Christine Lee is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, capital markets services, and securities-backed lending programs.

Michael Tahbaz is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and has 36 years of industry experience. He has been associated with Linsco Private Ledger since 2001. Outside of his advisory role, he has a real estate rental interest in a single-family residence in Harbor City, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Alice Bowdoin is a financial advisor at Merrill with 32 years of industry experience. She has previously worked at Fidelity Brokerage Services and Fidelity Personal Trust. She serves as a board member for the Highview Estates HOA in Manhattan Beach, CA. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vishal Sabharwal is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and CitiGroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Laura Minton is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Gebruder Weiss for six years and Cavalier Logistics for two years. She is a Series 66 credential holder. Outside of her advisory role, she serves as trustee for an irrevocable trust and manages a rental property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christian Penczar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Private Bank and Northwestern Mutual, as well as experience at Tulane University. 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 large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Michael Mais is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at LPL Financial and has prior experience with Wells Fargo Advisors, Wells Fargo Clearing, and UBS Financial Services. Outside his advisory role, he is involved with Pacific Coast Capital Management, an investment-related business associated with his LPL practice. 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 access, and institutional platforms.

Karim Youssef is the Vice President and Branch Leader at Fidelity Investments, where he currently leads a team of financial professionals focused on providing a comprehensive financial planning experience. In this role, he supports clients as they work toward their long-term financial goals. Mr. Youssef has a career spanning over a decade in financial services, beginning as a Financial Advisor at Merrill Lynch in 2011. He joined Fidelity Investments in 2012, serving in various capacities including Financial Consultant, Vice President Financial Consultant, and Regional Planning Consultant before his current leadership position. He holds a California Insurance License.

Kimberly Myers is a CFP® and holds a Series 66 license, with 20 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent 17 years at UBS Financial Services. She is based in El Segundo, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Financial Advisors and Estate Planning Strategies Group.

Mark Sikorski is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing access to proprietary research, capital markets services, and affiliated banking programs.

Meagan Hurst is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo and has experience in retail and freelance photography, operating Meagan Kathleen Photography as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mike Quarry is the Vice President and Branch Leader at Fidelity Investments in Los Angeles. He leads a team of Financial Consultants focused on helping clients achieve long-term financial success through financial planning and investment guidance. He has been with Fidelity Investments since 1993, holding various roles including Premium Services Director, Premium Services Manager, Investments Manager, Retirement Specialist, and Mutual Fund Service Representative before his current leadership position. He holds a California Insurance License. Outside of his professional responsibilities, Mike enjoys golf, skiing, and traveling.

Jacob Granados is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Matthew A. Hall CPA and STFIEL, as well as work outside finance with Harbour Surfboards and Redhawk Golf Course. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including portfolio management and financial planning. The firm blends institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Jason Lewis is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. since 2025. 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 additional brokerage, distribution, and investment management capabilities.

Alan Goldstein is a financial advisor at RBC Capital Markets with 58 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank, Bank of America, and Merrill Lynch among other firms. Goldstein serves on the board of the Torrance Memorial Medical Center Health Care Foundation and coordinates events for the PVG Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Kenneth Michelsen is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Investments, LLC for nine years. Outside of his advisory role, he owns and operates a wholesale vehicle dealership in Long Beach, CA. 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 leverages research and analytics to offer diversified investment solutions and distributes a variety of financial products through its bank and insurance affiliates.

Sharon Swarthout is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at firms such as Avantax Investment Services Inc, Girard Securities Inc, and First Allied Securities, INC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to various investment strategies and third-party managers.

Anil Pandey is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has been associated with various Cetera entities and First Allied Securities since 2016 and also has a background with Genpact. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program structures and investment strategies.

Steven Long is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized estate planning groups.

Ethan Paz is a Series 66-registered advisor with Morgan Stanley in Long Beach, CA, beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held various roles including ownership and operational involvement at Board & Brew. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved planning tools.