Brian Finley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Brian operates under the PacWest Investment Group DBA, associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Glori Crumpley is a financial advisor with Ameriprise in Fallbrook, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at Davies Financial Advisors, Optivest, Inc., and Gramercy Securities, Inc. She also owns Crumpley Consulting Services LLC, a business offering consulting, bookkeeping, and notary services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Rohde is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Southwest Securities Inc., Hilltop Securities Inc., STIFEL, Crowell, Weedon & Co., and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in real estate rental activities in Fallbrook, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of investment adviser representatives.

Adrian Rodriguez is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes four years at US BANK before joining Fidelity Brokerage Services LLC in 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction, incorporating model portfolios built from mutual funds, ETFs, and ETPs.

Van Neely is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has previously worked at Cantella & Co., Inc. for over two decades. Outside of his advisory role, he is involved as a coach at West Coast Krav Maga and operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Amy Irvine is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, Edward Jones, and UBS Financial Services. Outside of advising, she serves as a Notary Public in Murrieta, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Norma Arroyo Bravo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Chase Securities LLC and JP Morgan Chase Bank since 2016. Outside of her advisory role, she is a partner and owner of Bucked Up, a business focused on promoting dietary and athletic nutrition products through social media platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ben Bresnahan is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at J.P. Morgan in various roles since 2013, as well as at Merrill and Banc of America Investment Services early in his career. 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 selection, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and it maintains broader derivatives and commodities capabilities relative to many institutional advisory programs.

Sandra Saenz is a financial advisor with Wells Fargo Clearing based in Temecula, CA. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and US Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Michael Sheron is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual Life Insurance Company and Ellis Communications. Outside of his advisory role, he serves as CEO of Good Natured Products, Inc., a company focused on exercise equipment and video sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Amber Smith is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill and has experience in the fitness industry with Orange Theory Fitness. Outside of financial advising, she is involved in independent sales for MONAT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Ayala Sr. is a Series 66 licensed advisor with LPL Financial, based in Temecula, CA, and has 16 years of industry experience. He previously worked at Merrill from 2011 to 2016 and Morgan Stanley from 2010 to 2011. Outside of his advisory role, he is co-owner and COO of Ignite Human Capital, a staffing firm. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Vischha Wilson is a financial advisor at Ameriprise in Temecula, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, Wilson worked three years at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shane Mc Coy is a financial advisor with Edward Jones in Wildomar, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, the University of Redlands, and the Fontana Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Tyler Johnson is a financial advisor at Ameriprise with seven years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its related entities since 2019, including a prior role at Ameriprise Financial Services, Inc. before joining the main firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jana Swenson is a financial advisor at Stifel with 46 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Hamasseh Pourhamzeh is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Instawork. Outside of finance, he sells secondhand clothing on Poshmark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gilbert Caraveo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and several years of experience across multiple firms, including Northwestern Mutual and Preply. His background includes roles in wealth management and investment services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a research-driven, quantitative approach to portfolio construction and managing model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Stephan Winn is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Matthew Coiner is a financial advisor with Wells Fargo Advisors in Murrieta, CA, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill for 10 years and Wells Fargo Clearing for 8 years prior to joining Wells Fargo Advisors. Coiner has ownership interests in two investment-related firms based in Murrieta. 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 specialized services, and integrates advisory offerings with other financial products and referral channels.