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.

Heather Crow is a financial advisor at Osaic with 20 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Financial Advocates Investment Management. Crow also serves as Associate Vice President of Compliance and Supervision for Pacific Capital Resource Group Inc., overseeing delegated supervisory responsibilities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Julie Valenzuela is a financial advisor with LPL Financial in Indio, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of her advisory work, she participates as an independent demonstrator for Stampin’ Up, focusing on paper crafting. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

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.

Tiffany Valentine is a financial advisor with LPL Financial in La Quinta, CA, holding the Series 66 designation and 24 years of industry experience. She has been with LPL Financial since 2006 and previously worked at Wells Fargo Clearing and UBS Financial Services. She also operates a DBA called Solis Wealth Management for administrative purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Raymond Dicius is a financial advisor with LPL Financial based in Indian Wells, CA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with TriSummit Investment Advisors and LPL Financial since 2002, and prior to that, was with RBC Capital Markets. Outside of his advisory role, he owns TriSummit Enterprises, a lifestyle consulting company that produces articles, seminars, books, and educational materials. 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 broad range of financial planning and investment services through a large network of advisors, employing various model portfolios, third-party subadvisors, and customized strategies.

Patricia Prentice is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of her advisory role, she serves on the boards of Dogs for the Brave, which trains and provides service dogs for disabled veterans, and Mama's House Ministries, a charitable organization supporting women in crisis pregnancies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs designed to tailor investment strategies to clients' risk profiles using both in-house and third-party managers.

Azucena Hinojosa Diosdado is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2008. In addition to advisory work, she is a registered tax preparer and engages in related services outside of securities trading hours. 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 that utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Cathy Shattuck is a financial advisor with Morgan Stanley in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes 16 years at RBC Capital Markets Corporation before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Zak Shapiro is a financial advisor with Ameriprise in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ameriprise since 2017 and was previously with Oppenheimer from 2013 to 2017. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a notable use of algorithmic automation to generate tailored recommendations.