Amanda Bacon is a financial advisor with LPL Financial in Palm Desert, CA, holding Series 63 and Series 66 designations and 22 years of industry experience. Her prior roles include positions at Citigroup, Wells Fargo, Merrill, and California Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various managed account options.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch, and TIAA-CREF Individual/Institutional Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management supported by proprietary research and third-party resources.

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 with Morgan Stanley in Palm Desert, CA, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at Hudson Private and spent a year semi-retired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

Paul Meinhold is the Resident Director at Merrill, bringing extensive experience in wealth management and financial advisory services. He specializes in serving endowments, foundations, and non-profits, as well as providing investment consulting for defined contribution plans. Paul also focuses on LGBT wealth planning, women and wealth, and retirement income strategies. His approach emphasizes a personalized financial strategy tailored to clients' long-term goals, supported by insights from Merrill and resources from Bank of America. Paul graduated from the United States Air Force Academy with a Bachelor of Science in Aeronautical Engineering in 1978 and earned a Master's degree in Business Management from Golden Gate University in 1987. He served as an Air Force fighter pilot flying F-4 and F-16 aircraft for 14 years and retired from the Air Force Reserve as a Lieutenant Colonel. He joined Merrill in 1993 and has held the role of Senior Resident Director in three different offices over nine years. His professional designations include Accredited Domestic Partnership Advisor (ADPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Paul is committed to community involvement through volunteer activities. He enjoys golfing, reading, and spending time with his family.

Garth Young is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2014. He holds Series 63 and Series 65 licenses and is based in Palm Desert, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Therese Stewart is a CFP®-credentialed financial advisor with Raymond James Financial, based in Indio, CA, with 39 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1992 and the broader Raymond James organization since 2009. Stewart serves as a committee member on the finance committee for YWCA Pierce County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports a large advisor network, and has specialized offerings including municipal and SIMPLE IRA advisory services.

Derek Chatterton is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Shane Feist is a financial advisor with Ameriprise in Palm Springs, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he was self-employed for seven years and worked at PGA West for ten years. He serves on the Board of Directors for The First Tee Coachella Valley. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Caesar Hernandez is a financial advisor with Morgan Stanley in Palm Desert, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Nicholas Maffeo is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.