Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, PNC Bank, and BBVA subsidiaries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and operates at a large scale with a high client-to-advisor ratio.

Ian Ott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and four years of industry experience. He co-owns Warmen & James Private Wealth, a private entity facilitating securities, advisory, and insurance business. Ott has worked at several firms, including Royal Alliance Associates and Mountain West Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed account programs, third-party asset manager access, retirement consulting, and custody services.

Daniel Oropeza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he has served as a football official with Southern California Collegiate Football Officials for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting, delivered through a combination of quantitative modeling and centralized due diligence.

Zaid Diaz is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of finance, he has work experience with In-N-Out Burger. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic methods and AI in its investment process.

Megan Shoemake is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMORGAN Chase Bank, N.A. since 2008. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Brood is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, he is a principal at Brood and Seibert CPA's, a tax preparation and accounting firm he has been involved with since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, utilizing both discretionary and non-discretionary management approaches.

Bryant Ruiz is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America, he worked at Polo Ralph Lauren from 2013 to 2017. 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 individual and institutional clients.

Darren Canada is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at Raymond James Financial since 1999 and owns TC Financial LLC, a support company related to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting.

Steven Amacher is a financial advisor with Merrill, holding a Series 66 designation and based in Hemet, CA. He has one year of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Company, as well as a 15-year tenure with IBEW Local 47. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Seibert is a CFP® professional with 24 years of industry experience, currently associated with LPL Financial. He has held roles at Cetera and owns two CPA firms, Brood, Seibert & Lovcik, CPAs, LLP and Brood & Seibert CPA. He is also involved with Heritage Family Investments LLC and serves as a fiduciary for several family charitable remainder unitrusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and uses research and model portfolios to support discretionary and non-discretionary asset management.

Antoni Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 36 years of industry experience. He previously worked at Wedbush Securities Inc from 2014 to 2025. Lucas is also involved with Genesis Advisors Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by internal and third-party research and technology solutions.

Cheryl Stutler is a financial advisor with Edward Jones in Menifee, CA, holding a Series 66 designation and over 13 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michael Mair is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase, Bank of America/Merrill Lynch, U.S. Bank, and the Office of the Comptroller of the Currency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Rohaib Hamid is a Financial Consultant currently working at Fidelity Investments since 2019. He has previously served as a Financial Advisor at Morgan Stanley from 2013 to 2019. Rohaib focuses on providing client-centric service and emphasizes goals-based financial planning. He holds a California Insurance License, supporting his ability to offer comprehensive financial advice. Rohaib draws on his personal experience as a family person to partner with clients in creating personalized financial roadmaps aligned with their aspirations and family security. Outside of his professional work, Rohaib has interests in board games, cars, comedy, music, and pets.

Annette Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for the past ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rolando Bautista is a financial advisor with Charles Schwab in San Jacinto, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab and Charles Schwab & Co., where he has been since 2022 and 2023 respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Merrill Lynch/Bank of America Corporation and Northwestern Mutual. Outside of his financial career, Herrera coaches soccer for the Inland United Soccer Club in Moreno Valley, CA. 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.

Michele Wintersteen is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. Her career includes roles at TD Ameritrade from 2009 to 2018 and multiple tenures at LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Jeremy Taylor is a financial advisor with Ameriprise in Murrieta, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.