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.

Magdalena Georgopoulos is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Laura Tompkins is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at LPL Financial, Kinecta Federal Credit Union, and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she serves as a Private Banking Manager at Kinecta Federal Credit Union, providing banking services and collaborating with financial advisors on client referrals. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Chad Denney is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011 and 2015, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering wrap fee advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with periodic reviews and alternative investment options.

Dorian Oriol is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Merrill, and Bank of America. Before entering finance, he worked at Chipotle Mexican Grill. 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, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lisette Carrillo is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mark Correa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo affiliated firms since 2015. Correa is based in Reno, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jenniffer Andrew is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Rolling Hills Estates, CA. She has 11 years of experience with Wells Fargo, joining the firm in 2015. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Kadeem Wells is a financial advisor at Primerica Advisors in Torrance, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of advisory work, he is involved with World Class Finance & Associates LLC, a business formed for Primerica-related purposes. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and operates with approximately 3,948 advisors and $15.5 billion in assets under management.

Michael Giron is a financial advisor with Cetera in El Segundo, CA, holding Series 66 and Series 63 licenses and nine years of industry experience. He has been associated with multiple Cetera entities since 2017 and also worked at Wescom Credit Union from 2013 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Cary Schultz is a CFA® charterholder and Series 66 registered advisor with 14 years of industry experience. He is currently with LPL Financial and has held prior roles at OSAIC and SagePoint Financial. In addition to his advisory work, he is a Certified Public Accountant providing tax preparation and accounting services. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Nathalie Cohen is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Her current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Alejandro Gomez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, Lyft, and TM Wireless, Inc. since 2014. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Luis Sampedro is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Adam Rutz is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, as well as ownership of a vending machine business, Rutz's Resale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo’s research and planning tools.