Matthew Martinez is a financial advisor with J.P. Morgan Securities in Simi Valley, CA, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Transamerica Financial Advisors, Inc., and Revolution Financial Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jessica Lackmeyer is a financial advisor at Merrill with Series 66 registration and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019 and has prior experience with AdvicePeriod, EP Wealth Management, and other organizations. Outside of finance, her work history includes roles at Malibu Cafe and Sulife Organics. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Winterson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Tho Ngo is a Certified Financial Planner (CFP®) associated with Edward Jones, where he has 16 years of experience, including 15 years in the industry. He has been with Edward Jones since 2010 and holds the Series 66 designation. Ngo is also a partner in McGhee and T LLC, a commercial real estate business in Statesboro, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Barry Peterson is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining UBS in 2021, he worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for a combined ten years. He serves on the charitable board and grants committee of QueensCare and is a member of the board of directors for Volunteers of America Los Angeles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Irene Kogan is a financial advisor at Cetera with 38 years of industry experience. She has held roles at Cetera and its affiliates since 2013 and has worked with Financial Network Advisory Corp. since 1992. She holds the Series 63 designation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Chelsea Deng is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. Her prior work includes roles at Merrill and Bank of America, N.A. She is also the sole proprietor of a private investment and finance LLC based in Los Angeles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

David Lee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Emily Kim is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Kirk Wendorf is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. UBS Financial Services 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Francesco Setola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Tori Samuel, Waddell & Reed, PRUCO Securities, Prudential Insurance Company of America, and Foresters Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management options and research from multiple sources.

Ebby Kahen is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at J.P. Morgan Securities in Los Angeles. She has worked within various J.P. Morgan entities since 2014. Kahen is also a board member of the Young Musicians Foundation, a nonprofit organization focused on providing music education to underserved communities in Los Angeles. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

William Janney is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes roles at DB Fitzpatrick and Co. and Wolf One Farms, as well as teaching positions at The College of Idaho and Pacific Palisades High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Catherine Cole is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Daniel Shandling is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Karen Elliot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she operates an online resale business selling clothing and books and works as cruise staff for Vikings Cruises. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Preston Edwards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ian Macwood is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2011. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracey Gluck is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank since 2010. Gluck serves as a board member of the UCLA Health System. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.