held positions at Better Mortgage and J.P. Morgan Securities LLC prior to his current role. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Debra Del Nero is a financial advisor at Ameriprise with 35 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Catalina Homeowners Association in Redondo Beach, CA. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kurt Murakami is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Houlihan Lokey Capital, Inc. and Live Nation Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports clients through various investment and financial planning strategies.

Sandra Duran is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and has been with Morgan Stanley & Co., Incorporated since 2007. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a range of advisory programs supported by structured planning tools and broad retail and institutional services.

David Shin is a financial advisor at Charles Schwab with 12 years of industry experience. His prior roles include positions at TD Ameritrade, Klk Capital Management, and M.S. Howells & Co. He holds a Series 66 designation. 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Alexander Piper is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding Series 66 and Series 63 credentials and bringing 21 years of industry experience. His prior roles include positions at Stonehaven, LLC, Globe Life, Primerica, Mass Mutual, Northwestern Mutual, and Loop Capital. J.P. Morgan Securities 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 to guide its recommendations.

Martin Camarena is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC. Outside of his advisory role, Camarena works as a longshoreman with the Pacific Maritime Association. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dora Pasco is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. Dora also operates Midas Wealth Group, which serves as her LPL business entity. 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 and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary research and technology.

Clifford Okuda is a financial advisor with Ameriprise in Torrance, CA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Jonathan Woo is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Credit Suisse Securities, RBC Capital Markets, and served in a role at Cornell University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based simulations.

Daniel Dominguez is a financial advisor at Morgan Stanley in Torrance, CA, with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Bank of America, Merrill, Comerica Bank, Mass Mutual, U.S. Bancorp Investments, and JPMorgan Chase prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.