Greg Alban is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Syed Ali is a Financial Consultant currently working with Fidelity Investments since 2022. He has 18 years of experience in the financial industry, during which he has held positions such as Vice President Financial Advisor at Merrill Lynch from 2014 to 2022, Private Client Banker at JP Morgan Chase from 2009 to 2014, and Registered Representative Premier Banker at Wells Fargo Investments from 2007 to 2009. Syed specializes in creating straightforward financial plans tailored to clients' unique goals. He focuses on educating clients to enable them to make informed financial decisions and collaborates with them to navigate both planned and unplanned life events by implementing various strategies aimed at achieving financial independence. He holds a California Insurance License. Outside of his professional work, Syed enjoys activities such as badminton, spending time at the beach, family activities, and reading.

Juan Olivares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015 and previously worked at Amazon from 2019 to 2021. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Tan is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 12 years of industry experience. His previous roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Scottrade Investment Management. Michael is also involved with LBS Financial Credit Union in an investment services capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios supported by in-house and third-party research.

Carl Leiva is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored by advisors using proprietary research and tools, with implementation options through brokerage or advisory programs.

Steven Alvarenga is a financial advisor with Charles Schwab in Torrance, CA, holding a Series 66 license and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Outside of his advisory role, he owns and manages several businesses, including an RV rental company, a gourmet cheese retail shop, and a tabletop game company. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and a centralized operational structure.

Binyamin Smith is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and four years of industry experience. He has worked with MML Investors Services, LLC since 2022 and has been associated with MassMutual Life Insurance Co since 2016. In addition to his advisory role, he is involved in life, disability, and long-term care insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Germaine Watson is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. Her background includes roles in educational programs such as USC TRIO - Upward Bound Saturday Academy and KIPP SoCal Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure.

Steven Keesal is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer and City National Bank before joining RBC Capital Markets. Keesal serves on the boards of several nonprofit organizations, including the Long Beach Area Council Boy Scouts of America and the YMCA of Greater Long Beach. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.

Frank Teng is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advising, he is involved in life insurance related activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

Christian Corado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a long tenure with Wells Fargo Bank dating back to 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Talon Love is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, Talon held various roles including positions at American Campus Community and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and offers diverse services including estate planning and access to proprietary investment research.

Sabine De Weijer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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.

James Gill is a Planning Consultant at Fidelity Investments, where he focuses on helping individuals and families develop personalized financial strategies. He aims to simplify complex financial concepts to enable clients to make informed decisions about their financial futures. James has extensive experience in the financial services industry, having held positions such as Senior Registered Client Associate at Wells Fargo Advisors from 2019 to 2025, Senior Financial Consultant at TD Ameritrade from 2018 to 2019, Financial Advisor at First Command Financial Services from 2013 to 2018, Equities Trader at ECHOtrade LLC from 1997 to 2012, and Specialist at Pacific Stock Exchange from 1991 to 1997. He holds a California Insurance License. Outside of his professional work, James has interests that include the beach, horseback riding, military service, motorcycles, photography, and traveling.

Alejandro Martinez is a financial advisor at Charles Schwab in Torrance, CA, holding a Series 66 designation. He began his career at Charles Schwab Bank and Charles Schwab & Co., Inc. in 2026. Prior to entering the financial industry, Martinez spent several years in education and various roles including positions at the University of Southern California and Kelly Services. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive integrated structure.

Tadanobu Yasuoka is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera since 2025 and previously held positions at Concourse Financial Group Securities Inc and Foresters Equity Services, Inc. Outside of his advisory role, he serves as president of Daiwa Insurance Marketing, an insurance brokerage he has operated since 1997. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and affiliated and third-party managers.

Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by Wells Fargo research and planning tools.

Ramon Morris is a Financial Advisor with Merrill Lynch Wealth Management based in the South Bay. He focuses on helping executives, business owners, and affluent families develop personalized financial strategies by understanding their short- and long-term financial goals. His approach centers on coordination, a long-term perspective, and disciplined decision-making to bring clarity and structure to complex financial decisions. Ramon's expertise includes college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and sports and entertainment. He supports clients by building models, analyzing different scenarios, and facilitating thoughtful planning conversations to help them evaluate options and move forward with confidence. He holds a Bachelor's degree from Chadron State College and has the Professional Investment Advisor (PIA) designation. Outside of his professional work, Ramon is involved in the community as a high school varsity football coach.