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.

Travis Bartsch is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, American General Financial Advisors, and Valic Financial Advisors. Outside of his advisory work, he operates a fixed insurance agency. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization tools and supports a variety of managed account strategies.

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.

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.

Robert Brood is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. He also has a longstanding role at Brood and Seibert CPA's, where he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of investment strategies supported by operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jorge Lopez Rivera is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Opendoor Labs Inc., Co-Op Financial Services, and PCV Murcor. 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 individuals, high-net-worth clients, and institutional investors, with implementation support and customization options.

Justin Martinez is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, U.S. Bancorp Investments, and LPL Financial. Outside of finance, Martinez operates a sole proprietorship focused on retail sales of t-shirts, music, and artist merchandise. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting both discretionary and advisor-managed strategies.

Bryant Ruiz is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America, he worked at Polo Ralph Lauren from 2013 to 2017. Merrill, along 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 a range of individual and institutional clients.

Darren Canada is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at Raymond James Financial since 1999 and owns TC Financial LLC, a support company related to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting.

Daniel Andrade is a Series 66-licensed advisor with Merrill, based in Lake Elsinore, CA. He has one year of industry experience and has been with Merrill since 2011, also having worked at Bank of America, N.A. since 2025. 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 for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Amacher is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company for one year, and was employed by IBEW Local 47 for 15 years. 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.

Franklin Motte is a financial advisor with Primerica Advisors in Orange, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked with PFS Investments Inc. since 1991 and Primerica Financial Services since 1989. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Robert Seibert is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has worked at Cetera and its affiliates for over two decades and is also involved in CPA firms and family investment businesses in Hemet, CA. Additionally, he serves in fiduciary roles for multiple charitable remainder unitrusts. 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 broad range of financial planning, portfolio management, and institutional advisory services, utilizing a mix of proprietary research, third-party subadvisors, and various investment strategies.

Gerald Watson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked for National Planning Corporation for 10 years and has operated Watson Tax Service since 1993, where he is owner and tax preparer. He is also associated with EUFARE, Inc. since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive technology and a broad platform of financial products.

Antoni Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 36 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Beverly Hills Wealth Management, and Morgan Stanley. He is also involved with Genesis Advisors Group LLC in a non-investment capacity. 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 portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Jodi Lewis is a financial advisor with Raymond James & Associates in Moreno Valley, CA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, advisory, and consulting services with a focus on tailored, non-discretionary planning and access to multiple portfolio management styles.

Marcelino Talavera is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Bank of America and Merrill. Prior to entering financial services, he spent nine years at Pala Casino Spa Resort. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with centralized due diligence and incorporates ESG criteria within a non-discretionary investment framework.

Cheryl Stutler is a financial advisor with Edward Jones in Menifee, CA, holding a Series 66 designation and over 13 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.