Christopher Cobb is a financial advisor with LPL Financial in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he has served in the U.S. Navy since 2002, currently holding the position of Assistant Maintenance Officer. 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 range of financial planning and advisory programs, supported by research and technology, with both discretionary and non-discretionary management options.

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 designations and bringing 26 years of industry experience. His prior roles include 12 years at Waddell & Reed and several years as a self-employed advisor. Outside of his advisory work, he teaches piano for a few hours each month and occasionally auctions personal items online. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model involving multiple advisory program sponsors.

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.

Nelly Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since joining the firm in 2017. She began her financial services career in 2004 and has experience assisting clients with significant life transitions such as retirement, inheritance, and business sales. Throughout her career, she has worked at JPMorgan Chase for eleven years, including five years at Chase Private Client, and at a boutique investment firm for two years. Nelly's approach to financial advising emphasizes understanding clients' values, visions, and what they find meaningful for themselves and their families. She collaborates with clients to build personalized plans aligned with their goals and aspirations, focusing on areas such as college education planning, family wealth management, retirement income, and socially responsible investing. She holds a Bachelor's degree in Business from the University of Redlands and the Personal Investment Advisor (PIA) designation. In addition to her professional work, Nelly is Co-director of Programming for Merrill's Greater Los Angeles Chapter of LEAD for Women, promoting education and professional development for women. She also volunteers with her high school's alumni association to support scholarships and student activities. Nelly and her husband, Lionell, enjoy spending time with their baby boy, two rescue dogs, and exploring the outdoors.

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.

Darya Allen Attar is a Series 66-licensed financial advisor with Morgan Stanley, based in Santa Monica, CA, and has 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory work, Attar is involved in several community and entrepreneurial activities, including serving on the boards of the United Way Women Leaders and West Side YMCA, and leading initiatives such as Chick Launcher, a network and competition supporting women entrepreneurs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and financial planning strategies.

Mark Givenrod is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with LPL Financial since 2022 and has longstanding roles at Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. Outside of his advisory work, he serves in an investment-related capacity at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lauren Mobley is a financial advisor with Morgan Stanley in Santa Monica, California, holding a Series 66 designation and 18 years of industry experience. She previously worked for RBC Capital Markets for 15 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Henry Wu is a financial advisor at Morgan Stanley in El Segundo, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and approved planning tools, managing approximately $2.74 trillion in client assets.

Jessie Umana is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience at Hadd-Co and El Pollo Inka. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Robert Schott Jr is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014 and 2015, respectively. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory recommendations alongside access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Gilberto Alvarez is a CFP® with 12 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2019 across several affiliated entities. Prior to Schwab, Alvarez was with Wells Fargo and its related firms from 2014 to 2021. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Patrick Norambuena is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has prior work history with Bank of America, The Prudential Insurance Company of America, Pruco Securities LLC, Charter Communications, and Frontier Communications. He is based in Los Angeles, CA. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vince Jones is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he held roles at firms including Cetera and Northwestern Mutual, and has also worked with various gig economy companies such as DoorDash and Uber Technologies. Outside of his financial advisory work, Vince serves as a high school baseball umpire for the California Baseball Umpires Association South Bay Unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and specialized planning in areas such as retirement and tax planning, with planning services delivered separately from managed-account programs.

Jessica Pasco is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to her current role, she has worked in various positions across the technology and recruitment sectors. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.