Enda Veres is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. In addition to his advisory roles, he has experience in education with the Riverside Unified School District and operates a private music instruction business. He is also engaged as a mobile DJ in the Grand Terrace area. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Jonathan Pasimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Elijah Behringer is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has less than one year of industry experience, with prior work history spanning staffing agencies, investment services, and hospitality. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Qiming Liang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at NYLife Securities LLC and Hainan Shengda Corp. 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 selective group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with an emphasis on non-discretionary client decision-making.

Dominic Valdez is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Merrill Lynch/BOA, New York Life Insurance Company, and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Christopher Calagna is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at City National Bank and UnionBanc Investment Services. Calagna holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Whyte is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He is also the CEO of Whyte & Associates Inc., a tax accounting and business advisory firm, and Pinnacle Wealth Management Inc., where he manages investment planning, retirement and estate planning, and financial planning services. Whyte serves as a trustee for the Bentley Family Trust and the Lisa Bruns Living Trust. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to various third-party money managers and customized investment solutions.

Jessica Lundquist is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

James Erickson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment products and services, including specialized planning and institutional offerings.

Don Stalker is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2005 and previously spent seven years with Waddell & Reed. Outside of his advisory role, he is involved in the performing arts as a musician and songwriter. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians while offering both discretionary and non-discretionary management options through proprietary model strategies and third-party advisers.

Fernando Hirugami is a financial advisor with Merrill in Riverside, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he was involved with Vision Solved Wealth Management Group and has experience in marketing, wealth management, and estate planning. Outside of his advisory role, he is owner and operations manager of Shift Studios LA, a clothing studio. 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 and profit-sharing plans, corporations, and charitable organizations.

Alexandra Dodds is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for families and business owners. With over 20 years in the financial industry, she focuses on a goals-based approach to simplify financial needs and provide tailored advice. Alexandra manages discretionary custom investment strategies and incorporates tax minimization and diversification in portfolio management. Her expertise spans executive compensation, family wealth management, personal retirement planning, and socially responsible investing, including ESG strategies. Alexandra holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California, San Diego. Alexandra is actively involved in her community through organizations such as the Girl Scouts of San Gorgonio and the Temecula Valley Women’s Club. She enjoys hiking, running, spending time with her family, and traveling. Alexandra values building strong client relationships to better understand and meet their financial and planning goals.

David Fong is a financial advisor with UBS Financial Services in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with UBS Financial Services since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Lupita Fernandez is a financial advisor with Fidelity in Riverside, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at JP Morgan Securities, LLC for nine years before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI and systematic model portfolios.

Oralia Valenzuela is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Clearing from 2009 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jerilyn Bostock is a financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she also works as a food delivery driver on a part-time basis. 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.

Joseph Caira is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Mass Mutual Financial and MML Investors Services since 2004. Outside of his advisory work, he owns and operates a baseball training facility for children. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Feiruz Ennabe Ayoub is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 2015. Outside of advising, she has been involved with 2000 C-Store, Inc. since 1989. 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 employs model-delivery strategies and offers discretionary portfolio management through a network of advisors supporting approximately $15.5 billion in assets under management.

Sunny Kaura is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2011, and Primerica Financial Services since 2000. He is also involved with the Corona-Norco Unified School District. Outside of advisory services, he receives compensation for referrals related to mortgage products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for model implementation and trade execution.

David Jabczenski is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, J.P. Morgan Securities, and several other firms. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.