Pedro Martin Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and has worked at Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kirk Shelby is a financial advisor at Stifel with 40 years of industry experience. He held a long tenure at UBS Financial Services from 1986 to 2023 before joining Stifel. Shelby holds a Series 63 designation and is involved in several local charitable organizations, serving on the boards and finance committees of the Redlands Community Hospital Foundation and Redlands Community Foundation, as well as the finance committee of Redlands Country Club. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Marquise Bias is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, with prior experience at Wells Fargo Bank, N.A. from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations within a framework that includes broader derivatives and commodities capabilities.

Albert Barcia is a financial advisor with Wells Fargo Clearing in Ontario, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Investments, LLC. Outside of his advisory role, Barcia owns Executive Fitness, a business that provides exercise equipment rental and personal training services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics with a range of brokerage and advisory solutions.

Scott Foties is a CFP® with 15 years of industry experience currently with LPL Financial. His prior experience includes roles at Bank of America and Merrill, as well as Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives using both proprietary research and third-party strategies.

Angelito Eusebio is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he is a partner and tax preparer at Ace Tax Services, a business he operates with his daughter. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating under a tiered wrap-fee structure.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Christopher Tavares is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Cetera since 2025 and previously held positions at Securities America Advisors, Securities America, Inc., LPL Financial, and OSAIC. Outside of his advisory work, he is involved in mortgage lending and insurance sales, including fixed insurance products and fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Eric Esparza is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has been in the industry since 2026, previously working at Wells Fargo Clearing and Wells Fargo Bank. His background includes roles outside finance, such as positions at the Riverside County District Attorney's Office and Petco Health and Wellness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Moises Macias Jr. is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, and HomeStreet Bank. Outside of his advisory work, he is also a baseball coach for Ayala High School in the Chino Valley Unified School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jeff Gonzales is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advice.

Michael Salazar is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Adjustments for Secaucus, New Jersey, where he reviews and votes on variances related to the town’s aesthetics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Evelyn Walker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including JPMorgan Chase Bank, Wells Fargo, and UnionBanc Investment Services. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Arnie Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 19 years prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Michelle Rickard is a Series 66-licensed advisor at Merrill with three years of industry experience. She has been with Merrill since 1998. 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 strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience, currently with OSAIC. His prior roles include nine years at Mariner Independent Advisor Network, LLC, and LPL Financial. He serves as executor of a family living trust. OSAIC serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Kenichi Igarashi is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also president of Simplified Wealth Management, a DBA providing financial advisory and management services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and multiple custodial arrangements.

Sulaiman Mayel is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2015. His prior experience includes roles at Citigroup Global Markets, Morgan Stanley DW Inc., and Chase Investment Services Corp. Outside of his advisory work, he is involved in property management, acquisition, and rehabilitation through a private real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in its recommendations.

Robert Amatore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2007 and previously spent three years at Quantum Sales LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options across diverse account structures.

Sichen Li is a financial advisor with Edward Jones in Chino Hills, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Edward Jones in 2025, Li worked at Transglobal Advisory, Globalink Securities, and Transglobal Insurance Agency, focusing on life insurance and annuities through Overflow Financial Management, where he served as CEO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.