Mae Patton is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. She previously worked at TD Ameritrade and TD Ameritrade Clearing Inc., as well as positions outside the financial sector. 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 affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing arrangements.

Corrine Lafollette is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. Lafollette serves as a board member of the San Clemente City Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms.

Derek Atkinson is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Jaime Gomez Hernandez is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Financial, his background includes roles at Transamerica Financial Advisors, Pacific Medical Inc, and involvement with The Right Way Foundation, where he conducts financial literacy workshops for foster youth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Batchelor is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2021. In addition to his advisory role, he serves as an adjunct professor at Chaffey College, where he teaches and evaluates students in the Radiology Technologist Program. Ameriprise provides retirement-income planning services primarily for individuals nearing 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.

Robert Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals and adapting to changing market conditions. His approach emphasizes collaboration to create flexible financial plans. Thompson's expertise includes employee benefits planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of California Riverside and a Juris Doctorate Degree from Chapman University, following his graduation from Rancho Verde High School. Outside of his professional work, Thompson enjoys adventure sports, baseball, camping, and traveling. He is committed to achieving meaningful, enduring results both in his personal life and his work with clients.

Steven Curtis is a financial advisor at Ameriprise with 35 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Curtis holds Series 63 and Series 65 credentials and is based in Mission Viejo, CA. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team in partnership with client advisors.

Leif Jacobsen is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch's Temecula office. He specializes in providing comprehensive wealth management strategies that are tailored to clients' financial situations and goals. His approach includes access to Merrill's investment insights and Bank of America's banking and lending solutions to address various aspects of clients' financial lives. Jacobsen began his career at Merrill in 2004 as a Financial Advisor and has since advanced to his current role. He holds the Chartered Retirement Plan Counselor™ designation and serves as a Portfolio Advisor within Merrill's Investment Advisory Program. His professional registrations include Series 7, 9, 10, 31, and 66 FINRA licenses. He earned a Bachelor's Degree in Business with an emphasis in finance from California State University San Marcos. Residing in Temecula since 1997 with his wife and family, Jacobsen is involved in community volunteer work consistent with Merrill's tradition of local participation. His personal interests include biking, hiking, pottery, surfing, traveling, watching movies, and spending time with his family.

Lori Hoopingarner is a financial advisor with Ameriprise in Temecula, CA, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Ameriprise and its predecessor firms since 1997. Outside of her advisory role, she serves on the Temecula Valley Hospital Advisory Board and the Southwest Healthcare Board of Governors, and is involved with the Professional Women's Roundtable scholarship committee as well as local youth basketball organizations. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Daniele Bonafede is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers customized retirement planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jemuel Abarientos is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to create holistic financial strategies aimed at achieving their financial goals and needs. His areas of focus include college education planning, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jemuel holds a Bachelor's Degree in Business Administration with a concentration in Finance from California State University, Fullerton. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, Jemuel enjoys outdoor activities such as basketball, surfing, camping, and traveling. He often explores the Southern California coast with his family.

Jaimie Horn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Horn worked at Michael L. Bishop, Inc. for six years. Fidelity's Strategic Advisers LLC, where Horn works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Zamani is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. He has ownership interests in two wealth management businesses based in Murrieta, CA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Deborah Mc Clure is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mobin Mohsini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brian Weaver is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His credentials include Series 63 and Series 65 licenses. Outside of advisory work, he receives non-investment related compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Patrick Calderigi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Calderigi is involved in the fixed insurance and financial services sector through related business activities focused on insurance benefits and investment services. 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 diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Kimberly Bakos is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alexander Ripps is a financial advisor at Fidelity with a Series 66 credential and experience in the legal and wealth management fields dating back to 2016. His prior roles include positions at Falcon, Rappaport & Berkman LLP and operating his own law office. Outside of his advisory work, he is involved as an owner and officer in several holding companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and its use of AI and systematic methodologies in its investment process.

Robert Bender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Bank of the West, and BancWest Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.