Paul Mendonca is a financial advisor with Edward Jones in Redlands, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Esri from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Ethan Miranda is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked in education at La Sierra University, Apple Valley High School, and Sitting Bull Academy. In addition to his advisory work, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies developed by third parties and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

Jesus Sanchez is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Alan Lekawski is a financial advisor with Merrill in Corona, CA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jorge Lopez Rivera is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Opendoor Labs Inc., Co-Op Financial Services, and PCV Murcor. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with implementation support and customization options.

Kelly Erickson is a CFP® professional with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2024, following a 12-year tenure at LPL Financial, LLC. Erickson holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Martinez is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, U.S. Bancorp Investments, and LPL Financial. Outside of finance, Martinez operates a sole proprietorship focused on retail sales of t-shirts, music, and artist merchandise. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting both discretionary and advisor-managed strategies.

Jaimie Moore is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She is the owner of Moore Financial Freedom, LLC, a financial services firm started in 2025. Moore has a background that includes work with Cetera Advisors LLC since 2012 and prior experience at Steven M. Ditch, CFP, where she also provided support services in income tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Kyle Massey is a financial advisor at OSAIC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley, E*TRADE, Harrisdirect, LPL Financial, and TD Ameritrade. Outside of his advisory duties, Massey operates KMASS LLC, a personal consulting business supporting Providence Wealth Planning. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers access to third-party managers and proprietary strategies.

Micah Tokuda is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Tokuda serves on the board of California Baptist University’s Robert Jabs School of Business Finance Department, is president of the university’s School of Business Alumni Council, and holds leadership positions with the Riverside Chamber of Commerce and the Pick Group of Young Professionals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Enda Veres is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. In addition to his advisory roles, he has experience in education with the Riverside Unified School District and operates a private music instruction business. He is also engaged as a mobile DJ in the Grand Terrace area. 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 under a tiered wrap-fee structure.

Paul Gesiriech is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, with prior experience at Chase Investment Services Corp. and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a focus on Eligible Strategies and incorporates an ESG eligibility framework.

Qiming Liang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at NYLife Securities LLC and Hainan Shengda Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on non-discretionary client decision-making.

Jessica Lundquist is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Don Stalker is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2005 and previously spent seven years with Waddell & Reed. Outside of his advisory role, he is involved in the performing arts as a musician and songwriter. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians while offering both discretionary and non-discretionary management options through proprietary model strategies and third-party advisers.

Fernando Hirugami is a financial advisor with Merrill in Riverside, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he was involved with Vision Solved Wealth Management Group and has experience in marketing, wealth management, and estate planning. Outside of his advisory role, he is owner and operations manager of Shift Studios LA, a clothing studio. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Watson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked for National Planning Corporation for 10 years and has operated Watson Tax Service since 1993, where he is owner and tax preparer. He is also associated with EUFARE, Inc. since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive technology and a broad platform of financial products.

Alexandra Dodds is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for families and business owners. With over 20 years in the financial industry, she focuses on a goals-based approach to simplify financial needs and provide tailored advice. Alexandra manages discretionary custom investment strategies and incorporates tax minimization and diversification in portfolio management. Her expertise spans executive compensation, family wealth management, personal retirement planning, and socially responsible investing, including ESG strategies. Alexandra holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California, San Diego. Alexandra is actively involved in her community through organizations such as the Girl Scouts of San Gorgonio and the Temecula Valley Women’s Club. She enjoys hiking, running, spending time with her family, and traveling. Alexandra values building strong client relationships to better understand and meet their financial and planning goals.

Douglas Esquer is a financial advisor with Ameriprise in Redlands, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Jodi Lewis is a financial advisor with Raymond James & Associates in Moreno Valley, CA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, advisory, and consulting services with a focus on tailored, non-discretionary planning and access to multiple portfolio management styles.