Anthony Hayek is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Morgan Stanley and has worked previously at Ameriprise, California Wealth Advisors, Centaurus Financial, UCLA Health, Fidelity Investments, and Bank of America/Merrill. Hayek has also owned a business for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Brian Thomas is a financial advisor at JBB Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Jacobs & Jacobs, CPA since 1991. JBB Financial, LLC is an independent registered investment adviser that focuses on consultative services rather than portfolio management or percentage-of-assets-under-management fees. The firm has connections with an accounting firm and other advisers, combining tax and investment advisory activities.

Bruce Thomas is the sole advisor at Bruce James Thomas Jr, an independent firm based in Moorpark, CA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 13 years of industry experience. Thomas has operated as a registered investment advisor since 2011. In addition to advisory services, he is a California-licensed insurance agent, dedicating a portion of his time to insurance-related activities outside of trading hours. The firm serves a very small client base and does not provide portfolio management or use assets-under-management fee structures. It offers investment advisory and related financial services through non-AUM fee arrangements, with an uncommon combination of insurance brokerage and advisory services.

Dorothy Beck is a financial advisor with Chaos Solved, Inc. She holds a Series 65 credential and has 16 years of industry experience. She has been involved with Chaos Solved, Inc. since 1993 and with Chaos Solutions Corp. since 1998, where she serves as vice president. Chaos Solved, Inc. is an investment manager focusing on managing pooled vehicles and institutional assets rather than individual retail accounts. The firm offers discretionary portfolio management and account review services and operates with a capacity for performance-based fees and pooled-vehicle strategies.

Donald Beck Jr. is a Series 65-licensed financial advisor with 16 years of industry experience. He is affiliated with Chaos Solved, Inc. and has also served as president of Chaos Solutions Corp., a real estate management and investment firm, since 1998. Chaos Solved, Inc. specializes in managing pooled investment vehicles and institutional assets with discretionary portfolio management and performance-based fee structures. The firm operates with a small advisory team across multiple offices and appears focused on future institutional mandates rather than current retail client assets.