Justin Tafoya is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, and E*TRADE. Prior to his finance career, he was employed at DoorDash Inc. and American Airlines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Soriano is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and with Wells Fargo Bank NA since 2014. Outside of his advisory role, he assists with a rental property owned jointly with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Marc Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial guidance since 1987, working with high-net-worth individuals and business owners to address a broad range of financial needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income solutions. Marc holds a Bachelor's degree in Economics from the University of California, Santa Barbara. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is also a member of the Ed Slott Elite IRA Advisor Group. Marc’s approach centers on collaborating closely with clients to create personalized financial strategies aligned with their long-term goals. Outside of his professional work, Marc enjoys running, skiing, surfing, swimming, and spending time with his family.

Rodney Viloria is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities and National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Darin Miller II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Luana Branigan is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 advisory 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.

Noelle Calara is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. She has worked at UBS since 2025 and previously held positions at Fidelity Investments and Northwestern Mutual. Calara also has a background linked to the University of Washington and experience with the Husky Union Building and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of portfolio management, financial planning, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management, delivering advisory work supported by proprietary research and model-based asset allocations.

Eric Johnson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and previously worked for Kinecta Financial & Insurance Services and LPL Financial for 20 years. Johnson is also active as a financial advisor with Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Leslie Robertshaw is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, Leslie worked at Wilshire Associates from 2018 to 2021 and studied at the University of Southern California. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment resources.

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.

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.

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.

Donavan Mayes is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Wells Fargo in 2017. Outside of his advisory role, he serves as co-trustee for his grandmother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

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 licenses and bringing 26 years of industry experience. His prior roles include positions at Waddell & Reed and A. G. Edwards & Sons, Inc., as well as fifteen years of self-employment. Outside of advising, he teaches piano several hours per month. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

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.