Rohaib Hamid is a Financial Consultant currently working at Fidelity Investments since 2019. He has previously served as a Financial Advisor at Morgan Stanley from 2013 to 2019. Rohaib focuses on providing client-centric service and emphasizes goals-based financial planning. He holds a California Insurance License, supporting his ability to offer comprehensive financial advice. Rohaib draws on his personal experience as a family person to partner with clients in creating personalized financial roadmaps aligned with their aspirations and family security. Outside of his professional work, Rohaib has interests in board games, cars, comedy, music, and pets.

Annette Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for the past ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rolando Bautista is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab and TD Ameritrade. Bautista is based in San Jacinto, CA. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Merrill Lynch/Bank of America Corporation and Northwestern Mutual. Outside of his financial career, Herrera coaches soccer for the Inland United Soccer Club in Moreno Valley, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michele Wintersteen is a financial advisor with LPL Financial, holding a Series 66 license and over 26 years of industry experience. Her career includes roles at LPL Financial, TD Ameritrade, MacElhenney Management, Inc., and Brookstreet Securities Corporation. She is associated with Stand Financial, an entity related to her activities within LPL Financial. 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, third-party asset management, and institutional platforms.

Jeremy Taylor is a financial advisor with Ameriprise in Murrieta, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lahnna Morton is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and its affiliates since 2007. Outside of her advisory work, she is an owner and partner of Above Level Equine Ventures, a horse breeding business based in Escondido, California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary services delivered by a select group of Wealth Advisors.

Mikey Rivas Chacon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Wells Fargo. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

John Bunge is a Series 66-licensed financial advisor with 12 years of experience at Thrivent Investment Management. He is based in Beaumont, CA, and has served at Thrivent Financial since 2014. Outside of his advisory role, he is active in several community and faith-based organizations, including serving on the advisory board for Habitat for Humanity Inland Valley and as a part-time interim pastor at Faith Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping these services distinct.

Richard Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers is the sole proprietor of Connect The Dot Coaching, offering leadership and life coaching through virtual and in-person sessions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Christopher Vargas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at various J.P. Morgan entities since 2010, including JPMorgan Securities LLC and JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory capabilities with brokerage and investment management services.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Heritage Family Investments. Pierson is also a business owner at Brood, Seibert & Lovcik, CPAs, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Hope Witteman is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. She has worked at multiple Cetera entities since 2025 and previously spent over a decade at CUSO Financial Services. Outside of her advisory role, Witteman serves as a co-power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual and institutional investors. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Michael Passero is a financial advisor at Edward Jones with 7 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was employed by Verizon Wireless for nine years. 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, operating under a fiduciary standard.

Matthew Stroder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Thrivent Financial, and Qc Manufacturing, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cristian Barrera is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason French is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMORGAN Chase Bank, N.A. since 2018, alongside his tenure at J.P. Morgan Securities beginning in 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while managing conflicts through established policies.

Michael Tamayo is a Series 66–licensed financial advisor with Edward Jones in Menifee, CA, and has 10 years of industry experience. Prior to joining Edward Jones, he worked for Wells Fargo Clearing Services LLC from 2015 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Xavier Zamora is a financial advisor with Thrivent Investment Management in Moreno Valley, CA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial and Cetera. Outside of advisory work, he is involved with Blackstone Consulting Inc., a non-investment-related business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michelle Jersey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at UBS Financial Services for 15 years. Outside of her advisory role, she is involved with She Scales, a consulting business that helps clients use social media to promote their online businesses, and participates in an online lead-generation system supporting her husband's health coaching business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.