Christina Quezada is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA, as well as seven years at Lowe's Home Centers. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Justin Smith is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in El Segundo, CA. His career includes roles at Morgan Stanley Private Bank and Global Financial Advisors, as well as an early position at Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients in their financial decision-making.

Daniel Lee is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014, serving in both Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Brian Marshall is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved in property management as a co-owner and sole proprietor of several real estate holdings in Goleta, California. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm-approved tools and investment models and provides a wide range of advisory programs and services.

Justin Fleming is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC. Fleming operates a retail financial advisory business in Redondo Beach, CA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with the client’s advisor. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alexander Najera is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held positions at Lyft, Uber Technologies, and Morgan Stanley. Outside of his advisory role, he has been involved in private security services with Allied Universal and worked as a contractor for Uber Technologies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities.

Sebastian Jones is a financial advisor with Thrivent Investment Management in Harbor City, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Thrivent in 2026, he worked at First Command Brokerage Services, Advisory Services, and Insurance Services in 2025, and spent nine years with the Los Angeles Police Department from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a range of planning topics. The firm’s services are available as one-time or ongoing engagements and are distinct from portfolio management or institutional advisory functions.

Jean Ruimy is a financial advisor with Ameriprise in Redondo Beach, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he owns Abundant Mama, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Geraghty is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 1994 to 2009. Outside of his advisory role, he is president of an S-Corp that owns a warehouse in Commerce, California. 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 through its Financial Advisors and Estate Planning Strategies Group.

James O'Grady is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 credential and 20 years of industry experience. His prior work includes roles at Merrill and Banc of America Investment Services. He also operates under the DBA Braemar Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and advanced research tools.

Christopher Sommer is a financial advisor with LPL Financial, holding a Series 63 designation and 33 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Chase Investment Services Corp. and Wamu Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various investment strategies and platforms supported by research and operational tools.

Patrice Daniels is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Patrice has worked at Primerica Advisors since 2006 and at Primerica Financial Services since 2000. Outside of financial advising, Patrice is involved in healthcare as a nurse practitioner and nursing instructor at physician and community colleges. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party managers and custodians.

Anh Tuan Nghiem is a financial advisor with Merrill based in Huntington Beach, CA. He holds a Series 66 designation and has nine years of industry experience. Nghiem has been with Bank of America and Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sara Ticas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research and analytics with a range of brokerage and advisory solutions, managing roughly $671 billion in assets and employing over 14,000 financial advisors.

Darren Bui is a financial advisor with J.P. Morgan Securities in Fountain Valley, CA, holding Series 66 and Series 63 licenses and with 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has also worked with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Pitcher is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Since 2011, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Hisela Chinchay is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Ameriprise and WESCAP Group prior to joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Eugene Lam is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. His career background includes roles at Wells Fargo Advisors, Wells Fargo Bank, Merrill, Citigroup, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment management and financial planning services through a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with various discretionary and non-discretionary portfolio management options across multiple program platforms.

Glen Ferrand is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 1996 at Merrill Private Wealth Management in Geneva, Switzerland. Glen and his team provide wealth management strategies and services to individuals, families, foundations, and institutions, focusing on risk management and customized financial strategies. He holds several professional designations, including Chartered Financial Analyst (CFA®) Charterholder, Certified Financial Planner (CFP®) Professional, Financial Risk Manager (FRM®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Divorce Financial Analyst (CDFA®) Professional. Glen is a regular member of The Global Association of Risk Professionals and serves as an active committee member of the Ethics & Advocacy Group within the Los Angeles Society of Financial Analysts. He earned a bachelor's degree from Ecole de Commerce and speaks French, German, and English. Glen currently resides in Manhattan Beach with his wife and three children. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and retirement income. He is also involved with the Los Angeles Society of Financial Analysts through committee work.

Vincent Jacobs is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years and Anchor Loans for one year. Jacobs is also involved in mortgage and real estate services as a real estate agent in Long Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.