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.

Jonathan Dickson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the Allan Gray Orbis Foundation and managed a property partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.

Camille Garcia is a CFP®-certified financial advisor with 18 years of industry experience, currently with Morgan Stanley since 2014. She holds a Series 66 license and is based in Murrieta, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Tanya Campbell is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 registrations with six years of industry experience. She has been with Primerica Advisors since 2020 and has over 22 years of affiliation with Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary portfolio management and wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Mason Mortimer is a CFP® professional with 21 years of industry experience and has been with Edward Jones in Temecula, CA, for 20 years. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Harold Craig is a ChFC® and Series 66 designated financial advisor with Edward Jones, based in Temecula, CA. He has 15 years of experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions under a fiduciary standard through a nationwide network of financial advisors and branch offices.

Robert Charlebois is a financial advisor with Osaic and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Royal Alliance Associates Inc. since 2001. In addition to his advisory role, he is licensed to offer term and health insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and multiple platform options to manage portfolios.

Alejandro Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several J.P. Morgan entities since 2014. Outside of his advisory role, he is involved with Orchidia Homes LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to deliver non-discretionary advisory services.

Heidi Donaghe is a Financial Advisor with Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with individuals and families to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. Heidi provides ongoing advice, adapting portfolio strategies as clients' situations evolve. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heidi helps women navigate important life transitions such as marriage, divorce, career changes, raising children, and retirement, as well as assists seniors in preparing for retirement to support their desired lifestyle. Heidi holds a Bachelor's Degree from the University of California System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys basketball, cooking, hiking, and spending time with her family.

Eric Busch is a financial advisor with Charles Schwab and Co., Inc. in Temecula, California, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to Schwab, he worked at TD Ameritrade Inc. for 12 years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Venne is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and has operated his own public accounting practice since 1990. Outside of his advisory and accounting work, he serves as director and treasurer of the Temecula Sister City Association, a nonprofit focused on educational cultural exchanges. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across diverse program structures.

Eric Willis is a financial advisor with Merrill in Temecula, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Bank of America and Merrill for 10 years. Outside of his advisory role, Willis serves as a general partner of the SoCal Nationals Scout Program, where he dedicates time to coaching and training club baseball teams. 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 institutions, combining internal and third-party management with support in trading, administration, and custody.

Daniel Schepe is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 broker-dealer and investment adviser registrations to deliver a range of advisory and market-facing services.

Miguel Alcala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mirna Soliman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in estate planning and elder law, complementing the broader wealth management services offered by her team. Mirna holds a background in law, practicing as an attorney with a focus on estate planning and elder law. She works alongside her husband Greg, a financial advisor with over 25 years of experience at Merrill Lynch, to support clients’ comprehensive financial and legacy planning needs. Additional personal or community involvement details were not provided.

Tiffany Markowski is a financial advisor with Primerica Advisors in Wildomar, CA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Primerica Advisors since 2014 and has been affiliated with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Carrie Brooks is a Series 66-licensed financial advisor with Edward Jones, based in Murrieta, CA, and has nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Darren Haupt is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Voya Financial Advisors, as well as operating Haupt Financial Group and Haupt Insurance Services, Inc., which engage in insurance and investment product sales. Haupt also serves as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services to individual, corporate, charitable, and institutional clients through multi-manager platforms and diverse program structures.