Philip Gironda is a financial advisor at Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

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.

Jeremy Hui is a financial advisor with Edward Jones in Fullerton, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Before joining Edward Jones in 2025, he worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services, among other roles. He also has experience as a self-employed professional and was associated with Casa Medici Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Mark Thornburg is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a partner in Timbercreek, a golf driving range in Lewisville, Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Henry Wu is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Clearing, and UBS Financial Services. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Jessie Umana is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Jessie worked at HADD-CO and had a nine-year tenure at El Pollo Inka. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable involvement in commodity pool operations and advisory roles to registered investment companies.