Steven Curtis is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Curtis holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Lori Hoopingarner is a financial advisor with Ameriprise in Temecula, CA, holding a Series 63 designation and 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1997. Outside of her advisory role, she serves on several community boards including the Temecula Valley Hospital Advisory Board and the Southwest Healthcare Board of Governors, and is involved with the Professional Women's Roundtable and local youth basketball organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing advice for clients approaching or in retirement, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jemuel Abarientos is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to create holistic financial strategies aimed at achieving their financial goals and needs. His areas of focus include college education planning, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jemuel holds a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, Fullerton. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, Jemuel enjoys outdoor activities such as basketball, surfing, camping, and traveling. He often explores the Southern California coast with his family.

Jaimie Horn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Horn worked at Michael L. Bishop, Inc. for six years. Fidelity's Strategic Advisers LLC, where Horn works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Zamani is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Merrill, and Bank of America. He is also involved in wealth management through his ownership interests in two related investment firms based in Murrieta, CA. 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 retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Deborah Mc Clure is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mobin Mohsini is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2009. 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. Their advisory process integrates systematic quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Brian Weaver is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His credentials include Series 63 and Series 65 licenses. Outside of advisory work, he receives non-investment related compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kimberly Bakos is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Bender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Bank of the West, and BancWest Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Brent Corlew is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers a range of portfolio options supported by discretionary management and custodial services.

Tamara Colon is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2004. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dakota Jacobsen is a Financial Advisor at Merrill Lynch Wealth Management. He joined the Temecula Group in 2022, focusing on providing personalized investment guidance and financial planning to clients. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). Dakota earned his Bachelor's Degree from the California State University System. Outside of his professional work, Dakota has interests in running, soccer, and traveling.

Juan Rodriguez is a financial advisor with LPL Financial in Murrieta, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, along with 15 years at RRR Group Inc. He is also involved with Altura Investment Services, an entity related to his LPL business. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools.

Ian Franks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction. The firm also manages model portfolios for intermediary platforms and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Rutledge is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Bank of America and Merrill Lynch. Outside of advising, he has ownership in a rental property business in Valley Center, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy development, performance reporting, and participant education.

Shashin Vora is a financial advisor with Ameriprise in Wildomar, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including his current role beginning in 2020. Outside of his advisory work, he provides coaching on marketing strategies and insurance sales management through NAP Partners, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, emphasizing solutions that include Ameriprise-managed accounts.

Priti Huisinga is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she spent nine years at the Autoclub of Southern California. Outside of finance, she is a silent partner and vice president in several hair salon businesses based in Temecula, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide presence with over 23,700 advisors and 15,000 branch offices.

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.