Thomas Zamani is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. He has ownership interests in two wealth management businesses based in Murrieta, CA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Alexandra Sayvong is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding a Series 66 designation and six years of industry experience. Her professional background includes various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 in its recommendations.

Brent Corlew is a financial advisor with Primerica Advisors in Hemet, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Primerica Financial Services. Outside of investment advisory, he is involved in the sale of loan products and home security and automation 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 separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nozomi Laughy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining J.P. Morgan in 2024, she worked at UBS Financial Services for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Tamara Colon is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. She is based in Temecula, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses a centralized service team supported by internal research and third-party data to provide ongoing retirement income advice within a defined investment framework.

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.

Syed Zaidi is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, loanDepot, and Bank of America. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Juan Rodriguez is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Vanessa Grillo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Radial Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Holly Hamana is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. 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 applying an ESG eligibility framework in its investment recommendations.

Lee Skillman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2015 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.