Thomas Muscarella is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, having previously worked at Wells Fargo Clearing, Fidelity Investments, and IHT Wealth Management. Muscarella has spent over eight years across two separate periods at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Patrick Dicorato is a financial advisor with Merrill in Torrance, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Northwestern Mutual, and the US Coast Guard. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Dao is a financial advisor with J.P. Morgan Securities in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career has been focused entirely within various J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Caprice Collins is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. She has worked with firms including Avantax Investment Services, 1st Global Advisors, and currently serves as an attorney at Collins Law Group. Collins is also the owner of Collins Financial Group and holds a real estate broker license in California, though she has not actively used it since 2006. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, institutional, and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies and maintains significant assets under management with a large network of independent advisors.

Alexandra Rasmussen is a financial advisor at OSAIC Wealth Inc with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of her advisory work, she serves on the board of directors for AkomiDance Inc and is involved in teaching and choreographing dance at Huntington Beach High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered through a complex network of affiliated broker-dealers, RIAs, and other financial entities.

Mason Preston is a Series 66-credentialed advisor with Morgan Stanley in Long Beach, CA. He has been with Morgan Stanley since 2025 and has work experience in various service and hospitality roles. Outside of his advisory work, he is involved with Panama Joes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Glant is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Perry is a financial advisor with LPL Financial in Seal Beach, CA, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she provides tax preparation services for a fee and offers notary services as part of client support. 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 third-party asset management, with advice primarily delivered by investment adviser representatives using a variety of investment strategies and operational support tools.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Hadley Nielson is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, Nielson held roles at Sagepoint Financial, Inc. and Legacy Financial Group. Outside of finance, Nielson has experience in diverse fields including catering and interior design. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies.

Joseph Latino is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Cetera entities since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Shane Schwarz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and the Municipal Employees' Retirement System of Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Darren Chia is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to that, he worked at Chase Investment Services Corp. from 2009 to 2012. Outside of his advisory role, he is a silent investor and owner/partner in a restaurant called Our Nest. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Daniel Bergmann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing Services. Prior to his financial services career, he spent seven years at BCBG Max Azria LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager and fund selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Alan Wozniak is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following a 12-year tenure at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jessica Sands is a financial advisor with Merrill in Redondo Beach, CA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Bank of America and Ankura Consulting Group, as well as positions in academic resource centers at California Polytechnic University, Pomona and El Camino College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sheryl O'Donnell is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 1997. O'Donnell is based in Torrance, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including Corporate Financial Planning agreements with employers.

Kevin Yamamoto is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at Peak Capital Management LLC, JFM Planning Services Inc, Amy Cook, Waddell & Reed, Inc, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of advisors.

Holly Hancock is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and with 12 years of industry experience. She has been with Cetera and its affiliated entities since 2014, including Cetera Wealth Services, LLC and Transamerica Financial Advisors. She is also active as a licensed agent offering fixed life and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Christopher Fisher is a financial advisor at J.P. Morgan Securities based in Los Angeles, CA, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Merrill and Bank of America, as well as experience with JPMorgan Chase Bank. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.