Stephanie Bautista is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Desert, CA. She has been with Morgan Stanley since 2014, totaling 12 years at the firm and 1 year of overall industry experience. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, analytics-driven planning process.

Kimberly Collins is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Solis Wealth Management, Summit Wealth Management Group, and The Wealth Consulting Group. In addition to her advisory work, she is a commissioned Notary in California. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Jeffrey Dewan is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2012. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Stephen Parry is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. His prior work includes over two decades at Concourse Financial Group Securities Inc. In addition to securities investments, he offers life, disability, long-term care, and fixed annuity insurance products through his own business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm provides a variety of investment management and financial planning services through a nationwide network of independent advisors.

Jennifer Pyle Suafo'a is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she worked eight years at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework and offers a range of approved funds and strategies, operating within the larger J.P. Morgan broker-dealer and banking organization.

Steven Isaacson is a financial advisor with Ameriprise in La Quinta, CA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cameron Ragen is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he serves as a board member for the YMCA of Greater Seattle and is involved with a family charitable foundation and related investment activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing multiple separately managed account programs and an approach that integrates manager selection, tax management, and internal research tools.

Daniel Heck is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory work, he is involved in managing vacation rental properties for friends and family at a home he co-owns in Bermuda Dunes, CA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts with financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies across multiple custody platforms.

Charles Alfaro is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. Before joining Raymond James in 2019, he worked at Merrill and held roles in education and political campaigns. Alfaro is also a partner in Alfaro Ventures, a business involved in real estate investment and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

Issac Orozco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in winemaking through a part ownership in a Temecula-based winery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions using research and analytics from internal and third-party sources.

Kent Matsumoto is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at CITIGROUP and U.S. Bancorp Investments, Inc. He is currently based in Palm Springs, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Nancy Eichelberger is a Series 63-licensed financial advisor with 36 years of industry experience. She has worked at LPL Financial since 2025, following previous roles at Western International Securities, Inc., Financial West Group, and Mayhue & Sikes Financial Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, with access to various portfolio programs and institutional platforms.

Byron Hancock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with LPL Financial since 1995. In addition to his advisory work, he is involved in managing non-variable insurance products through Hancock Partners Insurance Services, 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 range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Greg Solis is a financial advisor with LPL Financial in La Quinta, California, holding a Series 63 designation and offering 33 years of industry experience. He has been with LPL Financial since 2004, following a year at Wells Fargo Clearing. He also operates a DBA, Solis Wealth Management, Inc., in La Quinta. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Michael Landau is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 58 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in managing a rental property in La Quinta, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Roland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mitchell Rosich is a CFP® and holds a Series 66 license with Raymond James & Associates, bringing three years of industry experience. Prior to joining Raymond James in 2023, he spent two decades at Athenian Venture Partners. Outside of his advisory role, he owns Magic Mitch Karaoke, a business providing karaoke services for private and corporate events. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by proprietary research and various portfolio management styles.

Patricia Chabot is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she works as an independent contractor for stamping parties and home decor direct sales. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Branstine is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Grove Point Investments LLC, National Life Group, Edward Jones, and several other financial services firms. Outside of his advisory work, he is involved with the American Red Cross and has a side business in mortgage and real estate 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 financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

David Hansen is a financial advisor with OSAIC based in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked previously at Royal Alliance Associates and Signator Investors, and he is president of Hansen Brokerage Services, Inc., an insurance brokerage specializing in life, disability, long-term care insurance, and annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory, and financial planning services with access to multiple advisory platforms and third-party money managers.