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.

Francesco Biasi is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including general investing, retirement planning, and emergency savings. Francesco also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Luigi Bocconi University. Francesco's approach emphasizes uncovering what matters most to clients and their families in order to tailor financial strategies accordingly.

Roderick Hendry is a CFP® with 37 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Hendry is a board member of the California State University San Bernardino Philanthropic Foundation and serves as treasurer and board member of the Desert Symphony, a nonprofit organization supporting local symphonic performances. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to support non-discretionary planning and investment consulting while maintaining specialized programs for municipal advisory and SIMPLE IRA consulting.

Isai Perez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America/Merrill Lynch and Wells Fargo. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Deanna Trang is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Trusty Tax and Accountancy Corporation, Bucket Crab and Crawfish, and the University of California, Riverside. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Kenneth Bigler is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2018, he worked at MUFG Union Bank and Charles Schwab. Outside of finance, he owns a massage and healing business serving family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor network and offers tax-efficient services and affiliated investment products.

Rosalin Schiller is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch Wealth Management in 2015. Her professional experience includes assisting high net worth individuals and businesses with financial decision-making, uncovering needs, and prioritizing goals. She holds Series 7 and 66 FINRA registrations and is registered in California as a Life, Accident and Health Insurance Agent (Merrill Life Agency's California License Number 0522776). Additionally, she holds the Personal Investment Advisor (PIA) designation. Rosalin's educational background includes a Bachelor's degree from California Polytechnic Pomona earned in 1999. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She provides access to investment insights through Merrill and banking conveniences and lending solutions with Bank of America. She participates in several professional organizations such as Cal State University San Bernardino Associates, Desert Community Foundation, East Valley Republican Women, Hidden Harvest, Loma Linda Children's Hospital Desert Guild, and Rancho Mirage Republican Women Federated. In her personal time, she enjoys cooking, hiking, and running.

James S. Fleck is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2011 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses as tools for client decision-making.

Ann Fredlin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. She worked at Morgan Stanley Smith Barney from 2009 to 2021 before joining UBS in 2022. Outside of her advisory role, she is a producer on a television show called Mah jongg. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

John Thomas is a financial advisor with Merrill Lynch Wealth Management based in Indian Wells, California. In his role, he works closely with clients to understand their financial situations and personal goals, creating and implementing customized wealth management plans aimed at helping them achieve their financial objectives. He specializes in family wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. John integrates the investment insights of Merrill and the banking services of Bank of America to address the multifaceted financial needs of his clients. John holds a Bachelor's Degree from Boise State University and has earned the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations.

David Earle is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he works as a water polo referee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved tools and strategies.

Mariya Dunkel is a financial advisor with Fidelity Investments, holding a Series 66 designation and 23 years of industry experience. She has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Outside of her advisory role, she operates a sole proprietorship creating and selling t-shirts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Christopher Lawes is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent 13 years with Securities America Advisors, Inc. Lawes is also involved in insurance sales, focusing on life, disability, long-term care insurance, and annuities. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Marc Arnett is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. 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 financial planning and investment solutions through a large network of advisors, combining advisory services with non-advisory financial products and managing over $819 billion in discretionary assets.

Tammie Mcfadden is a financial advisor with Morgan Stanley in Palm Desert, CA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 1993. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.