Scott Trout is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, previously working at Morgan Stanley Smith Barney starting in 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by proprietary tools and risk modeling, managing approximately $2.74 trillion in client assets.

Mark Elliott is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has worked at City National Bank since 2019 while maintaining his association with RBC Capital Markets since 2008. Elliott serves as a voting board member of the Beachside Bruins Alumni Network, a UCLA alumni group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tunc Diptas is a Series 66-credentialed financial advisor with Wells Fargo Clearing, based in El Segundo, CA, and has 16 years of industry experience. He has worked at various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he owns and operates two businesses focused on life coaching and website creation for small businesses. 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 options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jake Parsons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with individuals and their families to develop sustainable long-term financial plans, focusing on personalized wealth planning within a collaborative team setting. Jake joined Fidelity Investments in 2023 and has held several roles, including Financial Representative from 2023 to 2024, Relationship Manager from 2024 to 2026, before becoming a Planning Consultant. He holds a California Insurance License. Outside of his professional work, Jake has interests in baseball, beach activities, biking, cars, hiking, and motorcycles.

Brandon Panfil is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 credential with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank and Signia Capital. 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. The firm’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Craig Davis Jr. is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dennis Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as trustee for charitable and marital trusts established by a deceased client. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides integrated services including financial planning, custody, and brokerage.

John Newitt is a financial advisor with LPL Enterprise, holding 50 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over two decades. Outside of his advisory role, he serves as president of Institutional Services Corporation, a firm providing administrative services to qualified retirement plans. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Reva Shakkottai is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. She serves on the UCLA Anderson School of Management Alumni Board of Directors as a representative of the MBA graduating class of 2002. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and integrates in-house and third-party investment managers.

Karin Knoop is a financial advisor with LPL Financial who holds the Series 66 designation and has 17 years of industry experience. Her prior experience includes roles at Effective Planning, Agi Accounting Services, and Waddell & Reed, Inc. She is involved with Effective Planning for tax preparation and accounting, as well as Wavelength Insurance Consulting as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by research and multiple portfolio management options.

Christopher Woo is a financial advisor with LPL Financial in Los Alamitos, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He is also the president of ICON TECH, a computer repair service company he has owned since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.

Michael De Metre Jr. is a financial advisor with Merrill in El Segundo, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, JPM Chase Bank, and the Santa Barbara Trust for Historic Preservation. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Malinda Difley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2016, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as an investment committee member for St. Cross Episcopal Church in Hermosa Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Blackmer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at Merrill for 26 years before joining J.P. Morgan in 2024. Michelle holds a Series 66 designation. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Randall Takaki is a CFP® with 21 years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and founder of Takwealth. He is also the founder of FARENH, LLC, a retail sales business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio services, third-party asset management, and access to various brokerage and insurance products.

Trevor Kimbro is a financial advisor with Edward Jones in Torrance, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Julia Ngo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, N.A./Merrill Lynch and First Command. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Deric Wild is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at JPMorgan Chase and Wells Fargo. Outside of his advisory work, he operates an online business selling artistic and collectible goods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

Amy Foster is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Osaic Wealth, Inc., joining the firm in 2023 after 31 years at Royal Alliance Associates, Inc. Foster serves as trustee for multiple family trusts and operates a separate business selling life, health, and long-term care insurance. Osaic Wealth, Inc. provides integrated brokerage and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm utilizes a variety of investment tools and third-party platforms to offer customized portfolio management across multiple asset classes.

Paul Dowling is a financial advisor at Morgan Stanley in Torrance, CA, with 35 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.