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.

Cristian Barrera is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. 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. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Alexander Mc Mullen is a Series 66-licensed financial advisor with Ameriprise in Loma Linda, CA, where he has worked since 2022. He has three years of industry experience, including seven years at CVS Health prior to joining Ameriprise. Ameriprise provides a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis, focusing on clients with assets in Ameriprise Managed Accounts.

Arnold Aldus is a financial advisor with Merrill in Murrieta, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with both Merrill and Bank of America, N.A. since 2012. Merrill, together 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Nadeem Rihan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis while integrating a centralized due-diligence framework.

Jason French is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMORGAN Chase Bank, N.A. since 2018, alongside his tenure at J.P. Morgan Securities beginning in 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while managing conflicts through established policies.

Michael Tamayo is a Series 66–licensed financial advisor with Edward Jones in Menifee, CA, and has 10 years of industry experience. Prior to joining Edward Jones, he worked for Wells Fargo Clearing Services LLC from 2015 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Tenaglia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Raymond James, he worked at Rubicon Advisors and LPL Financial. He is also associated with Amarillo National Bank, where he provides financial and investment advice to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting, utilizing analytical tools and supports clients through advisory programs and affiliated advisory firms.

Jon Ondracek is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes tenures at Bank of America and Merrill from 2009 to 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jasper Yang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework and combines institutional advisory operations with brokerage and investment management capabilities.

Michelle Jersey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at UBS Financial Services for 15 years. Outside of her advisory role, she is involved with She Scales, a consulting business that helps clients use social media to promote their online businesses, and participates in an online lead-generation system supporting her husband's health coaching business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Baker is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at affiliated entities including Jpmorgan Chase Bank, N.A. and Wamu Investments since 2009. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vezafina Kirby is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Thrivent Financial. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Ivette Taylor is a financial advisor with Ameriprise in Murrieta, CA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2005 and also has a long tenure at Downey Savings & Loan. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in collaboration with its financial advisors.

Michael Walsh is a financial advisor with Ameriprise in Valley Center, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined nine years. Outside of his advisory role, Walsh owns and operates a small engine repair business and is involved in retail sales of chainsaw parts and equipment on weekends. Ameriprise offers comprehensive retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.