Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Merrill Lynch/Bank of America Corporation and Northwestern Mutual. Outside of his financial career, Herrera coaches soccer for the Inland United Soccer Club in Moreno Valley, CA. 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 an ESG eligibility framework.

Jescelyn Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and is also currently employed with Bank of America, N.A. Outside of her advisory role, she assists her mother’s janitorial business by managing invoicing and payments due to language barriers. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allen Block is a financial advisor with Merrill based in Ontario, California. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mccoy is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Blake Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at the University of Washington, Crafton Hills College, and Arrowhead Orthopedics. Outside of his advisory role, he serves as a high school football referee. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ricardo Rodriguez is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63, 65, and 66 designations and has previously worked at RBC Capital Markets and Chasing Value Asset Management. He is also affiliated with the Credit Union of Southern California. 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 brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Frederick Woolley is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial. His career includes previous roles at Western International Securities, Inc., Financial West Group, and Manufacturers Life Insurance Company. Woolley also maintains a non-variable insurance agent role alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Sean Lugo is a financial advisor with Edward Jones in Redlands, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. 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 range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Vincent Hurd is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His recent work history includes roles at Bank of America, N.A., Merrill, Hertz Global Holdings, and various positions outside the financial industry, including involvement with the Inland Empire Community Foundation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Smith is a financial advisor with UBS Financial Services in Riverside, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, Smith is involved in high school sports officiating, serving as a referee for football and basketball games in San Bernardino and Riverside counties. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Kimberly Romo is an investment advisor at LPL Financial with three years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of her advisory role, she serves as a California state notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

David Maupin is a financial advisor with LPL Financial in Redlands, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 2009 and has worked at Associated Securities Corp. since 1984. Outside of his advisory role, he operates Maupin Financial Services as a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Mikhail Mikhail is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and five years of industry experience. His career includes roles at New York Life Insurance Co and Nationwide Life Insurance, among others. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of collaborative, annual planning engagements.

Danny De La Mora is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. He integrates investment insights from Merrill along with banking and lending solutions from Bank of America to address clients’ evolving financial needs. Danny holds a Bachelor's Degree from Universidad del Sagrado Corazon and maintains the Personal Investment Advisor (PIA) designation. He also participates in community activities by volunteering with local organizations, reflecting his commitment to the communities he serves through Merrill.

Wayne Oberle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Truman Day is a financial advisor with Stifel, holding a Series 63 designation and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Day serves as a board member and fundraising committee participant for the Inland Empire Lighthouse for the Blind. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Jaramillo is a financial advisor with Merrill who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Northwestern Mutual and a transport and leasing company. Outside of advising, he owns and operates Jaramillo Transport, a vehicle transport service serving car dealerships. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Adam Antekeier is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Heinze is a CFP® professional with 31 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2009. He serves as Chair of the Finance Committee for the Family Service Association of Redlands and holds board roles with the Myron Ratcliffe Family Foundation as Vice President and Kimberly Shirk Events, Inc. as President. Heinze also serves as President of the Copper Hill Home Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decisions.

Jessica Rodriguez is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop and implement comprehensive financial strategies tailored to clients' diverse financial needs. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before assuming her current role in 2025. Jessica holds a California Insurance License, supporting her work in financial planning and client advisement. Outside of her professional responsibilities, she enjoys activities such as comedy, concerts, family activities, hiking, outdoor adventures, and parenthood.