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.

Catherine Eklund Mares is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. She is based in Palm Desert, CA. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, focusing on tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Stacy M Porras is a financial advisor with UBS Financial Services in Indian Wells, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with a broad platform that includes institutional trading capabilities and wealth management services.

Stephanie Barsness is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds a Series 63 designation and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a wide range of portfolio management, financial planning, custody, and brokerage services.

Claudia Lares Jimenez is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2013, with a longer tenure at Wells Fargo Bank beginning in 1990. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lance Mcintosh is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he is a voting member with a 20% interest in a small apartment building LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Timothy Scott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services from 2007 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.