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 designations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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 CFP® professional with six years of industry experience. He is currently affiliated with Wells Fargo Clearing in El Segundo, CA, and has previous experience at Merrill and Wedgewood Inc. He is also involved with Ocean Path and Mariner Platform Solutions. 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 employs research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Shana Ice is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at MML Investors Services, MassMutual/Tomi Wealth Management, and Azzad Asset Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Christopher Cobb is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. He has served in the U.S. Navy since 2002 and currently holds a role as Assistant Maintenance Officer alongside his advisory work. 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 wide range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor resources and technology.

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 nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she worked at Santa Clara University for one year. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services through a structured process centered on discovery and modeling tools.

Armand Alaverdian is a financial advisor with Equitable Advisors in Hermosa Beach, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and A. G. Edwards & Sons, Inc. Outside of advising, he teaches piano for a few hours each month. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

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 at Wells Fargo Clearing with a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Bank since 1994 and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.