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.

Lynne Neuman is a financial advisor with Edward Jones in Marina Del Rey, CA, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes previous roles at Wells Fargo and Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branches.

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.

John Orr is a financial advisor with UBS Financial Services in Seal Beach, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with UBS since 1996. Outside of his advisory duties, he serves as a member arbitrator for the National Futures Association and coaches youth with the Brazilian Top Team. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and services including custody, underwriting, and securities-backed lending.

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 a Series 66 designation and five years of industry experience. His prior work includes roles at The Vanguard Group and One Main Financial. Outside of his advisory work, he owns and operates L&C Limited LLC, an online retail sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Emma Aragon is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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 has worked at several firms, including Evoke Wealth, First Republic Investment Management, Mozaic LLC, and BNY Mellon Wealth Management. He is based in El Segundo, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process integrates systematic quantitative screening and qualitative research, with recommendations limited to eligible strategies that may include ESG criteria.

Robert Park is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including SVB Wealth LLC, SVB Investment Services Inc, Beacon Pointe Advisors, LLC, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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 at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 12 years before joining Wells Fargo in 2016. She has a minority ownership interest in a private investment entity, McPeak Infosec Investments LLC. Wells Fargo Advisors provides investment advisory, financial planning, and retirement consulting services to a wide range of clients, utilizing research-driven strategies and offering both brokerage and advisory solutions.

Kevin Connors is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial in Torrance, CA. He has worked at LPL Financial since 2018 and has prior experience at Cetera Advisor Networks and his own firms, The Connors Group and Connors Financial Services. In addition to his advisory work, he provides tax preparation and advice through his business, Kevin F. Connors Tax Preparation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 18 years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-partnered financial planning solutions.

Philip Califano is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has held prior roles at OSAIC and SagePoint Financial. In addition to his advisory work, he is a CPA providing tax preparation and accounting services and operates a real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of investment adviser representatives.

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.