Charles Richey is a financial advisor with LPL Financial in Seal Beach, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes positions at E.K. Riley Investments and multiple roles at Morgan Stanley from 2001 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 participant-level retirement advice, supported by a large network of investment adviser representatives.

Lisa Meidl is a financial advisor at Merrill with 28 years of industry experience, including 21 years at Merrill. She holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a minority owner in a family business, Cliff Meidl Enterprises, LLC. Merrill, along 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 investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Raenicia Haworth is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her background includes roles at various educational institutions and the Boston Institute of Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Adam Hartrum is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior roles include positions at Securities America Inc, Assetmark, Inc., and Niemann Capital Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Nisha Kijkanakorn is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Her background includes roles in education at the University of Southern California, Wesley College, and Bangkok International Preparatory and Secondary School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Stine is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, concurrently working with JPMorgan Chase Bank, N.A. since 2010. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Seung Wan Suh is a financial advisor at Morgan Stanley with four years of industry experience. He has held positions at Better Mortgage and J.P. Morgan Securities LLC prior to his current role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Debra Del Nero is a financial advisor at Ameriprise with 35 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Catalina Homeowners Association in Redondo Beach, CA. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kurt Murakami is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Houlihan Lokey Capital, Inc. and Live Nation Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports clients through various investment and financial planning strategies.

Sandra Duran is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and has been with Morgan Stanley & Co., Incorporated since 2007. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, offering a range of advisory programs supported by structured planning tools and broad retail and institutional services.

Alexander Piper is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at firms such as Northwestern Mutual, Primerica Financial Services, and Globe Life. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm implements an ESG eligibility framework and provides non-discretionary advice through a specialized team of Wealth Advisors.

Martin Camarena is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC. Outside of his advisory role, Camarena works as a longshoreman with the Pacific Maritime Association. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dora Pasco is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Midas Wealth Group, a DBA for her LPL business, since 2015. Previously, she spent eight years with Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with investment approaches that include strategic and tactical allocations, direct indexing, and alternative exposures.

Clifford Okuda is a financial advisor with Ameriprise in Torrance, CA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Jonathan Woo is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Credit Suisse Securities, RBC Capital Markets, and served in a role at Cornell University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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-based simulations.

Daniel Dominguez is a financial advisor at Morgan Stanley in Torrance, CA, with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Bank of America, Merrill, Comerica Bank, Mass Mutual, U.S. Bancorp Investments, and JPMorgan Chase prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Magdalena Georgopoulos is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2009 and previously held positions at Chase Investment Services Corp., Wamu Investments, Inc., and Citicorp Investment Services. Outside of her advisory role, she operates Georgopoulos Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Michael Konyalian is a financial advisor with LPL Financial based in Torrance, CA. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior work includes roles at BMO Bank NA, U.S. Bancorp Investments, Inc., U.S. Bank, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.