Arthur Lubin is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Morgan Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Annette Law is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. She is also a partial owner and agent for John Law DMD, Inc., where she provides administrative assistance. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

Abrahim Harb is a Financial Consultant currently working with Fidelity Investments since 2022. Prior to this role, he was a Relationship Manager at Bank of America from 2016 to 2022. In his professional capacity, he focuses on planning, goal setting, education, development, and adding value for his clients. Abrahim emphasizes building meaningful relationships by connecting with clients on both personal and professional levels. He partners with clients to develop customizable financial plans aligned with their unique goals and assists them in navigating various life events to maintain focus on their financial priorities. He holds a California Insurance License.

Laura Gruendler is a ChFC® with 26 years of industry experience, currently serving at Mass Mutual Investors Services in El Segundo, CA. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager services and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Arthur Lopes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2023, Lopes worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dennis Buenaventura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 brokerage, distribution, and investment management capabilities.

Chase Sandera is a financial advisor with Wells Fargo Clearing, holding CFP® and securities licenses Series 66 and Series 63, and has six years of industry experience. His prior roles include positions at Ocean Path, Mariner Platform Solutions, Merrill, and Wedgewood Inc. He has also spent time working with the University of Arizona. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions across a large network of advisors.

Shana Ice is a financial advisor at Morgan Stanley in El Segundo, CA, with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including MML Investors Services, MassMutual / Tomi Wealth Management, and Azzad Asset Management. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 using firm-approved tools and market outlook models.

Christopher Cobb is a financial advisor with LPL Financial in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he has served in the U.S. Navy since 2002, currently holding the position of Assistant Maintenance Officer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and technology, with both discretionary and non-discretionary management options.

Melissa Shadden is a financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at Santa Clara University. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Armand Alaverdian is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include 12 years at Waddell & Reed and several years as a self-employed advisor. Outside of his advisory work, he teaches piano for a few hours each month and occasionally auctions personal items online. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model involving multiple advisory program sponsors.

Kevin Corrigan is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Questar Asset Management, and Allianz Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance sales and holds ownership interests in investment-related LLCs. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and platforms to manage portfolios across asset classes.

Patricia Gall is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo in various capacities since 1994, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tanjeema Islam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2011 and has been associated with Wells Fargo Bank, N.A. since 1997. Wells Fargo Clearing provides retirement plan consulting services 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Henry Wu is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and approved planning tools, managing approximately $2.74 trillion in client assets.

Jessie Umana is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience at Hadd-Co and El Pollo Inka. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Gilberto Alvarez is a CFP® with 12 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2019 across several affiliated entities. Prior to Schwab, Alvarez was with Wells Fargo and its related firms from 2014 to 2021. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Vince Jones is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he held roles at firms including Cetera and Northwestern Mutual, and has also worked with various gig economy companies such as DoorDash and Uber Technologies. Outside of his financial advisory work, Vince serves as a high school baseball umpire for the California Baseball Umpires Association South Bay Unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and specialized planning in areas such as retirement and tax planning, with planning services delivered separately from managed-account programs.