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 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.

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 Series 63 and Series 65 licenses and five years of industry experience. He has worked at Fidelity Investments since 2020. Outside of finance, he has been involved with Columbia University High School Programs and Florida State University in various capacities, including academic and student support roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that include mutual funds, ETFs, and ETPs.

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 the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, as well as Wamu Investments Inc. since 2009. 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

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 has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2012 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

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.

Simon Oliver is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at various Cetera entities since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. Outside of finance, he is involved in the optical industry through Sixteen Aires Optical, where he has been engaged in selling and manufacturing eyewear since 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Michael Toomey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ameriprise Financial Services, Western International Securities, Wells Fargo Clearing, and UBS Financial Services prior to joining LPL Financial in 2019. He also serves as co-successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning and portfolio management solutions supported by a variety of investment approaches and operational tools.

James Morner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In this role, James collaborates closely with affluent families and business owners to develop customized financial strategies that align with their specific goals and needs. With 18 years of experience in the financial services industry, James joined Merrill Lynch Wealth Management in 2007, following his tenure at Oppenheimer & Co. in New York. He earned a Bachelor's Degree in Business Economics from California State University, Long Beach. James focuses on a range of client areas including divorce transition planning, family wealth management strategies, education planning, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional work, James engages in various personal interests such as baseball, basketball, fishing, football, gardening, golfing, running, traveling, watching movies, and spending time with his family.

Joseph McGrath is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in various non-financial organizations, including Sierra Produce and IATSE Local 504, and was involved with Xcel Baseball and Softball as well as Tom Hicks Baseball Camps. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Michele Hanna is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, she is involved in several personal real estate LLCs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.