Sherman Steen is a financial advisor with Thrivent Investment Management in Palm Springs, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles with RBC Capital Markets, Ameriprise Financial Services, and previous positions at Thrivent. Outside of finance, he works as a dog and house sitter. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with an option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”

Rodney Halvorson is a financial advisor with Morgan Stanley in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Lucas Vance Hills is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Hills has been affiliated with Fidelity Investments and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Jarred Palmquist is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019 and previously worked at ACME 202 State Street LLC and Catalan Mediterranean Restaurant. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marshall Rankowitz is a financial advisor with Wells Fargo Clearing in Palm Desert, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. 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 solutions. The firm’s advisory process is IPS-driven and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Vivian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 18 years. He is also the owner of Vivian Investment Partners in Palm Springs, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Martin Noble is a CFP® with 10 years of industry experience, all of which he has spent at Edward Jones since 2016. He is based in Palm Springs, CA. Outside of his advisory role, he is the owner of a rental property business in Raleigh, NC, managed by a third party. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kimberly Quinonez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 2023. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Legan is a financial advisor at RBC Capital Markets with 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Lauren Xouleis is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC and Asset Retention Insurance Services, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ernesto Arcos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at T-Mobile USA Inc and PFS Investments Inc, alongside a long tenure at Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kerry Hendrix is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Hendrix serves as a stage manager and board member for the Harvey Milk Diversity Breakfast, an educational event held in Palm Springs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning using proprietary software and offers a range of specialized planning services including estate settlement and employer-sponsored programs.

Nanette Conradi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Bianca Trujillo is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021. Prior to her current role, she held positions at Agua Caliente Casino Palm Springs and Berkshire Hathaway HomeServices. Outside of financial advising, she is involved in real estate development and construction management as a business owner. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and operational capabilities.

Mireille Awadalla is a financial advisor at Merrill in Rancho Mirage, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Bank of America, U.S. Bank, and Commercial International Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Terri Dicius is a financial advisor with LPL Financial and TriSummit Investment Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with LPL Financial and TriSummit since 2002 and previously worked at RBC Capital Markets. Outside of her advisory roles, she is involved in a lifestyle consulting company that produces articles, seminars, books, and educational materials. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gretchen Helsel Drumm is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill, she held roles at Bank of America and has part-time experience as a food and beverage server with Tommy Bahama R & R Holdings. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Richard La Ferriere is a financial advisor at Edward Jones in Palm Springs, California, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at JPM Enterprises LLC and Red Collar Coffee Company. Outside of his advisory role, he has experience managing residential rental properties through Sundown Properties Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

James Bruner is a financial advisor with UBS Financial Services in Indian Wells, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with UBS since 2007. Bruner serves on the board of directors for the Riverside International Automotive Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Dean Mayo is a financial advisor at LPL Enterprise with 24 years of industry experience and holds the Series 66 designation. His prior roles include positions at Dickerson, the California Health Benefit Exchange, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, Mayo is also a PGA professional coach and an artist and musician through his business Foretography. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, and it also facilitates insurance product sales and affiliated trust services.