Michael Soriano is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he assists with managing a rental property jointly owned with his spouse. 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 investment options alongside traditional products.

Rodney Viloria is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities and National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Darin Miller II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Luana Branigan is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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 among its investment offerings.

Noelle Calara is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. She has worked at UBS since 2025 and previously held positions at Fidelity Investments and Northwestern Mutual. Calara also has a background linked to the University of Washington and experience with the Husky Union Building and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of portfolio management, financial planning, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management, delivering advisory work supported by proprietary research and model-based asset allocations.

Eric Johnson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and previously worked for Kinecta Financial & Insurance Services and LPL Financial for 20 years. Johnson is also active as a financial advisor with Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Leslie Robertshaw is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, Leslie worked at Wilshire Associates from 2018 to 2021 and studied at the University of Southern California. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment resources.

Jason Gaskin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2021 and previously spent 16 years at Bank of America. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cristian Ochoa is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Sales Partnerships Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types, including individuals and institutions.

Arthur Lubin is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Christine Prakash is a financial advisor with LPL Financial based in Los Angeles, CA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at HSBC Securities, First Citizens Investor Services, and Wells Fargo Private Bank. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Antonio Goodwin is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, Goodwin owns and instructs at Lions Pride Complete Martial Arts and teaches self-defense, self-awareness, and financial literacy through a nonprofit organization. He also serves on the board of the Alcott Center for Mental Health Services and occasionally works as a DJ at social events. Ameriprise is an institutional firm that offers retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies in their recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Morgan Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 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. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Annette Law is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. She is also a partial owner and agent for John Law DMD, Inc., where she provides administrative assistance. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

Abrahim Harb is a Financial Consultant currently working with Fidelity Investments since 2022. Prior to this role, he was a Relationship Manager at Bank of America from 2016 to 2022. In his professional capacity, he focuses on planning, goal setting, education, development, and adding value for his clients. Abrahim emphasizes building meaningful relationships by connecting with clients on both personal and professional levels. He partners with clients to develop customizable financial plans aligned with their unique goals and assists them in navigating various life events to maintain focus on their financial priorities. He holds a California Insurance License.

Laura Gruendler is a ChFC® with 26 years of industry experience, currently serving at Mass Mutual Investors Services in El Segundo, CA. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager services and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Arthur Lopes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2023, Lopes worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2022. 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, and manages approximately $2.74 trillion in client assets.

Dennis Buenaventura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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.

Chase Sandera is a financial advisor with Wells Fargo Clearing, holding CFP® and securities licenses Series 66 and Series 63, and has six years of industry experience. His prior roles include positions at Ocean Path, Mariner Platform Solutions, Merrill, and Wedgewood Inc. He has also spent time working with the University of Arizona. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions across a large network of advisors.

Kristopher Kasarjian is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies for managing and preserving their wealth in alignment with their financial goals. Kris serves clients across multiple generations and has a particular focus on understanding the needs and strategies relevant to younger clients. He collaborates with colleagues to integrate his insights and applies meticulous attention to detail to address the comprehensive financial needs of his clients. Prior to joining Merrill Lynch in 2018, Kris was a wealth advisor at Raymond James & Associates and a regional consultant for MFS Investment Management. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kris earned his bachelor’s degree from the University of California, Los Angeles (UCLA), where he was a scholarship athlete on the baseball team and was later drafted by the Seattle Mariners in Major League Baseball. Kris is originally from Westlake Village, California. He is a member of the UCLA Alumni Baseball Association and the Professional Baseball Players Association. Outside of his professional career, he enjoys golfing and volunteers as a baseball instructor at the Reggie Smith Youth Baseball Academy in Encino.