Ashley Klein is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Bruce Hibma is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group utilizing structured discovery processes and firm-approved planning tools.

Sandra Ruiz is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, Ruiz owns a catering business, Bella Vita Boards, operating on some weekends. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing advisory and portfolio management services that integrate fundamental research with quantitative analysis and systematic portfolio construction.

Margaret Cape is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is also employed in customer service at Kohl's Department Store. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Tyler Waner is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2018, he worked at the University of Arizona and The Homestead. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and asset management solutions.

Kyle Gilbert is a financial advisor at Morgan Stanley in Riverside, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he serves as an independent contractor teaching at the University of California, Riverside. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

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 in Riverside, CA, holding Series 63 and Series 65 licenses and possessing one year of industry experience. Prior to his current role, he worked at PFS Investments Inc. and Primerica Financial Services and has teaching experience at La Sierra University, Apple Valley High School, and Sitting Bull Academy. He is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a large network of advisors.

Mario Silva Escoto is a financial advisor at Merrill with a Series 66 designation and ten years of experience at the firm. His prior work includes positions at Bank of America, N.A., and Azusa Pacific University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Breanne Smith is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Target and Nestle Waters. She is also involved in providing disability and long-term care insurance. 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 services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Fricke is a financial advisor with LPL Financial, holding a Series 66 designation and having 11 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2026. 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 financial planning, model portfolio programs, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

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®-designated financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 31 years of industry experience and is also involved in songwriting and performing arts, including membership in the Maxwell-Stalker Band. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies under multiple platform arrangements.

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.