Sun Dinh is a financial advisor with PNC Wealth Management in Murrieta, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, CUSO Financial Services, Merrill, and Wescom Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithmic risk assessments and mutual fund and ETF investments with annual rebalancing.

Rhonda Maxwell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. Her career includes roles at LPL Financial LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She operates within Stratos Wealth Partners as an independent investment adviser representative. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven, open-architecture approach providing discretionary and non-discretionary portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with over 21 years of experience in the financial services industry. She is currently with Empower Advisory Group and has previously worked at firms including Charles Schwab, Fidelity, and Valic Financial Advisors. Outside of financial advising, she is a mineral rights owner and may receive royalty payments from inherited oil and gas interests. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio outcomes and savings rates, delivered through a platform tied to Empower’s recordkeeping and administrative systems.

Melissa Diaz is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Bank of America. Outside of her advisory role, she owns Cali Bev Co., a mobile bartending service that caters private events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates closely with affiliated Empower platforms for recordkeeping and execution.

John Brown is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has previously worked at firms including Raymond James & Associates, Hartford Funds, and Invesco Advisers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and serves a large client base primarily with non-discretionary assets.

Anthony Valdez is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, Mr. Market Brewing Co, LPL Financial, LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the framework of Empower’s recordkeeping and administrative platforms.

Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at GWFS Equities, PNC Bank, and BBVA affiliates. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Yazmin Valdez is a financial advisor with Empower Advisory Group in Murrieta, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as six years at Briseno Tire & Towing before entering financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Steven Lebaron is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has served as an officer and director of LeBaron Financial Group, Inc. since 2005, offering a range of financial services including insurance, estate planning, and tax planning. He also provides estate planning services as an independent contractor with Anchor Legal, PC. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional clients. The firm utilizes a combination of firm- and third-party investment models and provides financial planning and portfolio management through multiple platforms, integrating both passive and active strategies across various risk profiles.

Mark Fitzpatrick is a financial advisor with Empower Advisory Group in Murrieta, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes eight years at Icma Rc before joining Empower Retirement in 2024. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kayla Fox is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services during her career, alongside a decade at Coldwell Banker ABR. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,698 financial advisors and $15.5 billion in assets under management, offering model-driven investment strategies and custody services through third-party providers.

Daniel Oropeza is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Allen Montemagno is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, and various insurance carriers prior to joining LPL Financial in 2021. 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 portfolios, third-party asset management, and institutional platforms.

Precious Bois is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving ultra-high-net-worth clients in the Los Angeles area. In this role, Precious focuses on delivering service tailored to clients' evolving financial needs and connecting them with specialists across a broad range of financial topics to support comprehensive wealth planning. Precious has extensive experience in wealth management, having held various positions at Fidelity Investments since 2016, including Private Wealth Management Senior Relationship Manager, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Precious worked at Vanguard from 2010 to 2016 in roles ranging from Client Relationship Associate to Financial Advisor. Precious holds a California Insurance License. Outside of work, Precious enjoys family activities, exploring food, spending time with pets, reading, and attending theater performances.

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he has spent ten years officiating collegiate football games in Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and includes an ESG eligibility framework.

Ryan Mc Cray is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zaid Diaz is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of finance, he has work experience with In-N-Out Burger. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic methods and AI in its investment process.

Megan Shoemake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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 combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and an ESG eligibility framework.

James Barney is a financial advisor with Charles Schwab & Co., Inc. in Wildomar, CA, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at TD Ameritrade for three years and spent five years at BJ's Restaurant and Brew House. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.