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.

Christine Stanley is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. She holds Series 63 and Series 65 designations and has 39 years of industry experience, having worked with Primerica Financial Services and Primerica Advisors since 1986. In addition to her advisory role, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio models.

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.

David Bohman is a financial advisor with Mass Mutual Investors Services in Los Alamitos, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 1986. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative annual planning processes.

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.

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.

Glenn Yasukochi is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing work with Greenwich Financial Insurance Services since 1997. Yasukochi participates in a pro bono program with the Financial Planning Association, providing brief budgeting assistance to low-income individuals. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing firm-provided tools and third-party platforms to build portfolios across various asset classes.