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 based in Ontario, CA. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2026. Prior to this, he held positions at Primerica Financial Services and various roles in hospitality and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

Jorita Padfield is a financial advisor at Cetera with over 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera Advisors LLC since 2013. In addition to her advisory role, she owns Padfield Financial Services and assists with data collection for the US Census Bureau. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop bespoke strategies across various program structures.

Qiming Liang is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes positions at NYLife Securities LLC and seven years at Hainan Shengda Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Mark Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes roles at TD Ameritrade, Bank of America, Merrill, and Scottrade. 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and a centralized operational structure.

Shih Liu is a Series 66 licensed advisor with Merrill, based in Upland, CA, and has four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 investment strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Tom Aguilera Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and SchoolsFirst FCU for over 19 and 26 years respectively. Aguilera also serves as a financial advisor at SchoolsFirst FCU. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research and offers additional financial products and services through affiliated entities.

Christopher Calagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at City National Bank and UnionBanc Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

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.

Maria Almario is a financial advisor with LPL Financial in San Dimas, CA, holding one year of industry experience. Her prior work includes roles at Kaiser Permanente and several entrepreneurial ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research while providing both discretionary and non-discretionary management services.

Don Stalker is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 31 years of industry experience and is also involved in songwriting and performing arts, including membership in the Maxwell-Stalker Band. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies under multiple platform arrangements.

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.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Matthew Serret is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Specific details about his experience, areas of expertise, education, and community involvement are not provided.

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.