Jonathan Huerta 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2018. His prior experience includes roles at Lyft and Foresters Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers expanded derivatives and commodities capabilities.

Pedro Arellano Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Wescom Financial Services, CUSO Financial Services, JP Morgan Securities LLC, and Penske Automotive Group. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Hutchason is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 29 years of experience in financial services. He specializes in helping plan sponsors design effective retirement plans and establish sound financial strategies. Mark's expertise encompasses business retirement and employee benefits plans, personal retirement planning, divorce transition planning, managing new wealth, and employee financial health. He works closely with both plan stewards and participants to achieve objective-based outcomes and also manages personal wealth portfolios for business owners, individuals, retirees, and families. Mark holds a bachelor's degree in public accounting from Cal State San Bernardino and has a background as a Controller and Administrator of a 501(c)(3) non-profit organization. He has earned the Chartered Retirement Planning Counselor™, Chartered Retirement Plans Specialist™, and Certified Plan Fiduciary Advisor® designations, reflecting his commitment to continuous education in a dynamic regulatory and market environment. Residing in Apple Valley, California with his wife, Shelly, Mark enjoys golfing, hiking, cooking, music, reading, and spending time with his family. He and his wife volunteer as Wish Granters for Make-A-Wish and are active in community service, aligning with Merrill's tradition of community involvement. Mark aims to be a trusted advisor who helps clients achieve financial dignity, defined as the ability to live comfortably, share time with loved ones, and maintain financial confidence.

Yvonne Flores is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in banking and wealth management, with expertise in helping clients organize their financial lives and advance meaningful goals for themselves, their families, and their businesses. Fluent in Spanish, Yvonne is skilled at connecting with multiple generations of families and first-generation investors. Yvonne holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. Her knowledge spans banking, insurance, wealth transfer, and investing, enabling her to assist clients in identifying opportunities and addressing financial gaps. She focuses on building long-term relationships through diligence, responsiveness, and attentive listening. Originally a first-generation American whose parents emigrated from Mexico, Yvonne values hard work and sacrifice. Outside of her professional responsibilities, she spends time with her family and parents and volunteers with Corazon de Vida, regularly traveling to an orphanage in Tijuana to deliver supplies and spend time with children.

Michael Bates is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Craig Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with 34 years of experience. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Craig emphasizes understanding clients' full financial situations and their priorities to develop personalized, flexible wealth management strategies. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Craig holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from California State Polytechnic University at Pomona. Alongside his professional focus, Craig participates in community volunteering consistent with Merrill’s tradition. He resides in Chino Hills, where he has lived for 34 years, and enjoys fishing, golfing, and spending time with his family. He has been married for 38 years and has two daughters, a granddaughter, and a grandson.

Matthew Bates is a financial advisor at UBS Financial Services in Riverside, CA, with five years of industry experience. He has worked at UBS since 2019 and previously was employed at Stater Bros. Markets from 2015 to 2019. Bates holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 advice to clients’ goals and risk tolerances.

Rigo Fernandez is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade (2019-2020), Financial Solutions Advisor at Merrill Lynch (2013-2017), and Financial Advisor at Wescom Credit Union (2003-2013). Earlier in his career, he also worked as a Business Account Manager at Verizon from 2017 to 2019. Fernandez specializes in working closely with clients to understand their financial goals and overall financial situation. He collaborates with clients to create tailored financial plans, analyzing their current status and identifying opportunities to better position their plans towards achieving these goals. He holds a California Insurance License. Outside of his professional work, Fernandez has interests in baseball, parenthood, and traveling.

Quang Minh Alex Ta is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Suong Dat Pty Ltd., Ginza Teppanyaki, Sacombank, VPS Securities JSC, the University of Melbourne, and the Vietnam Australia International School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Cranfill is a financial advisor with Stifel in Redlands, CA, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Financial since 2016. Cranfill serves on the boards of several local organizations, including Redlands Sunrise Rotary, Redlands Chamber of Commerce, and Redlands Community Foundation. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Scott Robson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for clients and their families. He focuses on areas including retirement planning, education funding, family wealth management, philanthropic planning, and tax minimization. Scott applies his expertise to help clients pursue their long-term financial goals with strategies tailored to their unique circumstances. Scott earned his bachelor's degree in Finance from California State University San Bernardino and has been working in financial services since 2000. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). His background in finance, banking, and real estate informs his comprehensive approach to financial independence and lifestyle planning. Outside of his professional role, Scott and his wife Jennifer have been married for 25 years and have two daughters. He enjoys hiking, fishing, traveling, and watching his daughters play soccer. Scott supports community organizations such as City of Hope, Feed the Children, and Mutts with a Mission, reflecting his engagement with local causes.

Christopher Gendreau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale 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 selective separately managed account options under a wrap-fee structure.

Michelle Rodgers is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Sung Won Suh is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Outside of his financial career, he has been involved with Pet and Tree for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jose Gonzalez Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Merrill and Banc of America Investment Services. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Roston Willis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and LeasePlan USA for two years. In addition to his advisory role, Willis teaches finance at California Baptist University. 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, utilizing various model portfolios and strategies supported by research and technology.

Robert Sales is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at Fidelity Investments and the Office of Financial Aid & Scholarships at California State University, San Bernardino. Outside of his advisory work, he has been involved with VITA CSUSB, a volunteer income tax assistance program. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Sara Moreno is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2011. 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. The firm’s advisory process incorporates centralized due diligence and forward-looking capital market assumptions to develop model asset allocations.

Kevin Tetley is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2017 and previously spent a year at The Home Depot. Tetley is the owner of Tetley Wealth Group, a support company outside of his advisory role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique municipal and public finance capabilities alongside specialized advisory programs.

Rudy De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging insights from Merrill and the banking and lending solutions of Bank of America. Rudy focuses on understanding each client’s complete financial picture to create flexible approaches that respond to evolving market conditions. Rudy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Universidad del Sagrado Corazon. He also actively participates in community service, dedicating time to volunteer work in support of local organizations.