Daniel Schepe is a financial advisor with J.P. Morgan Securities in Temecula, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Miguel Alcala is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2011 and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

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 and holds Series 65 and Series 63 licenses. He has one year of experience with LPL Financial and has also worked as an independent contractor since 2022. In addition to his advisory role, he has been a teacher with Alvord Unified School District since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing various models, third-party subadvisors, and technology tools across its extensive advisor network.

Tiffany Markowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2012. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by unaffiliated managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 financial advisor with Edward Jones in Murrieta, CA, holding a Series 66 designation and 10 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. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

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 15 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2015, following prior roles at Chase Investment Services Corp. and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Michael Tamayo is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Wells Fargo Clearing Services LLC before joining Edward Jones in 2025. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Martin Garcia is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Enterprise Mobility, Qualitas Insurance Company, Deloitte, and the University of California San Diego. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screens and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Brian Pedroza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at LPL Financial since 2014 and previously spent five years at Rancho Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its advisors with a broad range of investment options and operational tools while overseeing more than $819 billion in discretionary assets.

Vezafina Kirby is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Thrivent Financial prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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.