Salomon Gonzalez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies that guide clients toward their goals through investment advice, risk management, and wealth preservation. With a focus on understanding clients' individual needs, Salomon offers tailored solutions in areas such as liquidity management, managing new wealth, personal retirement planning, and small business strategies. Salomon brings a decade of banking experience from the Orange County Inland Empire Market, having held roles from Client Service Representative to Relationship Manager. He joined Merrill as a Senior Relationship Manager through The Academy licensing pathway and has earned the Chartered Retirement Planning Counselor (CRPC™), Accredited Wealth Management Advisor (AWMA™), and Personal Investment Advisor (PIA) designations. In August 2022, he transitioned into an advisory role to further develop his practice. Salomon is active in the Hispanic community, serving in leadership roles with the Inland Empire Hispanic Organization of Leadership and Advancement (HOLA) and the Inland Empire Hispanic Business Council (HLBC), and participates in mentoring programs and volunteer events. He holds an Accredited Certificate from the College for Financial Planning, an Associate's Degree from Mt San Antonio College, and a high school diploma from Garey High School. Salomon is bilingual in English and Spanish and resides in Redlands, California with his spouse and two children. His personal interests include soccer, tennis, golf, coin collecting, playing guitar, antiquing, chess, music, and spending time with his family.

Carlos Fuentes is a Series 66 licensed financial advisor with LPL Financial in Claremont, CA, where he has worked since 2007. He has 24 years of industry experience. Outside of his advisory role, Fuentes assists with trade show designs for a wholesale and retail business operated by his wife. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Jennifer Jackson is a financial advisor with Ameriprise who holds a Series 66 designation and has two years of industry experience. She previously worked at Edward Jones and has a background that includes roles in public administration and academic departments related to economics and business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Diep Le is a CFP® credentialed financial advisor with 20 years of industry experience, currently with Morgan Stanley in Riverside, CA. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was with National Planning Corporation from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Andrew Lee is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in a small-scale commerce activity focused on buying and reselling items. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Armando Armenta Sr. is a financial advisor at Edward Jones in Claremont, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities beyond advisory services.

Jamil Dada is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial since 2008 and also serves as Vice President of Investment Services at Provident Bank. His income is derived solely from his sales through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ismael Navarro is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Bank of America since 2025, following a 12-year tenure at Merrill. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Raul Aballi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since May 1987. As a qualified Portfolio Manager, Raul provides tailored financial and investment strategies, managing personalized or defined discretionary portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. He focuses on offering advice and guidance grounded in his clients' goals and priorities, helping track progress and adjust strategies over time. Raul's expertise encompasses wealth accumulation, portfolio development, liability management, asset preservation, and wealth transfer through customized wealth management approaches. His client focus areas include managing new wealth, personal retirement planning, portfolio management services, and working with women and wealth. Raul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. He is fluent in English and Spanish. Committed to community involvement, Raul volunteers with organizations such as the Mission Inn Foundation, Riverside Art Museum, and Riverside Community College District Foundation. Outside of work, he enjoys golfing, hiking, tennis, traveling, and spending time with his family. Raul is married to his wife, Jamie, and has four grown children. He grew up in Riverside, California.

Hai En Sun is a Certified Financial Planner® at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at iStarUSA from 2016 to 2017. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Carrion is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2022, following a year at Bank of the West and over a decade at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Chen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Veltek Inc and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

William Bryan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2013. Bryan also serves as an educational speaker at California State University, Fullerton. 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 investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Carolyn Jenkins is a financial advisor with Primerica Advisors in Crestline, CA, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Living Hope Evangelical Free Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

Victor Karidakes is a financial advisor with Morgan Stanley in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He joined Morgan Stanley in 2020, having previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Jahule Valuvi is a financial advisor with J.P. Morgan Securities in Claremont, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining JPMorgan Chase Bank, N.A. in 2014, he was involved with Jenlu, LLC, operating the Etsy shop Ladybug And Duke from 2017 to 2018. 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 non-discretionary advisory approach.

Samantha Zermeno is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she is also an associate advisor at Mission Partnership Group LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.