BEHIND THE SCENES HIGHLIGHTS
Welcome to the Team, Alex!
We are thrilled to introduce Alex , who recently joined the Luminate Wealth Management team. A graduate of the University of Southern California, Alex is originally from Chino, CA, and now lives in San Bernardino County with his wife, Jessica. Outside of work, he enjoys traveling, sports, and spending quality time with family.
Wealth Management Teams Award
This past quarter our Luminate Team once again made the list for Best-in-State Wealth Management Teams ! The Forbes 2026 Best-In-State Wealth Management Teams list recognizes top-performing financial teams across the U.S., selected through a rigorous evaluation by SHOOK Research that emphasizes client service excellence, ethical standards, and consistent performance over time.
Forbes Best-In-State Wealth Management Teams (January 2026), based upon data as of 3/31/2025. Research & ranking provided by SHOOK Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
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