Sheryl O'Donnell is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market models.

Kevin Yamamoto is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Peak Capital Management LLC and Waddell & Reed, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Holly Hancock is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2016 and continues with Cetera as of 2023. Outside of her advisory role, she is also an agent specializing in fixed insurance, including life and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Christopher Fisher 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 Merrill, Bank of America, and JPMorgan Chase Bank. Prior to his financial services career, he was employed at Dr Eye Phone and the University of California, Davis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christina Quezada is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA, as well as seven years at Lowe's Home Centers. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Justin Smith is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in El Segundo, CA. His career includes roles at Morgan Stanley Private Bank and Global Financial Advisors, as well as an early position at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients in their financial decision-making.

Daniel Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, NA dating back to 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Marshall is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved in property management as a co-owner and sole proprietor of several real estate holdings in Goleta, California. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm-approved tools and investment models and provides a wide range of advisory programs and services.

Justin Fleming is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC. Fleming operates a retail financial advisory business in Redondo Beach, CA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with the client’s advisor. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alexander Najera is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with firms including Morgan Stanley, Lyft Inc., and Uber Technologies. Outside of his advisory role, he has been involved in private security work. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sebastian Jones is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials. He has one year of industry experience, having previously worked at First Command Brokerage Services and First Command Advisory Services. Before entering the financial sector, he spent nine years with the Los Angeles Police Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Jean Ruimy is a financial advisor with Ameriprise in Redondo Beach, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he owns Abundant Mama, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Geraghty is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Outside of his advisory work, he is president of an S-Corp that owns a warehouse. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools.

James O'Grady is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010. O'Grady also operates under a DBA, Braemar Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Christopher Sommer is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Patrice Daniels is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Patrice has worked at Primerica Advisors since 2006 and at Primerica Financial Services since 2000. Outside of financial advising, Patrice is involved in healthcare as a nurse practitioner and nursing instructor at physician and community colleges. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party managers and custodians.

Anh Tuan Nghiem is a financial advisor with Merrill based in Huntington Beach, CA. He holds a Series 66 designation and has nine years of industry experience. Nghiem has been with Bank of America and Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sara Ticas is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2007, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Darren Bui is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMORGAN Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ryan Pitcher is a financial advisor at Morgan Stanley with 17 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling to support its financial planning process.