Andrew Norman is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior roles include positions at AssetBridge Capital Management, Team Financial Partners, and various non-financial employers. 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch/Bank of America and Northwestern Mutual. Outside of his advisory role, Herrera coaches soccer with the Inland United Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jescelyn Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and is also currently employed with Bank of America, N.A. Outside of her advisory role, she assists her mother’s janitorial business by managing invoicing and payments due to language barriers. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tania Mc Elroy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Cal State San Bernardino, and Chaffey Community College. 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 and profit-sharing plans, corporations, and charitable organizations.

Allen Block is a financial advisor with Merrill based in Ontario, California. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luis Tinoco Burbano is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has been with Primerica Advisors since 2026 and previously worked at Primerica Financial Services, Crevier BMW, Ontario Volkswagen, and Pink Xterminators Inc. Primerica Advisors sponsors 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through third-party providers.

Joshua Mccoy is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Blake Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at the University of Washington, Crafton Hills College, and Arrowhead Orthopedics. Outside of his advisory role, he serves as a high school football referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolios and institutional platforms.

Ricardo Rodriguez is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at RBC Capital Markets, Chasing Value Asset Management, and William O'Neil Securities. He is also involved with the Credit Union of Southern California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Frederick Woolley is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior roles include positions at Western International Securities, Inc., Financial West Group, and Manufacturers Life Insurance Company. He is also actively involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Lugo is a financial advisor with Edward Jones in Redlands, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Dean Dunbar is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Prudential Insurance Company of America and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Vincent Hurd is a financial advisor with Merrill holding a Series 66 credential and no prior industry experience. His recent work history includes roles at Bank of America, N.A., Merrill, Hertz Global Holdings, and various positions outside the financial industry, including involvement with the Inland Empire Community Foundation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Smith is a financial advisor with UBS Financial Services in Riverside, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS since 1992. Outside of his advisory work, Smith officiates high school football and basketball games in San Bernardino and Riverside counties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

David Maupin is a financial advisor with LPL Financial who holds a Series 63 designation and has 42 years of industry experience. He worked at Associated Securities Corp. for 25 years before joining LPL Financial in 2009. Outside of his advisory work, Maupin operates Maupin Financial Services, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a variety of customized investment strategies.

Danny De La Mora is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. He integrates investment insights from Merrill along with banking and lending solutions from Bank of America to address clients’ evolving financial needs. Danny holds a Bachelor's Degree from Universidad del Sagrado Corazon and maintains the Personal Investment Advisor (PIA) designation. He also participates in community activities by volunteering with local organizations, reflecting his commitment to the communities he serves through Merrill.

Wayne Oberle is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Truman Day is a financial advisor with Stifel, holding a Series 63 designation and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Day serves as a board member and fundraising committee participant for the Inland Empire Lighthouse for the Blind. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Jaramillo is a Series 66 licensed financial advisor with Merrill in Corona, CA, with three years of industry experience. His background includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he owns and operates Jaramillo Transport, a vehicle transport service for car dealerships. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Antekeier is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Wells Fargo Bank NA from 2015 to 2024. 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 through a non-discretionary program. Their advisory approach combines quantitative and qualitative due diligence supported by centralized research and may include ESG criteria.