Peter Boulos is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. He has over a decade of experience partnering with clients to develop tailored financial plans that align with their unique goals and circumstances. Peter focuses on building trust and communicating financial strategies clearly to help clients work toward long-term financial success and provides ongoing, personalized guidance as their lives and relationships evolve. Prior to joining Fidelity, Peter worked as a Financial Advisor at JP Morgan Chase from 2009 to 2011 and at Edward Jones from 2007 to 2009. He holds a California Insurance License. Outside of his professional work, Peter has personal interests in golf, parenthood, and reading.

David Maxwell is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Based in Riverside, CA, Maxwell has spent the majority of his career within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from its investment institute.

Ethan Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 designation and has worked previously at Wealth Enhancement Advisory Services, Wealth Enhancement Group, and The Retirement Group. His background also includes roles outside finance, such as positions at Starbucks and Ralphs. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Jonathan Benvenisti is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, Comerica Bank, and Wells Fargo. Brashears also provides investment advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to create client portfolios.

Vanessa Navarro is a Financial Consultant at Fidelity Investments, where she has been working since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Vanessa's professional experience also includes positions as Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, Financial Representative at AXA Advisors, LLC in 2018, and Equity Research Analyst at ROTH Capital Partners from 2016 to 2017. Vanessa holds a California Insurance License, which supports her role in providing financial advice. She is committed to helping clients develop strategies tailored to their financial goals and family needs. Outside of her professional work, Vanessa enjoys activities such as fitness, visiting museums, music, outdoor adventures, traveling, and volunteering.

Judith Moffitt is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Brandon Estrada is a CFP® and ChFC® affiliated with J.P. Morgan Securities, with 14 years of industry experience. He has worked at various divisions of JPMorgan Chase since 2011, including J.P. Morgan Securities and JPMorgan Chase Bank. 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 brokerage and investment management capabilities.

Cameron Valadez is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in Riverside, CA, where he has been since 2021. His prior experience includes roles at Waddell & Reed, Inc and various insurance carriers, as well as ownership of Plan-It Office Management, Inc. Outside of his advisory work, he is an enrolled agent overseeing tax preparation and accounting services and has co-authored a small marketing book and engaged in public speaking. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from internal and third-party sources.

Jeffrey Ng is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on assisting clients with financial literacy and providing education to help them confidently manage their financial lives, including growing, protecting, and transitioning their wealth. Prior to his current position, Jeffrey worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Financial Consultant at Axa Equitable Advisors from 2017 to 2020. He also gained experience as an Investment Analyst Intern at Wellspring Consulting LLC in 2016. Jeffrey holds a California Insurance License, which supports his professional qualifications in the financial services industry.

Juan Vargas is a financial advisor with OSAIC in Riverside, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Securities America Advisors and Woodbury Financial Services. Outside of his advisory role, Vargas is involved in insurance sales and serves as president of Cognitio Capital, an insurance agency specializing in fixed life insurance and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct and manage portfolios.

Alan Kanitz is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at Herman Weissker, Coburn Equipment Rentals, PFS Investments Inc., and Primerica Financial Services. He is also involved in part-time sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with an operational focus on tiered wrap fees and ongoing manager due diligence.

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.

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.