Eleni Attard is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley, she was involved with St John the Baptist Greek Orthodox Church for five years and has experience in educational roles at Chapman University and Canyon High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies.

James Cantrell is a financial advisor with UBS Financial Services in Seal Beach, CA, holding Series 63 and Series 65 registrations and 34 years of industry experience. He has been with UBS since 1992. Cantrell serves as Vice President and is one of the Directors of the Los Angeles Philanthropic Foundation, a nonprofit educational endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Vance Litchfield is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services in El Segundo, CA, and has held prior roles at firms including Prudential Insurance Company of America, MetLife Securities Inc, and Lincoln Investment. Outside of his advisory work, he is also active as an insurance broker focusing on health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs comprehensive planning tools and maintains collaborative annual client relationships to develop tailored investment and financial strategies.

Efrain Sanchez is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at several Cetera entities as well as East West Bank and National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing access to affiliated and third-party managers across various program structures.

Edward Haus is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at City National Bank, RBC Capital Markets, and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage capabilities.

William Westling is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes over a decade at Cetera Advisor Networks and extensive involvement in Multi Benefits Analysis, a business he has operated since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Scerra is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 43 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving within Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through dedicated professionals and specialized groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by advanced modeling tools.

Rafael Galeno Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo entities since 2014, including Wells Fargo Advisors and Wells Fargo Bank. Outside of his advisory role, he manages a vehicle rental business through the Turo platform. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paul Masoner is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 21 years. In addition to his role at Wells Fargo, he owns The Masoner Group LLC, an independent financial practice based in Long Beach, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Robert Harte is a financial professional with 41 years of industry experience, currently with Cetera since 2023. He holds Series 63 and Series 65 designations and previously worked at Cetera Wealth Services, LLC for 13 years. Harte is also involved as treasurer and financial professional at Freitas Harte Planning, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing multiple program structures and a multi-manager platform with access to affiliated and third-party managers.

Cynthia Starks is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked with multiple entities within Cetera since 2020 and previously spent 13 years at National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large network of independent advisors and over $256 billion in assets under management.

David Abdoush is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Mike Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has partial ownership in a retail sales business based in Monterey Park, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options, serving as an ERISA fiduciary in its advisory role.

Robert Saak is a financial advisor with Wells Fargo Clearing in Hermosa Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mark Schlig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Tsujimoto is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Wealth Services since 2013. Outside of his advisory role, he serves as chair of the benevolence committee at the Los Angeles Church of Christ and owns a business buying and selling sport cards. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Taiczar Armstrong is a Series 66 licensed financial advisor with Fidelity Investments, located in El Segundo, CA. He has been with Fidelity since 2025 and has prior experience in construction management consulting through his role as a member of CapCity Project Consulting LLC. This side business focuses on construction project management and is separate from his advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Sahar Saedi Tehran is a financial advisor at Edward Jones in Torrance, CA, holding a Series 66 designation. She has three years of experience at Edward Jones and prior work experience in real estate and mechanical industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Oybek Giyazov is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has worked at Wells Fargo Bank since 2007 and held roles at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Giyazov holds a Series 66 designation. Outside of his advisory work, he serves as president of the Luxury Laurel HOA in North Hollywood, overseeing meetings, budgeting, and building maintenance. 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 solutions. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Flores is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley since 2022. His prior work includes roles outside the financial sector in various companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.