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.

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.

Patrick Merrill is a financial advisor at Stifel with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Merrill has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at State Street Global Advisors and New York University’s Stern School of Business. He serves on the Investment Committee Board of the Claremont United Church of Christ. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Sami Harper is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and with two years of industry experience. Prior to joining Ameriprise in 2024, Harper worked at LPL Financial from 2022 to 2024 and Kinecta FCU from 2006 to 2024. Outside of advisory services, Harper has involvement in real estate ownership focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement who meet certain asset thresholds, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes assets held in Ameriprise-managed accounts.

Victor Kubo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Douglas Morris is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of financial advising, he has been involved in Elite Jewelry at the Vault since 1982. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to develop financial plans.

James Terry is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. 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 and discretionary investment solutions supported by a multi-asset model portfolio approach and a centralized operational structure.

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.

Kimberly Romo is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she is a commissioned notary public in California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 model portfolio programs, combining large-scale non-advisory financial activities with investment management.

Na Ren is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as a caregiver for elderly parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Melissa Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 1999 and Wells Fargo Clearing since 2022. Outside of her advisory role, she participates as a craft vendor at the Countyline Farmers Market in Yucaipa, California, specializing in crochet crafts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

James Filippi is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2014, he worked at firms including Morgan Stanley and D.A. Davidson & Co. Outside of his advisory role, he is involved in a family winery business, providing maintenance support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to multiple portfolio management strategies, supported by extensive operational and research tools.

Amy Song is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at HSBC Bank USA, HSBC Securities, UBS Financial Services, Merrill, Bank of America, and HMA Global. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports its clients with brokerage and advisory solutions informed by research from the Wells Fargo Investment Institute and third-party sources.

Saikou Jabbi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Yuan Ze University and Boise State University, including work in corporate finance and academic positions. Strategic Advisers LLC, a Fidelity Investments company, 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, delivering model portfolios through systematic methodologies and oversight controls.

Jessica Rodriguez is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop and implement comprehensive financial strategies tailored to clients' diverse financial needs. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before assuming her current role in 2025. Jessica holds a California Insurance License, supporting her work in financial planning and client advisement. Outside of her professional responsibilities, she enjoys activities such as comedy, concerts, family activities, hiking, outdoor adventures, and parenthood.

Ocean Ho is a CFP® professional with 15 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, Ho held roles at Avantax Advisory Services and 1st Global Advisors, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, with an emphasis on ESG eligibility and broad derivatives capabilities.

Elizabeth Stannard is a financial advisor with Primerica Advisors in San Bernardino, CA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at Pfs Investments Inc and Performance Team, alongside her long-standing association with Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at a large scale, delivering advisory services primarily through model-delivery strategies created by unaffiliated asset managers, with oversight and custodial support from BNY Mellon Advisors and Pershing.