Rashaan Coleman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Bank of America. Outside of his advisory role, Coleman serves as a board member and vice chair of the Finance Committee for the Coalition for Engaged Education, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-designed tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Roy Payo is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Cetera entities since 2019, with prior experience at Clarke Financial Group and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Roya Salehirad is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an active owner managing an income property in Palm Desert, California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Arash Sabahi is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2010. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis, with tax-aware strategies and risk management techniques such as derivatives and tax-loss harvesting.

Martha Holladay is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of her advisory role, she is a California Notary Public. Charles Schwab serves primarily 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 relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Art Ignacio is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

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 designations and bringing 33 years of industry experience. His career includes tenure at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He is based in El Segundo, California. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Timmie Ho is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill, Ho worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Ho has held positions in the food service industry and attended Norco College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

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.

Antonio Goodwin is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, Goodwin owns and instructs at Lions Pride Complete Martial Arts and teaches self-defense, self-awareness, and financial literacy through a nonprofit organization. He also serves on the board of the Alcott Center for Mental Health Services and occasionally works as a DJ at social events. Ameriprise is an institutional firm that offers retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies in their recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

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.