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.

John Murphy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been involved with Dunham Trust Co. since 2017, where he refers clients interested in establishing trusts. Outside of his advisory work, Murphy serves as treasurer on the board of directors for The Hemet Jeep Club, a social club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various investment strategies and third-party managers.

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.

Noemi Biddick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2008. Outside of her financial career, she is an owner and partner of Co-Moonity Healiing, a wellness and meditation business. 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, delivering recommendations on a non-discretionary basis to clients.

Vischha Wilson is a financial advisor at Ameriprise in Temecula, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2019, Wilson worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by specialized committees.

Shane Mc Coy is a financial advisor with Edward Jones in Wildomar, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, the University of Redlands, and the Fontana Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stephanie Mondragon is a financial advisor with Merrill in Lake Elsinore, CA, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2015. Outside of her advisory role, she owns Momma Mondragon's Macarons, a family-run LLC specializing in macarons. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Johnson is a financial advisor at Ameriprise with seven years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its related entities since 2019, including a prior role at Ameriprise Financial Services, Inc. before joining the main firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jana Swenson is a financial advisor at Stifel with 46 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.