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.

Brian Finley is a financial advisor with LPL Financial in Temecula, CA, holding a Series 63 designation and 31 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Adrian Rodriguez is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes four years at US BANK before joining Fidelity Brokerage Services LLC in 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction, incorporating model portfolios built from mutual funds, ETFs, and ETPs.

Van Neely is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Cambridge in 2022, Van spent more than two decades at Cantella & Co., Inc. Outside of financial advising, Van serves as a coach for West Coast Krav Maga and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of investment strategies and platform options tailored to client objectives.

Amy Irvine is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves as a notary public in Murrieta, California. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to produce annual, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sandra Saenz is a financial advisor with Wells Fargo Clearing based in Temecula, CA. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and US Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Michael Sheron is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual Life Insurance Company and Ellis Communications. Outside of his advisory role, he serves as CEO of Good Natured Products, Inc., a company focused on exercise equipment and video sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Amber Smith is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill and has experience in the fitness industry with Orange Theory Fitness. Outside of financial advising, she is involved in independent sales for MONAT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Marina Mclaughlin is a financial advisor with Edward Jones in Hemet, CA, holding a Series 63 designation and nine years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is involved in property maintenance for rental properties in Murrieta, CA. 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 under management through a large network of advisors and branches, offering a range of investment strategies and affiliated products under a fiduciary standard.

Maegan Young is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America for eleven years. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

John Ayala Sr. is a Series 66 licensed financial advisor with LPL Financial, based in Temecula, CA, and has 16 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he is co-owner and COO of Ignite Human Capital, a staffing-related business. 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 financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

Emiliano De Riquer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at several firms including AllianceBernstein, Prudential Financial, and Bank of America Merrill Lynch. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Shawn Upton is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Irving Alcibar is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and also has experience at Primerica Financial Services and Martin Brower. Outside of advisory duties, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers and custodians.