Robert Iglehart is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including City National Bank, RBC Capital Markets, Merrill, Banc of America Investment Services, and Wells Fargo Investments. Outside of financial advising, he is co-owner and vice president of The Cheese Shop on El Paseo in Palm Desert, CA. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jessica Camacho is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014 and previously worked at Caliber Marketing Group, Inc. and Urban Edge Promotions, Inc. Camacho serves as a board member for Seiden-Juku, a nonprofit focused on martial arts education for adults and children with special needs, where she helps organize events. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios, due diligence on alternative investments, and integrated custody and brokerage services.

Aran Kirschenmann is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Rud Pedersen Group and Pray.com. Outside of his advisory role, he tutors students online in SAT and essay writing on a freelance basis. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Ruairi Clerkin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing wealth strategies and financial services since 2006. He works with a diverse client base, helping individuals and families address their immediate priorities while pursuing their long-term financial goals. Ruairi brings a global perspective to his role, having been raised in London and originally from Ireland before relocating to the United States in 2003. His background as a small-business owner informs his approach to client relationships. With expertise in portfolio management, Ruairi focuses on diversified, cost-efficient, and balanced investing. He provides clear and concise advice across a range of financial issues and enjoys building strong relationships with clients and their extended families. He often serves as a liaison to the Palm Desert community. His client focus areas include college education planning, personal retirement planning, philanthropic planning, and tax minimization. As a qualified Portfolio Manager, Ruairi manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Ruairi earned a Bachelor of Science degree from the University of Surrey in London. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ruairi lives in Palm Desert with his wife and two sons and has personal interests in hiking, running, skiing, soccer, and tennis.

Kalliopi Vlahu is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2006, following roles at Axa Advisors and TD Ameritrade. She serves as a FINRA arbitrator as an independent contractor. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and primarily utilizes third-party asset managers and advisory programs.

David Scott is a financial advisor with Charles Schwab in Indian Wells, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational and supervisory structures.

Stephen Patterson Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services, D.A. Davidson & Co., Crowell, Weedon & Co., Merrill, and the 101st Airborne Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Amanda Bacon is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Citigroup, Wells Fargo Bank, Merrill, and Charles Schwab. She is also affiliated with California Bank & Trust in a financial institution capacity. 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, and institutional platforms, supported by advanced research and operational tools.

Ronald See is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Palm Desert, CA. 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tasha Posa is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party investment teams.

Anne Knutzen is a financial advisor with Charles Schwab in Indian Wells, CA, holding a Series 66 designation and 13 years of industry experience. She has worked with Charles Schwab and Charles Schwab Bank since 2012 and 2014, respectively. Outside of her advisory role, she manages a rental property in Albuquerque, NM, with oversight provided remotely through a property management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and extensive client coverage.

Jesus Felix Leyva is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his advisory role, he worked at Apple and Nike, and he owns an independent film production company called Invictus Films LLC. Leyva is based in Indian Wells, California. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody infrastructure.

Michael Harris Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder and leader of the Harris Clerkin Suafoa Group. He guides individuals and families through the complexities of financial markets, focusing on wealth creation and transfer, and manages a team dedicated to providing personalized service and in-depth strategies. He specializes in areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and individual and corporate investment strategy. Michael has worked at Merrill Lynch since 2002, bringing 15 years of prior experience as a tax advisor to high-net-worth individuals and their businesses. Although he does not provide tax advice in his current role, this background informs his tax-sensitive approach to wealth management. His services encompass asset management, retirement strategy, business succession, trust and estate planning, charitable giving, college savings, and access to lending through Bank of America, N.A. He serves as the primary contact for clients navigating the broader Bank of America enterprise. He holds a Bachelor of Science degree in Business Administration from California Polytechnic State University and a Master's degree in Taxation from Golden Gate University San Francisco. Michael is a Certified Financial Planner (CFP) and holds additional professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is a long-time resident of the Coachella Valley and resides in La Quinta. Outside of work, Michael enjoys biking, gardening, hiking, and soccer.

Sean Heslin is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones, Merrill Lynch, TIAA-CREF, U.S. Bancorp Advisors, Fidelity, and Wells Fargo Investments. Aside from his advisory role, he is involved with Heslin Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various model portfolios and third-party asset managers.

Hassan Abedi is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2010. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Webster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 solutions. 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.

Peter Waterloo is a financial advisor with Morgan Stanley in Palm Springs, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, he serves as secretary for TaylorSF Inc., a private company involved in buying, developing, and selling residential real estate. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, and the firm offers a broad range of retail and institutional investment services.

Scott Discount is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously worked at Hudson Private. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and financial models to assist clients, primarily acting in an advisory capacity.

Scott Leverenz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Cambridge since 2001 in various capacities. Outside of his advisory role, Leverenz is involved as an independent insurance agent and is a member of The Society for Financial Awareness. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment implementation options through multiple platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Oscar Castillo is a financial advisor with Morgan Stanley in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.