Damon Harris is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and LPL Financial. Outside of his advisory role, he is the managing member of California Stars Baseball LLC, which focuses on youth baseball development. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and multiple investment platforms to manage portfolios.

Carlos Rosales Vasquez is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member and secretary for El Nido Family Centers, treasurer and finance committee leader at LA Plaza de Cultura y Artes, and president of the Palomares Walk HOA. He also owns Anteater Home Solutions and participates as a board member of NAHREP LA San Gabriel. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Fernish is a Financial Consultant at Fidelity Investments, a position she has held since 2016. She has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and Investment Consultant. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2011 to 2012. Nicole emphasizes building trusting relationships with her clients by creating and implementing financial goals and providing education in financial planning. She holds a California Insurance License, supporting her ability to serve clients in various aspects of their financial needs.

John Robins is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial across multiple periods since 2008. He has also been involved in insurance sales through various carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering a variety of advisory programs and financial planning services.

Blandine Miramontes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of finance, she is co-owner of San Diego Commercial and Residential Cleaning, Inc., a janitorial services business. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Richard Lopez Jr. is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has worked at Bank of America, N.A. since 2024 and has prior experience at California State University, San Bernardino and San Bernardino Valley College. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutions.

Andrew De Vera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at various J.P. Morgan entities since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Miller is a CFP® professional with 17 years of industry experience, currently working at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities. He serves as a board member for Outdoor Journeys, a nonprofit organization based in Angelus Oaks, CA. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by a platform that integrates financial planning, model portfolios, and third-party asset management.

Ana Dominee Del Rosario is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has been with J.P. Morgan Securities since 2021 and concurrently works at JPMorgan Chase Bank, N.A. since 2017. Her prior work experience includes roles at The Home Depot, The Poke Place, Amazon, and Studio Mm&b. 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.

Rita Pichardo is a Series 66-licensed financial advisor with Merrill in Riverside, CA, with eight years of industry experience. She has worked at Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Imran Lakhany is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at UnionBanc Investment Services, Edward Jones, and a publishing company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Tomas Rodriguez is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Damian Brown is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Riverside, California. He has been with Merrill Lynch since 1999, serving individuals, families, retirees, and business owners. Damian is a member of Brown & Associates and focuses on investment planning, portfolio construction, and customization. Damian holds a bachelor's degree from the California State University system and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a Senior Portfolio Advisor, he provides comprehensive wealth management strategies that integrate investment management, retirement planning, risk management, and wealth transfer strategies. His approach centers on understanding clients' priorities and developing personalized plans tailored to their goals. Outside of work, Damian resides in Rancho Cucamonga, California with his wife Kerri Ann and their daughter Claire. His personal interests include biking, boating, cooking, gardening, music, spending time with family, traveling, and watching movies.

Alexander Kosan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Deloitte, CliftonLarsonAllen, Morgan Stanley, and a four-year period at the University of California - Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Mark Hutchason is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 29 years of experience in financial services. He specializes in helping plan sponsors design effective retirement plans and establish sound financial strategies. Mark's expertise encompasses business retirement and employee benefits plans, personal retirement planning, divorce transition planning, managing new wealth, and employee financial health. He works closely with both plan stewards and participants to achieve objective-based outcomes and also manages personal wealth portfolios for business owners, individuals, retirees, and families. Mark holds a bachelor's degree in public accounting from Cal State San Bernardino and has a background as a Controller and Administrator of a 501(c)(3) non-profit organization. He has earned the Chartered Retirement Planning Counselor™, Chartered Retirement Plans Specialist™, and Certified Plan Fiduciary Advisor® designations, reflecting his commitment to continuous education in a dynamic regulatory and market environment. Residing in Apple Valley, California with his wife, Shelly, Mark enjoys golfing, hiking, cooking, music, reading, and spending time with his family. He and his wife volunteer as Wish Granters for Make-A-Wish and are active in community service, aligning with Merrill's tradition of community involvement. Mark aims to be a trusted advisor who helps clients achieve financial dignity, defined as the ability to live comfortably, share time with loved ones, and maintain financial confidence.

Michael Bates is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Matthew Bates is a financial advisor at UBS Financial Services in Riverside, CA, with five years of industry experience. He has worked at UBS since 2019 and previously was employed at Stater Bros. Markets from 2015 to 2019. Bates holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Quang Minh Alex Ta is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Suong Dat Pty Ltd., Ginza Teppanyaki, Sacombank, VPS Securities JSC, the University of Melbourne, and the Vietnam Australia International School. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Cranfill is a financial advisor with Stifel in Redlands, CA, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Financial since 2016. Cranfill serves on the boards of several local organizations, including Redlands Sunrise Rotary, Redlands Chamber of Commerce, and Redlands Community Foundation. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Scott Robson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for clients and their families. He focuses on areas including retirement planning, education funding, family wealth management, philanthropic planning, and tax minimization. Scott applies his expertise to help clients pursue their long-term financial goals with strategies tailored to their unique circumstances. Scott earned his bachelor's degree in Finance from California State University San Bernardino and has been working in financial services since 2000. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). His background in finance, banking, and real estate informs his comprehensive approach to financial independence and lifestyle planning. Outside of his professional role, Scott and his wife Jennifer have been married for 25 years and have two daughters. He enjoys hiking, fishing, traveling, and watching his daughters play soccer. Scott supports community organizations such as City of Hope, Feed the Children, and Mutts with a Mission, reflecting his engagement with local causes.