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.

John Kendall is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Schwab in 2018. He serves as a non-paying board member of Christian Arts & Theater, a nonprofit charitable organization. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

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.

Robert Heinze is a CFP® professional with 31 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2009. He serves as Chair of the Finance Committee for the Family Service Association of Redlands and holds board roles with the Myron Ratcliffe Family Foundation as Vice President and Kimberly Shirk Events, Inc. as President. Heinze also serves as President of the Copper Hill Home Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decisions.

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.

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.

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.

Harry Bald is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Darren York is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and CUNA Brokerage Services, Inc. for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Marie Johnson is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1998. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.