Timothy Healy is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers specialized planning in areas such as business-owner transition, sports and entertainment, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Marco Vasquez is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Azouz is a financial advisor at LPL Financial in El Segundo, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Summit Financial Group and Summit Brokerage Services. He is involved with Paradigm Financial Planning Group, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Cox is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 63 designation and 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Michael Baghramian is a Senior Financial Advisor and a Senior Vice President at Merrill Lynch Wealth Management. He is also a co-founder of The Peninsula Group, where he works closely with a select group of clients, providing attentive focus and developing thoughtful strategies to support their financial goals. Before joining Merrill Lynch in 2024, Michael spent 17 years at UBS and Morgan Stanley. Michael's expertise includes tax-sensitive portfolio design, alternative investments, risk analysis, and strategies for concentrated and restricted stock. He is experienced in providing customized lending opportunities and liquidity strategies and has a deep understanding of RSUs, stock options, and ESPP. Michael's client focus areas include college education planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, and tax minimization. He holds a B.S. in Management Science from the University of California, San Diego, and maintains California life and health insurance and annuity licenses. Michael grew up in Palos Verdes Estates, where he currently lives with his wife and three children. Outside of work, he is involved in his local church and enjoys playing beach volleyball.

Scott Trout is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, previously working at Morgan Stanley Smith Barney starting in 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by proprietary tools and risk modeling, managing approximately $2.74 trillion in client assets.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tunc Diptas is a Series 66-credentialed financial advisor with Wells Fargo Clearing, based in El Segundo, CA, and has 16 years of industry experience. He has worked at various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he owns and operates two businesses focused on life coaching and website creation for small businesses. 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 options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Brandon Panfil is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 credential with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank and Signia Capital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Craig Davis Jr. is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dennis Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as trustee for charitable and marital trusts established by a deceased client. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides integrated services including financial planning, custody, and brokerage.

John Newitt is a financial advisor with LPL Enterprise, holding 50 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over two decades. Outside of his advisory role, he serves as president of Institutional Services Corporation, a firm providing administrative services to qualified retirement plans. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Reva Shakkottai is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. She serves on the UCLA Anderson School of Management Alumni Board of Directors as a representative of the MBA graduating class of 2002. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and integrates in-house and third-party investment managers.

Karin Knoop is a financial advisor with LPL Financial who holds the Series 66 designation and has 17 years of industry experience. Her prior experience includes roles at Effective Planning, Agi Accounting Services, and Waddell & Reed, Inc. She is involved with Effective Planning for tax preparation and accounting, as well as Wavelength Insurance Consulting as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by research and multiple portfolio management options.

Christopher Woo is a financial advisor with LPL Financial in Los Alamitos, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He is also the president of ICON TECH, a computer repair service company he has owned since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.

Michael De Metre Jr. is a financial advisor with Merrill in El Segundo, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, JPM Chase Bank, and the Santa Barbara Trust for Historic Preservation. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Malinda Difley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2016, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as an investment committee member for St. Cross Episcopal Church in Hermosa Beach, CA. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Blackmer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at Merrill for 26 years before joining J.P. Morgan in 2024. Michelle holds a Series 66 designation. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Randall Takaki is a CFP® with 21 years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and founder of Takwealth. He is also the founder of FARENH, LLC, a retail sales business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio services, third-party asset management, and access to various brokerage and insurance products.