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.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera and Heritage Family Investments. Outside of advising, she is a business owner at Brood, Seibert & Lovcik, CPAs, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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.

Christopher Tool is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at SCF Securities, Inc. and Summit Brokerage Services. Outside of his advisory role, he has been involved with Tool Motor Sports for over three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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.

Hope Witteman is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. She has worked at multiple Cetera entities since 2025 and previously spent over a decade at CUSO Financial Services. Outside of her advisory role, Witteman serves as a co-power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual and institutional investors. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Michael Passero is a financial advisor at Edward Jones with 7 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was employed by Verizon Wireless for nine years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Christopher Jeffrey is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations, and has one year of industry experience. He has also worked as an independent contractor since 2022 and has been a teacher at Alvord Unified School District since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Matthew Stroder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Thrivent Financial, and Qc Manufacturing, Inc. Merrill, along 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 plans, corporations, and charitable organizations.

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.