Luis Arzate is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Edgar is a financial advisor with Merrill in El Segundo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Merrill since 2017 and is also employed by Bank of America, N.A. since 2019. Outside of his advisory role, Edgar is a consultant and independent contractor driving for Uber and serves as a board member and trustee of the Redondo Beach Moose Lodge. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Megan Cornille is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 supported by proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.

Deana Lisee is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for multi-generational families within the Private Wealth Management sector, focusing on delivering service tailored to individual client needs and preferences. Her professional experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2024 and Retirement Consultant from 1998 to 2003. Deana holds a California Insurance License, supporting her work in financial and retirement planning. Outside of her professional responsibilities, Deana engages in activities such as baseball, concerts, family activities, social events with friends, hiking, and parenthood.

Hayes Griffin is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Advisors Asset Management, Capital Analysts, Lincoln Investment, Edward Jones, and Prudential Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rafi Nazarian is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill, J.P. Morgan Securities, and Amazon.com, Inc. prior to his current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sukru Alpay is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Fidelity Brokerage Services. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Luis Amaya is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group and One Main Financial. Outside of his advisory role, he owns and operates an online retail business through L&C Limited LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment solutions.

Alan Rosemberg is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team focused on strengthening clients' financial well-being by deeply understanding their priorities and collaborating to create personalized financial plans. His approach emphasizes building long-term relationships with clients and delivering comprehensive financial planning services. His experience at Fidelity Investments spans from 2012, holding various positions including Vice President Executive Planning Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Planner at LPL Financial from 2010 to 2012. Alan holds a California Insurance License. Outside of his professional career, Alan engages in surfing and volunteering.

Christopher Kleinhen is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 license and five years of industry experience. His prior work includes roles at NerdWallet and Oracle, as well as a sabbatical period involving extended travel. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools including Monte Carlo simulations.

Stefano D'amato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Evoke Wealth, First Republic Investment Management, Mozaic LLC, and BNY Mellon Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robert Park is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at SVB Wealth LLC and SVB Investment Services Inc. He is currently based in El Segundo, California. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Katelyn Carter is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and has prior experience with Unishippers and Eugene Cascades and Coast. 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 supported by its Financial Advisors and Estate Planning Strategies Group.

Sandra Mcpeak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a minority ownership in McPeak Infosec Investments LLC, a private investment entity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Kevin Connors is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial in Torrance, CA. He has held roles at LPL Financial since 2018 and previously worked at Cetera Advisor Networks and his own firms, The Connors Group and Connors Financial Services. He also conducts tax preparation and advice through Kevin F. Connors Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Alex Birnbaum is Vice President, Wealth Planner at Fidelity Investments, a role held since 2022. In this position, he delivers personalized wealth planning services designed to help clients align their financial decisions with their long-term goals and values. He combines Fidelity's strategic expertise with a focus on building relationships grounded in trust, clarity, and accountability. Alex has been with Fidelity since 2015, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President, Wealth Planner. His experience encompasses comprehensive financial planning and wealth management, providing support for individuals and families navigating their financial decisions. He holds a California Insurance License. Outside of work, Alex has interests in baseball, cars, football, music, parenthood, and theater.

Angela Schlafke is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in property management as a sole proprietor and partner of rental property in Germany. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.

Philip Califano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and OSAIC, and he has operated his own CPA and tax preparation practice since 1988. Califano also owns a real estate services business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Ali Haidar is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, Edward Jones, and Bank of America. His background also includes roles outside finance, such as at XI Vape Inc and South Bay Gold & Finley's Jewelers. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Viney Sethy is a Wealth Management Advisor with the RVS Group at Merrill Lynch Wealth Management. He focuses on assisting business owners and entrepreneurs in aligning their personal financial plans with business transition goals, family priorities, estate planning needs, liquidity planning, and long-term legacy objectives. His approach includes evaluating whether clients' personal wealth outside the business can support their desired lifestyle and commitments before, during, and after business transitions. Viney brings over three decades of experience to his role, including a decade as a Chief Financial Officer. His expertise spans multiple industries such as private equity, manufacturing, software, consumer products, precision instruments, and medical devices. He holds numerous professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Master's degree from the University of Southern California and is a member of the Beta Gamma Sigma Honor Society. Viney is multilingual, speaking Punjabi, English, and Hindi. Outside of his professional work, he is involved in fostering dogs and enjoys cooking, gardening, hiking, music, photography, reading, and traveling.