Mark Sutton is a financial advisor with Merrill in Temecula, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, he serves as a board member of the San Diego Regional Chamber of Commerce. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Amber Nishida is a financial advisor at Edward Jones in Canyon Lake, CA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Casey Weaver is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His work background includes roles at Qualcomm, Inc. and Tesla Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies developed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Donna Vail Juarez is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2015. Juarez is based in Murrieta, CA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeremy Taylor is a financial advisor with Ameriprise in Murrieta, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alan Jacobson is a financial advisor at Edward Jones in Temecula, CA, holding ChFC® and Series 66 designations with seven years of industry experience. He previously worked at Bank of America for 15 years and had brief roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, Jacobson serves as Vice President of the TEAM Referral Network and as President of BNI Temecula Business Uncorked, where he organizes meetings and provides training guidance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor network and affiliated services including trust and securities-based lending options.

Lahnna Morton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities and its affiliates since 2007. Outside of her advisory role, she is involved in horse breeding through a family venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Brandon Perez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in employee benefits planning, legacy planning, personal retirement planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. Brandon focuses on helping clients understand their options and make informed decisions, emphasizing a personalized approach tailored to each client's unique situation. Brandon is committed to elevating financial literacy and empowering individuals, families, and business owners to take control of their financial future. He builds lasting relationships founded on trust, transparency, and meaningful results by providing education and ongoing guidance to support clients' long-term objectives. His expertise includes general investing, retirement planning, and saving for unexpected events. He holds a Bachelor's Degree from Columbia Southern University and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Brandon enjoys baseball, basketball, football, golfing, pickleball, spending time with his family, and watching movies.

Sonja Sun is a financial advisor with Merrill, holding a Series 66 credential and over four years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, she is a co-owner of family rental properties in Topeka, Kansas, and Murrieta, California. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Randall Houghton is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and unaffiliated managers and various program options.

Mikey Rivas Chacon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Wells Fargo. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Adam Skumawitz is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Thrivent Financial for Lutherans. Outside of his advisory role, he is a business owner of Football Proper Inc. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Donald Pickford is a financial advisor at Cetera with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Voya and Haupt Financial Group. Outside of his advisory role, he is an insurance agent selling life and annuities and also provides client service support through telemarketing at Haupt Financial Group. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

William Milton is a financial advisor at Edward Jones in Temecula, CA, holding CFP® and Series 66 designations with three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Independent Financial Group and Goodsell & Company CPA, and he was the owner and attorney of The Milton Law Firm specializing in estate and tax planning from 2011 to 2021. He is also an instructor for the Certified Medicare Transition Advisor (CMTA) certification program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated financial products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Lawrence Lathrop is a financial advisor with Cetera and holds a Series 66 designation, bringing 25 years of industry experience. He has been associated with Cetera and its affiliated entities since 2000. Outside of his advisory work, he owns Nautilus Tax and Wealth Solutions, which provides income tax preparation and related services, and also owns Lathrop Insurance Services, focusing on health insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Richard Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers is the sole proprietor of Connect The Dot Coaching, offering leadership and life coaching through virtual and in-person sessions. 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. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jose Bohon is a financial advisor at Stifel with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Stifel in 2025, he worked at Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Morgan Stanley Dw Inc. Bohon serves on the board and several committees of the Inland Empire Community Foundation, a nonprofit organization supporting Riverside and San Bernardino counties. Stifel serves a broad range of clients—including individuals, institutions, and charitable organizations—offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Michael Quitazol is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade from 2007 to 2023 before joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm’s scale and operational structure support a broad client base with multi-asset model portfolios and access to alternative investments.

Dominique Ware is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with privately held business owners to prepare for major business transitions, enhance personal financial readiness, and plan for life beyond the business. Her expertise includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Dominique holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her high school diploma from Hamilton High School. Her approach focuses on translating business income into sustainable personal income, stress-testing retirement cash flows, tax-aware liquidity planning, coordinating with clients' brokers and advisors, and structuring long-term wealth for financial independence. Outside of work, Dominique enjoys basketball, chess, cooking, fishing, gardening, music, rock climbing, and spending time with her family.

Federico Bejar is a Series 66-licensed financial advisor with Edward Jones in Murrieta, CA, where he has worked since 2019. He has six years of industry experience and previously spent eight years with CentralSquare Technologies. Outside of finance, he works as a musician for hire at local events and recording studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.