Esteban Heredia is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Dejan Tasich is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2011 and has prior experience with San Diego County Credit Union, CUSO Financial Services, Chase Investment Services, Wamu Investments, and Ameriprise. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Chon is a ChFC®-designated financial advisor with 39 years of industry experience. He is currently with Osaic Wealth, having joined in 2024 after 26 years at Securities America and its affiliate firms. In addition to his advisory work, Chon serves as CEO of News Financial & Insurance Services, an independent insurance agency based in Murrieta, CA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Michael Beiter is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services Inc. for nearly two decades before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also providing extensive non-advisory financial products and services.

James Weems is a financial advisor at Edward Jones in Temecula, CA, with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His previous work experience includes roles at The Home Depot, Webster University, and Parker Hannifin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Robert Hickox is a financial advisor at Edward Jones in Lake Elsinore, CA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Jackson Horn is a Series 66 licensed financial advisor with Edward Jones in Murrieta, California, and has 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns an equestrian accessories business called Savvy Show Mom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory strategies and affiliated investment options, supported by a nationwide network of more than 23,700 financial advisors.

Larry Price is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 designation and has worked at LPL since 2012, following prior roles at CUSO Financial Services and Citicorp Investment Services. 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 supported by proprietary and third-party investment strategies and technology tools.

Gary Allen is a financial advisor with Stifel in Murrieta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of advising, he is the owner of Hawk Properties LLC. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

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.

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.