Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by Wells Fargo research and planning tools.

Ramon Morris is a Financial Advisor with Merrill Lynch Wealth Management based in the South Bay. He focuses on helping executives, business owners, and affluent families develop personalized financial strategies by understanding their short- and long-term financial goals. His approach centers on coordination, a long-term perspective, and disciplined decision-making to bring clarity and structure to complex financial decisions. Ramon's expertise includes college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and sports and entertainment. He supports clients by building models, analyzing different scenarios, and facilitating thoughtful planning conversations to help them evaluate options and move forward with confidence. He holds a Bachelor's degree from Chadron State College and has the Professional Investment Advisor (PIA) designation. Outside of his professional work, Ramon is involved in the community as a high school varsity football coach.

Jingles Madick is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Wells Fargo Advisors LLC, and Morgan Stanley. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alan Cusick is a financial advisor with Wells Fargo Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked within the Wells Fargo organization since 2009 across several related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning, offering a broad range of planning services including specialized areas such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referrals, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Elizabeth Metal is a Series 66 designated financial advisor with 24 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and alternative product distribution.

Douglas Bailey is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of a consulting business focused on advising private developers and serves on the Board of Directors for the Boys and Girls Club of Cypress. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and integrating capital-markets capabilities and alternative investment options.

Jason Cole is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo affiliates since 2001. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Arthur Blakey IV is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and JPMorgan Chase Bank. Outside of his advisory role, he is involved with a community-based youth basketball club in the Long Beach and Los Angeles area. 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 applying an ESG eligibility framework in its recommendations.

Andrew Jackson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked at Nuveen Asset Management, LLC, Nuveen Securities, LLC, and Transamerica Capital Inc. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arturo Unzueta is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2012. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Kathryn Sunico is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Errol Cavanaugh is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in providing financial consulting services and has held roles including Investment Consultant at Fidelity Investments in 2022, Associate at Lenox Advisors in 2021, Financial Consultant at Equitable Advisors from 2019 to 2021, and Financial Advisor at Evershore Financial Group from 2017 to 2019. Errol holds a California Insurance License, supporting his work in financial planning and advisory services. He is committed to collaborating with individuals and families to develop personalized financial plans aimed at achieving their specific goals. Outside of his professional role, Errol enjoys family activities, football, hiking, movies, and traveling.

Jonathan Sheffield is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2004, he has served entrepreneurs, business owners, wealthy families, and foundations, focusing on a customized approach to wealth management grounded in each client's unique goals and priorities. Jonathan integrates strategies across a spectrum of needs including family office services, investment management, alternative investments, trust and estate planning, custom credit and lending, as well as philanthropic services. Jonathan holds a Bachelor of Science degree from the University of Southern California and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He has been recognized on Forbes lists, including the "America's Top Next-Generation Wealth Advisors" in 2018 and 2020, and the "Best-in-State Wealth Advisors" list in 2021. Outside of his professional career, Jonathan enjoys spending time with his family, coaching his three sons in baseball, soccer, and basketball. His hobbies include golfing, swimming, surfing, and other outdoor activities. He resides in Palos Verdes with his wife and their children.

Samee Dokovic is a financial advisor at Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, Samee worked at California State University, Fullerton, and Target Co. from 2019 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning utilizing firm-approved tools and models to support client decision-making.

Rhonda Finby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns Chocolate Properties, LLC, a personal asset management company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

David Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2019. He helps clients develop strategies to address their specific wealth planning goals. Prior to his current role, he held various positions at Fidelity Investments, including Investment Consultant, Relationship Manager, Stock Plan Consultant, and Financial Representative, gaining comprehensive experience in financial services since 2014. David holds a California Insurance License, which supports his work in providing financial consultation and planning. Outside of his professional career, he enjoys activities such as spending time at the beach, playing and watching football and tennis, hiking, and reading.

Thomas Mann is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at In-N-Out Burger and Regional Finance. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and investment programs, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services but generally does not provide individual security recommendations as part of standalone financial plans.

Nina Mccoy is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of investment offerings.

Sonya Oliver is a CFA® charterholder with 29 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked for three years. Prior to this, she spent eight years at First Republic Investment Management, Inc. and First Republic Securities Company LLC. J.P. Morgan Securities LLC 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 in its recommendations.