Logan Yamamoto is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions in education and hospitality. He is also currently affiliated with the University of Southern California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ryan Aikens is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

Ahmed Razi is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank NA since 2012. Outside of his advisory role, he co-owns an online business selling leather wallets and sheets. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.

Benjamin Yodowitz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his advisory career in 2011 and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Benjamin focuses on developing customized financial strategies for high-net worth families and businesses, leveraging the resources available to the Lee & Yodowitz Group to implement modern investing techniques. His expertise includes wealth planning, cash management strategies, portfolio performance analysis, and relationship management. Benjamin is a graduate of the University of Southern California, where he earned a Bachelor of Science degree in 2010 and a Master of Business Administration (MBA) in 2017. He has been recognized multiple times in Forbes rankings as part of the Lee & Yodowitz Group, including listings on the Best-in-State Wealth Management Teams and Top Next-Generation Wealth Advisors Best-in-State lists. Outside of his professional activities, Benjamin resides in the Lunada Bay area of Palos Verdes Estates with his wife and two daughters. He enjoys golfing, traveling, and cooking in his free time.

Kaylee Elsom is a financial advisor with Raymond James & Associates, holding a Series 66 credential and one year of industry experience. Prior to her current role, she has held positions at Bend Parks and Recreation, POWDR Corp, and Mt Bachelor Zipline, and has been involved with Linfield University and Insure Pacific, an insurance agency where she occasionally assists. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Paul Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Bank of America Corporation, Wells Fargo NA, and Union Bank. Lee also has experience with Jswizzle LLC and worked at the University of California San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Nicolas Wondolowski is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including UBS, Fidelity Brokerage Services LLC, TD Ameritrade, and Securities America Advisors. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of client needs through discretionary strategies, third-party managers, and proprietary models.

Glynis Colosimo is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 designation. She has worked in various capacities within Morgan Stanley since 2002, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and quantitative models.

Richard Tran is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at Dossier Liquids and Vaporholic. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Jenkins is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, American United Life/OneAmerica Securities, Wells Fargo Clearing, Thrivent Investment Management, and other firms prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Jason Cunningham is a financial advisor with Morgan Stanley based in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies a structured planning process utilizing firm-approved tools and models.

David Cross is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and its affiliates for eight years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nicholas Bero is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, California State University San Bernardino, and Ventura College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products through a network of more than 4,000 advisors.

Daniella Vincent is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Love & Salt and Britt & Associates Ameriprise Financial. She has also been involved with The FoolProof Foundation and held various positions at Loyola Marymount University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a range of mutual funds, ETFs, and ETPs.

Scott Bishop is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at LPL Financial since 2018, following nine years at Wells Fargo Advisors Financial Network and prior roles at Wells Fargo Clearing and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Cengiz Volkan is a financial advisor with RBC Capital Markets in Rolling Hills, CA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill Lynch. Volkan is also a donor directing funds for the PVG Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Arthur Fu is a CFP® with 45 years of experience in the financial industry. He has worked at LPL Financial since 2025, following 17 years at Western International Securities, Inc., and prior roles at Financial West Group, Citigroup Global Markets, and Prudential Equity Group, LLC. He also manages a personal investment business, Arthur R Fu Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

Iliana Rosales is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She collaborates with local Financial Consultants to deliver a comprehensive planning experience for clients. Prior to this, she served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in client relationship management and financial representation. Before joining Fidelity Investments, Iliana worked at Vanguard as an Onboarding Specialist from 2019 to 2021 and as an Operations Specialist from 2017 to 2019. She holds a California Insurance License, supporting her professional expertise in the financial services industry. Outside of her professional work, Iliana enjoys interests such as food, outdoor adventures, reading, and skiing.

W. Kent Althouse is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he also works as a life and health insurance agent. MassMutual 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 planning engagements using proprietary software and educational seminars, with a range of event-driven planning services including divorce and estate settlement planning.