Steven Siepak is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with Cetera and its affiliated entities since 2018. Prior to that, he worked at National Planning Corporation from 2008 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through a multi-manager platform.

Andrew Dilsaver is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and possessing 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as treasurer for the Carson Chamber of Commerce, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with a broad suite of retail and institutional services.

Natalie Broderick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she manages rental properties and serves as a trustee for a family member. 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 IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxwell Gecowets is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Smith Barney LLC, Chapman, and various roles outside finance such as at SVS Parking Company and Tillys. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Rony Soto is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo entities since 1996, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jacqueline Ginsburg is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked with Richard F. Ginsburg, Attorney at Law, and has experience in the retail and automotive event sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering customized financial planning and a broad range of advisory programs supported by firm-approved planning tools and extensive resources.

Yik Sing Chan is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at East West Bank, Charles Schwab, Bank of America, Merrill, HSBC, and served in the US Army. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment approaches.

Jocelyn Ortiz is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She has progressed through several roles within the company, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate since 2020. In her current role, Jocelyn partners with clients to develop personalized financial strategies that align with their unique goals and values, guiding them through the complexities of financial planning. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional responsibilities, Jocelyn engages in various personal interests such as socializing with friends, music, caring for pets, reading, traveling, and volunteering.

Jacqueline Kaden is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2016. Outside of her advisory role, she operates a small jewelry business called Designs by Jacaranda. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is involved in managing model portfolios and acting as a registered commodity pool operator.

Joseph Chavez Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked with J.P. Morgan entities since 2016, with additional experience at Security Services Group and a brief role at Long Beach Beer Lab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Jamie Tam is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at City National Bank since 2018, in addition to his role at RBC Capital Markets LLC since 2015. Tam serves on the board of the Violence Prevention Coalition of Greater Los Angeles, organizing community workshops on violence prevention. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles using both in-house and third-party managers and offers a variety of portfolio management programs.

Alan Quezada Santillan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans tailored to their long-term goals. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Alan holds a California Insurance License, which supports his work in financial consulting. Outside of his professional responsibilities, he has interests in fitness, music, and running.

Kim Bright is a CFP® with 14 years of industry experience currently affiliated with OSAIC and Royal Alliance. She operates a sole proprietorship, Bright Financial Planning, in which she prepares financial statements, budgets, and forecasts for small businesses and also works as an insurance agent recommending coverage when appropriate. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

An Le is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, An Le worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill Lynch, and Valic Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

David Latham is a CFP®-credentialed financial advisor with LPL Financial in Long Beach, CA, bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. 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 and financial planning services with both discretionary and non-discretionary management options.

Janet Kim is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and simulations to support its advisory services.

Roxanna Basetvat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at BNY Mellon and Cetera Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. The firm integrates advisory services with other financial products, offering tailored recommendations supported by Wells Fargo research and planning tools.

Colleen Orourke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2009 and has been with Wells Fargo Clearing since 2016. Her previous roles include a position at Wells Fargo Advisors LLC from 2011 to 2016. 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 a range of brokerage and advisory solutions.

Justin Briscoe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Wolters Kluwer, Bank of America, and American Funds/Capital Group. Based in Long Beach, CA, he has been with Edward Jones since 2020. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Pime is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is involved in buying and selling sports cards on eBay. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides specialized planning services such as divorce and estate-settlement planning.