Michael Butsko is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he coaches boys tennis at Temecula Valley High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Christian Rojas is a Financial Advisor with over 14 years of experience in banking and wealth management. He currently works with Merrill Lynch Wealth Management, where he helps individuals and families build personalized strategies that reflect their priorities while adapting to today's evolving markets. He leverages Merrill's investment insights alongside the banking and lending solutions of Bank of America to provide comprehensive financial guidance. His expertise encompasses a variety of focus areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christian's professional philosophy centers on understanding clients' life priorities to create tailored plans that align with their goals and aspirations. Christian holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He is bilingual in English and Spanish. Beyond his professional work, he is involved in community service, including volunteering with Habitat for Humanity. In his personal time, Christian enjoys basketball, biking, bowling, football, hiking, running marathons, soccer, spending time with his family, and traveling.

Mae Patton is a financial advisor with Charles Schwab in Temecula, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at TD Ameritrade and Aerotek, as well as six years at Revenue Point Cycle Solutions. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.

Michael Batchelor is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2021. In addition to his advisory role, he serves as an adjunct professor at Chaffey College, where he teaches and evaluates students in the Radiology Technologist Program. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals and adapting to changing market conditions. His approach emphasizes collaboration to create flexible financial plans. Thompson's expertise includes employee benefits planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of California Riverside and a Juris Doctorate Degree from Chapman University, following his graduation from Rancho Verde High School. Outside of his professional work, Thompson enjoys adventure sports, baseball, camping, and traveling. He is committed to achieving meaningful, enduring results both in his personal life and his work with clients.

Steven Curtis is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Curtis holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Lori Hoopingarner is a financial advisor with Ameriprise in Temecula, CA, holding a Series 63 designation and 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1997. Outside of her advisory role, she serves on several community boards including the Temecula Valley Hospital Advisory Board and the Southwest Healthcare Board of Governors, and is involved with the Professional Women's Roundtable and local youth basketball organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing advice for clients approaching or in retirement, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jemuel Abarientos is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to create holistic financial strategies aimed at achieving their financial goals and needs. His areas of focus include college education planning, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jemuel holds a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, Fullerton. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, Jemuel enjoys outdoor activities such as basketball, surfing, camping, and traveling. He often explores the Southern California coast with his family.

Jaimie Horn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Horn worked at Michael L. Bishop, Inc. for six years. Fidelity's Strategic Advisers LLC, where Horn works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Zamani is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Merrill, and Bank of America. He is also involved in wealth management through his ownership interests in two related investment firms based in Murrieta, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Brian Weaver is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His credentials include Series 63 and Series 65 licenses. Outside of advisory work, he receives non-investment related compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kimberly Bakos is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Bender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Bank of the West, and BancWest Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Tamara Colon is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2004. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dakota Jacobsen is a Financial Advisor at Merrill Lynch Wealth Management. He joined the Temecula Group in 2022, focusing on providing personalized investment guidance and financial planning to clients. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). Dakota earned his Bachelor's Degree from the California State University System. Outside of his professional work, Dakota has interests in running, soccer, and traveling.

Juan Rodriguez is a financial advisor with LPL Financial in Murrieta, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, along with 15 years at RRR Group Inc. He is also involved with Altura Investment Services, an entity related to his LPL business. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools.

Ian Franks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction. The firm also manages model portfolios for intermediary platforms and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Rutledge is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Bank of America and Merrill Lynch. Outside of advising, he has ownership in a rental property business in Valley Center, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy development, performance reporting, and participant education.

Shashin Vora is a financial advisor with Ameriprise in Wildomar, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including his current role beginning in 2020. Outside of his advisory work, he provides coaching on marketing strategies and insurance sales management through NAP Partners, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, emphasizing solutions that include Ameriprise-managed accounts.

Priti Huisinga is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she spent nine years at the Autoclub of Southern California. Outside of finance, she is a silent partner and vice president in several hair salon businesses based in Temecula, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide presence with over 23,700 advisors and 15,000 branch offices.