Amanda Anderson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2014, following a brief tenure at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Joe Haywood Jr. is a financial advisor with Equitable Advisors in El Segundo, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior firms include LPL Financial, Sorrento Pacific Financial, The Retirement Group, and FSC Securities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers various advisory programs through a network of representatives, utilizing third-party asset managers and LPL-sponsored platforms.

Adriana Wagner is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2019. She has progressed through several roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at US Bank in 2018. Her work focuses on collaborating with clients to identify strengths and opportunities within their financial plans and co-creating strategies tailored to their individual goals. Adriana holds a California Insurance License. Outside of her professional responsibilities, Adriana enjoys spending time at the beach, gardening, traveling, playing golf, exploring food, and caring for pets.

Jack Donell is a Series 66 licensed advisor with J.P. Morgan Securities, based in El Segundo, CA. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his financial industry roles, he worked at USC Viterbi School of Engineering and was involved with Big Island Eats and Shave Ice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Law is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Scottrade Investment Management, Scottrade Inc., and BMA Advisors, LLC. Outside of his advisory work, he co-owns and manages a residential duplex in Torrance, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks.

Rodrigo Gonzalez is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, J.P. Morgan Chase Bank, and Edward Jones. He is also involved in outside insurance sales as an insurance broker. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Caroline Guerra is a financial advisor at Merrill with six years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, U.S. Bank, and U.S. Bancorp Investments. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Mustafa is a CFP®-certified financial advisor with LPL Financial in Torrance, CA, with nine years of industry experience. He has worked at LPL Financial since 2016 and was also associated with Pence Wealth Management Corporation from 2016 to 2023. Mustafa serves in the United States Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions combined with advanced operational tools and serves over 22,800 advisors managing more than $819 billion in discretionary assets.

Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.

Mariah Simmons is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at the Department of Defense and Horseshoe Casino Baltimore. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.

Marco Cisneros is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Merrill, Banc of America Investment Services, Inc., and Citicorp Investment Services. He is based in Seal Beach, CA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Edward Chiang is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 designations and nine years of industry experience. His prior positions include roles at Bank of America, Merrill, HSBC Securities, and JP Morgan Securities. Outside of finance, he is involved in managing several coffee shop businesses, including Amai Tea & Cafe and multiple related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets through a large network of advisors, offering both brokerage and advisory solutions supported by research and analytics.

James Swanson is a Series 66-licensed financial advisor with Wells Fargo Clearing who has 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Merrill from 1998 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

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 with J.P. Morgan Securities in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, Wells Fargo NA, and AIG Retirement Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Daniel Mobley IV is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in previous roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

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.

Shelly Williams is a CFP® professional with 27 years of industry experience, currently with LPL Financial since 2025. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Triad Global Asset Management, where she worked for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.