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.

Paul Hsu is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he was involved with Sparkle Photo from 2009 to 2017. Charles Schwab serves a large client base primarily composed of 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 and discretionary investment solutions supported by multi-asset model portfolios, strategic asset allocation, and research from the Schwab Center for Financial Research.

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.

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.

Anupma Parks is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she serves as a wine ambassador for two wholesale and distribution companies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Daniel Pantucci is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Merrill since 1993 and concurrently with Bank of America since 2009. Outside of his advisory role, he is an owner of a personal trust involved in managing investment property. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raja Ramalingam is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has been with Cetera Wealth Services, LLC since 2015 and joined Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of program options.

Kimberly Cutler is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety 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 uses a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Valdes is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Larry Prutch is a financial advisor with RBC Capital Markets in Rolling Hills, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. He is a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and integrates in-house and third-party investment managers to tailor strategies to client risk profiles.