Edgar Gonzalez is a financial advisor with LPL Financial in Redlands, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Maupin Financial Advisors and has experience in both financial services and logistics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

Kenneth Hughes is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advisory work, he serves as president and partner of K M Hughes Inc., a legal entity established for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees.

John Vail is an advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Primerica Advisors since 2022 and previously served for 20 years with the Colton Fire Department. Outside of his advisory role, he owns Pop's Leather Works LLC, a custom leather goods manufacturing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Nancy Dorado Corrales is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Primerica Advisors and affiliated entities since 2015, with prior experience at firms including PFS Investments Inc. and Nevtis Communications. In addition to advising, she is involved in the sale of non-investment home-related products through affiliated companies. Primerica Advisors is a large firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies primarily on model-based portfolio strategies managed by unaffiliated asset managers.

Salomon Gonzalez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies that guide clients toward their goals through investment advice, risk management, and wealth preservation. With a focus on understanding clients' individual needs, Salomon offers tailored solutions in areas such as liquidity management, managing new wealth, personal retirement planning, and small business strategies. Salomon brings a decade of banking experience from the Orange County Inland Empire Market, having held roles from Client Service Representative to Relationship Manager. He joined Merrill as a Senior Relationship Manager through The Academy licensing pathway and has earned the Chartered Retirement Planning Counselor (CRPC™), Accredited Wealth Management Advisor (AWMA™), and Personal Investment Advisor (PIA) designations. In August 2022, he transitioned into an advisory role to further develop his practice. Salomon is active in the Hispanic community, serving in leadership roles with the Inland Empire Hispanic Organization of Leadership and Advancement (HOLA) and the Inland Empire Hispanic Business Council (HLBC), and participates in mentoring programs and volunteer events. He holds an Accredited Certificate from the College for Financial Planning, an Associate's Degree from Mt San Antonio College, and a high school diploma from Garey High School. Salomon is bilingual in English and Spanish and resides in Redlands, California with his spouse and two children. His personal interests include soccer, tennis, golf, coin collecting, playing guitar, antiquing, chess, music, and spending time with his family.

Diep Le is a CFP® credentialed financial advisor with 20 years of industry experience, currently with Morgan Stanley in Riverside, CA. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with National Planning Corporation from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Jamil Dada is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. In addition to his advisory role, he serves as Vice President of Investment Services at Provident Bank, where he also acts as an officer and program manager for the bank’s investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Raul Aballi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since May 1987. As a qualified Portfolio Manager, Raul provides tailored financial and investment strategies, managing personalized or defined discretionary portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. He focuses on offering advice and guidance grounded in his clients' goals and priorities, helping track progress and adjust strategies over time. Raul's expertise encompasses wealth accumulation, portfolio development, liability management, asset preservation, and wealth transfer through customized wealth management approaches. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, and working with women and wealth. Raul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. He is fluent in English and Spanish. Committed to community involvement, Raul volunteers with organizations such as the Mission Inn Foundation, Riverside Art Museum, and Riverside Community College District Foundation. Outside of work, he enjoys golfing, hiking, tennis, traveling, and spending time with his family. Raul is married to his wife, Jamie, and has four grown children. He grew up in Riverside, California.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Ryan Holloway is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018. Prior to that, he was employed at Merrill Lynch and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Caryn Olson is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has one year of experience in the financial industry and concurrently works at UHS Temecula Valley Hospital, where she has been employed for 18 years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving 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 nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model portfolios managed by unaffiliated asset managers.

Stephon Pieters is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Bank of America, Scottrade, and TD Ameritrade. He is based in Loma Linda, California. 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, pension plans, corporations, and charitable organizations.

James Kosan is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Benjamin Guizlo is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior experience includes roles at Enduring Business Management, Grace Community Church, Pick Group, Waddell & Reed, and Logos Wealth Advisors. He also maintains a role managing sound and video equipment for Grace Community Church. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and technology.

Steven Kanouse is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc., and has operated Kanouse & Associates since 2007, providing tax preparation and accounting services alongside his advisory work. Kanouse also serves as a trustee of the Kanouse Family Mineral Trust and is involved in insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms, third-party money managers, and model portfolios.

Douglas Cha is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Yajaira Litwinski is a financial advisor at Stifel with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2025. Outside of her advisory role, she owns and operates Lady Lit Art, a business focused on producing and selling art both online and in person. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Deontae Hurd is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been in the financial services industry since 2025, with prior experience in the roofing and retail sectors. Primerica Advisors is a large institutional firm offering a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.