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.

Lauren Hebert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at various JPMorgan entities since 2014 and is also the owner of Fairytale Media LLC, a company that produces audio recordings of AI-generated bedtime stories for children. 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 institutional advisory capabilities with broker-dealer and investment adviser registrations to serve its clients.

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.

Christopher Faris is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Avantax Advisory Services and HD Vest Insurance Services, as well as operating his own wealth management firm. He served on the Edelweiss Haus HOA Board of Directors for six years and works as an independent insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program structures, and access to third-party money managers.

Jay Pangelinan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Rene Costales is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Rene was employed at Adorama, Inc. and Recreational Equipment, Inc. (REI). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Philip Gironda is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Melanie Carvalho is a financial advisor with LPL Financial based in Huntington Beach, CA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate, as well as involvement with California Cemetery and Funeral Services, LLC. 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 broad range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.