Dorian Oriol is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Merrill, and Bank of America. Before entering finance, he worked at Chipotle Mexican Grill. 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. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lisette Carrillo is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mark Correa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo affiliated firms since 2015. Correa is based in Reno, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jenniffer Andrew is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Rolling Hills Estates, CA. She has 11 years of experience with Wells Fargo, joining the firm in 2015. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Kadeem Wells is a financial advisor at Primerica Advisors in Torrance, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of advisory work, he is involved with World Class Finance & Associates LLC, a business formed for Primerica-related purposes. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and operates with approximately 3,948 advisors and $15.5 billion in assets under management.

Michael Giron is a financial advisor at Cetera with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Cetera entities since 2017. Prior to that, he was employed at Wescom Credit Union from 2013 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and unaffiliated third-party managers, and manages over $256 billion in assets.

Cary Schultz is a CFA® charterholder and Series 66 licensee with 14 years of industry experience. He currently holds an advisory role at LPL Financial and previously worked at OSAIC and SagePoint Financial. In addition to his advisory work, Schultz is also a licensed CPA providing tax preparation and accounting services. 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 wide range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Nathalie Cohen is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Her current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Alejandro Gomez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, Lyft, and TM Wireless, Inc. since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Luis Sampedro is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including 19 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Adam Rutz is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as ownership of a vending machine business, Rutz's Resale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs analysis.

Anupma Parks is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she serves as a wine ambassador for two wholesale and distribution companies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Daniel Pantucci is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Merrill since 1993 and concurrently with Bank of America since 2009. Outside of his advisory role, he is an owner of a personal trust involved in managing investment property. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raja Ramalingam is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has been with Cetera Wealth Services, LLC since 2015 and joined Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of program options.

Kimberly Cutler is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets, Inc. from 2008 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that includes use of firm-approved tools and models to support plan outcomes. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional offerings.

Daniel Valdes is a financial advisor with LPL Financial in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2017, he worked for 15 years at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Larry Prutch is a financial advisor with RBC Capital Markets in Rolling Hills, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. He is 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 individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and integrates in-house and third-party investment managers to tailor strategies to client risk profiles.

Dana Jacobs is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through Corporate Financial Planning agreements with employers.

Yousef Bittar is a financial advisor with Wells Fargo Clearing Services LLC in El Segundo, CA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His work history includes roles at Wells Fargo Bank NA, U.S. Bancorp Investments, Inc., U.S. Bank, and Align11. 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 utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data, offering both brokerage and advisory solutions.

Jan Miller is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she works as a water aerobics instructor at Bay Club in Redondo Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling techniques to deliver tailored financial plans.