William Janney is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior work includes roles at DB Fitzpatrick and Co., Wolf One Farms, The College of Idaho, and Pacific Palisades High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Catherine Cole is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Daniel Shandling is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Karen Elliot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she operates an online resale business selling clothing and books and works as cruise staff for Vikings Cruises. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Preston Edwards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2014. 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 broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ian Macwood is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracey Gluck is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank since 2010. Gluck serves as a board member of the UCLA Health System. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Schauer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of services including estate planning and corporate financial planning agreements.

Gary Strangis is a CFP® professional with 17 years of industry experience, all of which have been at Edward Jones since 2009. He is based in Burbank, CA. In addition to his financial advisory role, he receives residuals from entertainment industry work, including involvement with companies such as Sony Pictures Entertainment and Walt Disney Pictures. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Kenney is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his advisory roles, he was employed at Harman International Industries and Avascent. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jongsik Kim is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he works as an insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering services that include event-driven planning programs and various investment strategy recommendations.

Justin Mabee is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Commonwealth Financial Network, UBS Financial Services, Fidelity Investments, and JPMorgan Securities. Outside of finance, he has been involved with Roadrunner Sports for the past two years. 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 offers a combination of non-discretionary guidance and access to affiliated discretionary strategies, supported by a centralized operational model.

Kim La Zare is a financial advisor with Ameriprise in Woodland Hills, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. La Zare has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Halvorsen is a financial advisor with Charles Schwab in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Halvorsen has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he is active in sports photography, working part-time on weekends and evenings. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized operational structure.

Xiaoou Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds a Series 66 designation and previously worked at Bank of America, Merrill, and China Merchant Bank. Outside of finance, Wang has been involved with ACE Global Education LLC, an education service consulting firm, where they assisted with legal document translation before taking on an inactive role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christine Scalley is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013 and recently formed a consulting firm, Barbuda Consulting, where she serves as an advisor. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Renee Capellaro is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She previously worked at First Republic Securities Company and First Republic Investment Management, Inc. from 2010 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Sarvenaz Vahabzadeh is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Debbie Winokur is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her role at LPL, she has been involved with Winokur & Winokur LLC since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.