Arnie Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill for 19 years prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Paulina Becerra Gonzalez is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Newnewfoods and Manuel Alarcon Trucking, as well as positions at UC San Diego. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Johnatan Kokos is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Chase Investment Services Corp., and Ameriprise. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Michelle Rickard is a Series 66-licensed advisor at Merrill with three years of industry experience. She has been with Merrill since 1998. 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 strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience, currently with OSAIC. His prior roles include nine years at Mariner Independent Advisor Network, LLC, and LPL Financial. He serves as executor of a family living trust. OSAIC serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Kenichi Igarashi is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also president of Simplified Wealth Management, a DBA providing financial advisory and management services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and multiple custodial arrangements.

Joshua Tobias is a financial advisor with Edward Jones in Fontana, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. His prior work includes roles at KForce, Bankers Life and Casualty, Anheuser Busch InBev, and the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenyon Humphrey is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017, as well as at Washington Mutual Bank from 2002 to 2017. 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 advisory process combines systematic quantitative screening and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sulaiman Mayel is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2015. His prior experience includes roles at Citigroup Global Markets, Morgan Stanley DW Inc., and Chase Investment Services Corp. Outside of his advisory work, he is involved in property management, acquisition, and rehabilitation through a private real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in its recommendations.

Robert Amatore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2007 and previously spent three years at Quantum Sales LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options across diverse account structures.

Rick Yzaguirre is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked for over 25 years. Prior to joining Merrill Lynch, he began his career at Smith Barney in La Jolla, California. He is a partner with Yzaguirre, Block, Schnabel & Associates, a team of professionals that collaborates with internal corporate partners at Merrill and Bank of America to provide clients with comprehensive wealth management services. His areas of expertise include executive compensation, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. Rick holds the Personal Investment Advisor (PIA) designation and has a high school diploma from San Bernardino High School. He also attended the University of California system but did not receive a degree. Rick follows a philosophy of working closely with clients to develop personalized financial strategies to pursue their long-term goals. Outside of work, he volunteers with community organizations and enjoys cooking, hiking, and spending time with his family.

David Massongill is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, National Planning Corporation, OSAIC Services, and Sunamerica Securities. Massongill is based in Yucaipa, California. 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.

Daniel Cabral is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles across different industries, including positions at JP Morgan Chase Bank and Live Nation Worldwide Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator and its use of AI-driven methods in portfolio management.

Tommy De Graw is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, LP, and Edward Jones. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

Gor Antashyan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Chris Alvarado is a financial advisor with Edward Jones in Corona, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at US Bancorp and has been involved with Dale Carnegie Training as a certified trainer since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

George Haro is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and to introduce solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families in order to create strategies that pursue their financial goals. He aims to empower clients with the knowledge and tools necessary to take control of their financial lives. George's client focus areas include college education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). He obtained his high school diploma from Jefferson High School. Beyond his professional responsibilities, George commits time to coaching his children and engaging in volunteer work within his community. He is involved with organizations such as Claremont Fastpitch, Kiwanis International, and Habitat For Humanity. His personal interests include basketball, softball, spending time with his family, watching movies, and woodworking.

Eric Barrett is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. Barrett’s outside activities include writing and servicing non-variable insurance business. 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, utilizing model portfolios, third-party managers, and customized strategies supported by advanced operational tools.

Christine Brand is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2025. In addition to her advisory roles, Brand owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers and diverse program structures.

Robert Bell is a financial advisor with Thrivent Investment Management in Ontario, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on topics such as retirement, tax, estate, and special needs planning, delivered separately from portfolio management services.