John Bunge is a Series 66-licensed financial advisor with 12 years of experience at Thrivent Investment Management. He is based in Beaumont, CA, and has served at Thrivent Financial since 2014. Outside of his advisory role, he is active in several community and faith-based organizations, including serving on the advisory board for Habitat for Humanity Inland Valley and as a part-time interim pastor at Faith Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping these services distinct.

Anna Anderson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She previously worked at Royal Alliance Associates, INC. and John Hancock / SII. Anderson is also involved in youth outreach as a coordinator for a local church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a network of affiliated advisors, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Tayra Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. She is part of a team that collectively brings over 100 years of financial expertise. Prior to her current role, Tayra was a small business owner, a background that provides her with insights into the financial challenges faced by individuals and families. She focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Tayra holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a High School Diploma from Rancho Santa Rosa High School and completed an Accredited Certificate Program at the College for Financial Planning. Fluent in both Spanish and English, she is involved in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership Regional Leadership Academy. In her personal life, Tayra is a mother of two and is married. She has interests that include baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling.

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.

Fanor Bohorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan entities since 2018 and previously spent three years at Merrill and Bank of America. Outside of his advisory role, he manages rental properties. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.

Arnie Gonzalez is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Merrill from 2003 to 2022 and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2022. 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 brokerage, distribution, and investment management capabilities.

Johnatan Kokos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has been with J.P. Morgan Securities 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 applying an ESG eligibility framework in its investment 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.

Joshua Tobias is a financial advisor with Edward Jones in Fontana, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. His prior work includes roles at KForce, Bankers Life and Casualty, Anheuser Busch InBev, and the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. 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.

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.

David Massongill is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, National Planning Corporation, OSAIC Services, and Sunamerica Securities. Massongill is based in Yucaipa, California. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tommy De Graw is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, LP, and Edward Jones. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

Jose Del Carmen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America since 2014 and has been with Merrill since 2013. Outside of finance, he has experience in the hospitality industry, having worked at Heroes Bar and Grill from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Austin Schmidt is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Austin was born and raised in Riverside, California. He earned a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, San Bernardino. Before joining Merrill Lynch, Austin was actively involved in the music industry as a lead guitarist in a touring band that performed at large venues, including the Vans Warped Tour. He decided to pursue a career as a financial advisor, following in his father's footsteps, and subsequently formed a father/son team at Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Austin enjoys playing guitar, attending concerts, watching sports such as baseball, basketball, football, and ice hockey, camping, singing, spending time with his family, and watching movies.

Steven Beck is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed Inc and various insurance agencies. In addition to his advisory work, he is involved in tax preparation and accounting services through LB Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Mark Garcia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Richards is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. She previously worked at Bank of America and Merrill, accumulating extensive experience at each firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Yvette Giove is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ismael Rojo is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at SBCUSD, Walmart, and AT&T. Outside of advising, he is involved with Thrive Academics, an educational organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.