Peter Boulos is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. He has over a decade of experience partnering with clients to develop tailored financial plans that align with their unique goals and circumstances. Peter focuses on building trust and communicating financial strategies clearly to help clients work toward long-term financial success and provides ongoing, personalized guidance as their lives and relationships evolve. Prior to joining Fidelity, Peter worked as a Financial Advisor at JP Morgan Chase from 2009 to 2011 and at Edward Jones from 2007 to 2009. He holds a California Insurance License. Outside of his professional work, Peter has personal interests in golf, parenthood, and reading.

David Maxwell is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Based in Riverside, CA, Maxwell has spent the majority of his career within the Wells Fargo organization. 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 offers both brokerage and advisory solutions supported by research and analytics from its investment institute.

Anthony Argy Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2015. Outside of his advisory role, he operates an e-commerce business selling trading cards. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities.

Ethan Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services, The Retirement Group, and several other organizations. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives.

Madhu Mali is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. She has held various positions within the financial services industry, including Benefits and Planning Consultant and Investment Solutions Representative at Fidelity Investments, Investment Representative at J P Morgan Securities LLC, Senior Financial Sales Advisor at BBVA Securities Inc., and Financial Executive at Trilogy Financial Services. Her professional experience spans areas such as financial planning, investment solutions, and benefits consulting. Madhu holds a California Insurance License and communicates proficiently in Gujarati, Hindi, and Marathi. Outside of her professional work, Madhu has interests in art, beach activities, hiking, painting, and volunteering.

Tyler Brashears is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Mariner Independent Advisor Network, Providence Wealth Planning, LPL Financial, Comerica Bank, and Wells Fargo. Brashears also provides investment advisory services through Mariner Independent Advisor Network, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to create client portfolios.

Vanessa Navarro is a Financial Consultant at Fidelity Investments, where she has been working since 2023. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Vanessa's professional experience also includes positions as Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, Financial Representative at AXA Advisors, LLC in 2018, and Equity Research Analyst at ROTH Capital Partners from 2016 to 2017. Vanessa holds a California Insurance License, which supports her role in providing financial advice. She is committed to helping clients develop strategies tailored to their financial goals and family needs. Outside of her professional work, Vanessa enjoys activities such as fitness, visiting museums, music, outdoor adventures, traveling, and volunteering.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Judith Moffitt is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Tony Lan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, and T3 Trading Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Esteban Munoz is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services Inc for nine years prior to joining OSAIC. Munoz is also involved in portfolio management and insurance services through his sole proprietorship, M&A Investment Services, where he serves as president and vice president. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of financial advisers. The firm offers a range of advisory and brokerage services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Cameron Valadez is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2021. His prior work includes roles at Waddell & Reed, Inc., and various insurance carriers through W&R Insurance Agencies. In addition to his advisory work, he is involved in tax preparation and accounting as an enrolled agent and has co-authored a small marketing book, as well as engaging in public speaking. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial services.

Jeffrey Ng is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on assisting clients with financial literacy and providing education to help them confidently manage their financial lives, including growing, protecting, and transitioning their wealth. Prior to his current position, Jeffrey worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Financial Consultant at Axa Equitable Advisors from 2017 to 2020. He also gained experience as an Investment Analyst Intern at Wellspring Consulting LLC in 2016. Jeffrey holds a California Insurance License, which supports his professional qualifications in the financial services industry.

Justin Arce is a financial advisor with LPL Financial based in Rancho Cucamonga, CA, holding Series 63 and Series 65 designations and having 16 years of industry experience. He previously worked at Royal Alliance and Foresters Financial Service. Arce is involved with Epiphany Wealth Planning LLC, a business entity focused on tax and investment matters. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives who utilize a range of discretionary and non-discretionary investment strategies.

Juan Vargas is a financial advisor with OSAIC in Riverside, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Securities America Advisors and Woodbury Financial Services. Outside of his advisory role, Vargas is involved in insurance sales and serves as president of Cognitio Capital, an insurance agency specializing in fixed life insurance and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct and manage portfolios.

Alan Kanitz is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at Herman Weissker, Coburn Equipment Rentals, PFS Investments Inc., and Primerica Financial Services. He is also involved in part-time sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with an operational focus on tiered wrap fees and ongoing manager due diligence.

Andrew Norman is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior roles include positions at AssetBridge Capital Management, Team Financial Partners, and various non-financial employers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Grant is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Andrea Watkins is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. Her prior work includes roles at Weber Wealth Advisors and Casey Corum, as well as a six-year period at Beautycounter. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analyses to construct diversified portfolios and supports multiple advisory platforms and transitions.

Jescelyn Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and is also currently employed with Bank of America, N.A. Outside of her advisory role, she assists her mother’s janitorial business by managing invoicing and payments due to language barriers. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.