James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Robert Sarkissian is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co, where he has been since 2013. Outside of advisory roles, he is engaged in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning using firm-approved software tools.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes multiple roles within Wells Fargo and UBS Financial Services. Outside of her advisory work, she is a wellness advocate selling essential oils through DoTerra Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm supports tailored recommendations using proprietary research and planning tools, with clients able to choose how to implement suggested strategies.

David Allen is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Tuck is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation and has prior work experience with firms including HIREEZ and SV Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

John Hamm III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior experience includes six years at Prudential Equity Group, LLC. He also serves as a trustee for multiple family trusts in California and Oklahoma. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Justin Smith is a Series 66-licensed financial advisor at Osaic with one year of experience. He previously worked at Securities America, Inc. and National Planning Corp. In addition to his advisory work, Smith prepares tax returns and provides tax consulting through Ritas Smith and Associates. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides various programs including financial planning, managed portfolios, and retirement plan consulting.

Kevin Gotts is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he teaches at California State University, Fullerton. 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 financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both advisory and non-advisory services.

Jonathan Pineda is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Merrill, and Morgan Stanley. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Simon Tuman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple firms within the Cetera network as well as Miracle Mile Advisors, LLC, and MEA Wealth Advisors. Outside of his advisory role, he serves as president of the Hazel St Townhomes Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

August Deangelo Jr. is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he has experience in travel and roles at Murphy, Murphy, and Murphy Inc., as well as Duck Foot Brewing Company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, supported by proprietary research and tools.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradford Dickson is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2012, working from the Long Beach, CA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

William Towne III is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Goldman Sachs and has a background that includes service in the United States Marine Corps and the Marine Corps Reserve. He also held roles at Harvard Business School and several technology and defense companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, with clients retaining final decision-making authority.

Michael Cunningham is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes 15 years at Citigroup Global Markets and 3 years at Morgan Stanley prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute and other sources.

Efa Ferrer is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in establishing comprehensive financial plans tailored to their unique goals and priorities. Since joining Fidelity in 2023, she has worked as a Planning Consultant and currently holds the Wealth Management Planning Consultant role. Prior to Fidelity, Efa gained experience as a Senior Registered Client Service Associate at Morgan Stanley from 2019 to 2023 and served as Director of Case Management at Margaret May Insurance & Financial Services from 2017 to 2019. She holds a California Insurance License. Outside of her professional work, Efa enjoys camping, hiking, outdoor adventures, painting, reading, and yoga.

James Griffin is a CFP® professional with 29 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked for 10 years. His prior experience includes roles at Wells Fargo Investments, Citigroup Global Markets, and Merrill. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.