Brian Wilverding is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling techniques to deliver non-discretionary, written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jonathan Dickson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he spent six years with the Allan Gray Orbis Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Dominique Ware is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with privately held business owners to prepare for major business transitions, enhance personal financial readiness, and plan for life beyond the business. Her expertise includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Dominique holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her high school diploma from Hamilton High School. Her approach focuses on translating business income into sustainable personal income, stress-testing retirement cash flows, tax-aware liquidity planning, coordinating with clients' brokers and advisors, and structuring long-term wealth for financial independence. Outside of work, Dominique enjoys basketball, chess, cooking, fishing, gardening, music, rock climbing, and spending time with her family.

Federico Bejar is a Series 66-licensed financial advisor with Edward Jones in Murrieta, CA, where he has worked since 2019. He has six years of industry experience and previously spent eight years with CentralSquare Technologies. Outside of finance, he works as a musician for hire at local events and recording studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Camille Garcia is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Morgan Stanley since 2010, including a brief period at UBS Financial Services from 2013 to 2014. Garcia is based in Murrieta, CA, and holds the Series 66 license. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a large network of financial advisors.

Tanya Campbell is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Primerica Advisors since 2020 and has over two decades of association with Primerica Financial Services. In addition to advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors serves primarily individual investors and some corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers various investment approaches, including cryptocurrency ETF allocations.

Mason Mortimer is a CFP® professional with 21 years of industry experience and has been with Edward Jones in Temecula, CA, for 20 years. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Harold Craig is a ChFC® and Series 66 designated financial advisor with Edward Jones, based in Temecula, CA. He has 15 years of experience, all of which have been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions under a fiduciary standard through a nationwide network of financial advisors and branch offices.

Robert Charlebois is a financial advisor at OSAIC based in Temecula, CA, with 25 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Royal Alliance Associates Inc since 2001. Outside of his advisory role, he is licensed to offer term and health insurance quotes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and access to a wide range of investment programs.

Drew Marloe is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. and Independent Capital Management, Inc., where he also serves as president. Outside of advising, he is an owner of ICM Real Estate, Inc. and owns ICM Life Insurance Agency. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate structure, and recent consolidation activity.

Alejandro Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JP Morgan entities since 2014. Outside of his advisory role, he is involved with Orchidia Homes LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Christopher Tool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at SCF Securities, Inc. and Summit Brokerage Services. Outside of advisory work, he has managed Tool Motor Sports for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines advisory platforms with extensive non-advisory financial services and supports a large network of investment adviser representatives.

Craig Eshenko is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heidi Donaghe is a Financial Advisor with Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with individuals and families to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. Heidi provides ongoing advice, adapting portfolio strategies as clients' situations evolve. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heidi helps women navigate important life transitions such as marriage, divorce, career changes, raising children, and retirement, as well as assists seniors in preparing for retirement to support their desired lifestyle. Heidi holds a Bachelor's Degree from the University of California System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys basketball, cooking, hiking, and spending time with her family.

Eric Busch is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously spent 12 years at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Daniel Venne is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and has operated his own public accounting practice since 1990. Outside of his advisory and accounting work, he serves as director and treasurer of the Temecula Sister City Association, a nonprofit focused on educational cultural exchanges. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across diverse program structures.

Eric Willis is a financial advisor with Merrill in Temecula, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Bank of America and Merrill for 10 years. Outside of his advisory role, Willis serves as a general partner of the SoCal Nationals Scout Program, where he dedicates time to coaching and training club baseball teams. 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, and institutions, combining internal and third-party management with support in trading, administration, and custody.

Hope Witteman is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. She has worked at multiple Cetera entities since 2025 and previously spent over a decade at CUSO Financial Services. Outside of her advisory role, Witteman serves as a co-power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual and institutional investors. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Daniel Dunn is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial for 18 years and Householder Group, Estate & Retirement Specialists for three years. Dunn is also president of Dunn Financial, Inc., a corporation engaged in the sale of fixed insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Daniel Schepe is a financial advisor with J.P. Morgan Securities in Temecula, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.