David Cross is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

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 financial advisor with LPL Financial in El Segundo, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 45 years of industry experience, including 17 years at Western International Securities, Inc. and more recently with LPL Financial. Fu also manages his own investment entity, Arthur R Fu Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research, third-party subadvisors, and advanced technologies.

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.

Christopher Malone is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. His prior roles include positions at Shay Capital and BBL Commodities. 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 offers a structured planning process using firm-approved tools and market projections.

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Perez Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Kestra Advisory and Kestra Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Kathryn Mogg is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals and risk tolerances.

Rena Pitchess is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advising, she is involved in tax preparation and accounting through her business, Pitchess & Pitchess. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers.

Sandro Winkworth is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated firms since 2005. Outside of his advisory role, he is president of two support companies, Winkworth Wealth Strategies and Muskoils and Meemers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dean Seligman is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting.

Marta Escobar Rhodes is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Merrill since 2011. Based in Rolling Hills Estates, CA, she holds a notary public license, which she uses occasionally to notarize documents for clients. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies overseen by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of asset allocation and tax-aware investment options.

Thomas Salvatierra is a CFP® and holds a Series 65 license, with 14 years of industry experience. He is currently with Fisher Investments and previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, providing discretionary portfolio management through a centralized investment process that utilizes quantitative and qualitative research. The firm offers sub-advisory and retirement plan services while managing a broad range of equity, fixed-income, and blended mandates.

Max Lagao is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is involved as a consultant for a baby products business called The Baby Whisperer. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and investment estimates to model outcomes.

Thomas Immer Jr. is a CFP®-designated financial advisor at Edward Jones in Torrance, CA, with eight years of industry experience. His prior work includes roles at New CAPS LLC, Baby Monarchs, Inc., Kentucky All Access, LLC, and 3 Leaf Realty Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jose De Jesus Alanis Garcia is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A., and in sales roles. His background also includes work at California State University Northridge and involvement with Antonios Parking Inc. 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 for individual and institutional clients.