Andres Han is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and has been affiliated with Schools First FCU since 2014, where he also serves in an advisory capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Amanda Smithberg Urban is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Mike Mc Coy is a financial advisor with Ameriprise who holds a Series 63 designation and has 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arturo Centeno is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is also a rental property owner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis and combines large institutional advisory operations with additional market-facing registrations and functions.

Ryan Trabert is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at KEI Financial and Albertsons. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutional clients, and charitable organizations, through a large network of advisers and multiple platforms. The firm offers a range of services such as financial planning, retirement consulting, and managed accounts, utilizing various tools and third-party managers to construct and manage investment portfolios.

Casey Reyna is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Reyna's work experience includes roles at FedEx Ground and the University of California, Santa Barbara. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research.

Kyle Bacskai is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual, Mora Financial, and EssilorLuxottica. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maria Cristina Deterala De La O is a financial advisor with Primerica Advisors in Corona, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2006. Outside of her advisory role, she manages De La O Associates, Inc., which supports Primerica business activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides services supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Travis Bartsch is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Osaic in 2024. Outside of his advisory role, he operates a fixed insurance agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools like asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Daniel Verdugo is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Verdugo is also involved in real estate rental activities outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Jorge Caceres is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at Live Nation Entertainment. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ian Massey is a financial advisor with OSAIC Wealth, Inc. based in Corona, California, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has previously worked with Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. Massey is also the CFO of Providence Wealth Planning, LLC and Plan With Providence, LLC, where he oversees financial planning and corporate functions, and he owns Financial Caddie, LLC, a personal consulting business. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated financial services using advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Arlette Oberg is a financial advisor with Ameriprise in San Jacinto, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Corraliza is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and MassMutual. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund and model portfolio strategies.

Nora Jashari is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Aaron Johnson is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. He is also the secretary of Simplified Wealth Management, a financial planning corporation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

William Hunter II is a financial advisor with Charles Schwab in Corona, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Schwab in 2021, he worked briefly at Edward Jones and previously held roles outside finance, including at Starbucks Coffee Company and as a Youth Faith Formation Assistant at St. Martin de Porres Catholic Church. In his volunteer role, he has coordinated youth ministry programs and faith formation activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services, discretionary separately managed accounts, and integrated brokerage and custody solutions.

Roxanne Jones is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Capital Management and Sagepoint Financial. Outside of her advisory work, she serves as treasurer for Camille Russell Wooden Ministries, a nonprofit organization. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and a variety of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Aaron Handfield is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and has worked concurrently at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kenneth Smith is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 65 and Series 63 licenses and 2 years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. He has additional experience in the restaurant industry and education. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.