Jamil Dada is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. In addition to his advisory role, he serves as Vice President of Investment Services at Provident Bank, where he also acts as an officer and program manager for the bank’s investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Raul Aballi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since May 1987. As a qualified Portfolio Manager, Raul provides tailored financial and investment strategies, managing personalized or defined discretionary portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. He focuses on offering advice and guidance grounded in his clients' goals and priorities, helping track progress and adjust strategies over time. Raul's expertise encompasses wealth accumulation, portfolio development, liability management, asset preservation, and wealth transfer through customized wealth management approaches. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, and working with women and wealth. Raul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. He is fluent in English and Spanish. Committed to community involvement, Raul volunteers with organizations such as the Mission Inn Foundation, Riverside Art Museum, and Riverside Community College District Foundation. Outside of work, he enjoys golfing, hiking, tennis, traveling, and spending time with his family. Raul is married to his wife, Jamie, and has four grown children. He grew up in Riverside, California.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Ryan Holloway is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018. Prior to that, he was employed at Merrill Lynch and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Brian Jackson is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing Riverwalk Executive Suites, Inc., an office leasing business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions through affiliated companies.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Caryn Olson is a financial advisor with Primerica Advisors in Redlands, CA. She holds Series 65 and Series 63 credentials and has been with Primerica Financial Services since 2025 and PFS Investments Inc. since 2026. In addition to her work in financial advising, she has been employed at UHS Temecula Valley Hospital since 2008. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Stephon Pieters is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Bank of America, Scottrade, and TD Ameritrade. He is based in Loma Linda, California. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Kosan is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Benjamin Guizlo is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior experience includes roles at Enduring Business Management, Grace Community Church, Pick Group, Waddell & Reed, and Logos Wealth Advisors. He also maintains a role managing sound and video equipment for Grace Community Church. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and technology.

Steven Kanouse is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc., and has operated Kanouse & Associates since 2007, providing tax preparation and accounting services alongside his advisory work. Kanouse also serves as a trustee of the Kanouse Family Mineral Trust and is involved in insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms, third-party money managers, and model portfolios.

Douglas Cha is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked at various Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Yajaira Litwinski is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel, she worked at the University of Georgia and has been producing and selling art through her business, Lady Lit Art, since 2020. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Deontae Hurd is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been in the financial services industry since 2025, with prior experience in the roofing and retail sectors. Primerica Advisors is a large institutional firm offering a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Maxwell is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a broader tenure with Wells Fargo Bank NA dating back to 2011. He also worked at Waddell & Reed from 2009 to 2011. He holds a Series 66 designation. Wells Fargo Advisors serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ethan Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services, The Retirement Group, and several other organizations. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives.

Jonathan Benvenisti is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory work, he receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports execution and custody through established providers, focusing primarily on individual investors rather than institutional clients.

Madhu Mali is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. She has held various positions within the financial services industry, including Benefits and Planning Consultant and Investment Solutions Representative at Fidelity Investments, Investment Representative at J P Morgan Securities LLC, Senior Financial Sales Advisor at BBVA Securities Inc., and Financial Executive at Trilogy Financial Services. Her professional experience spans areas such as financial planning, investment solutions, and benefits consulting. Madhu holds a California Insurance License and communicates proficiently in Gujarati, Hindi, and Marathi. Outside of her professional work, Madhu has interests in art, beach activities, hiking, painting, and volunteering.

Tyler Brashears is a financial advisor at Osaic Wealth with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, and Comerica Bank. He is also involved in providing advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools, and it operates a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.