Randall Hord is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at UBS Financial Services from 1997 to 2003. Hord serves as a board member of Riverside Community Hospital and is a partner in several local business ventures, including ownership of an office building. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both individual and institutional needs through advanced modeling tools and specialized programs.

Stephanie Rauda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Bank of America, and Primerica Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Cory Justus is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 12 years at Azusa Pacific University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Albert Cline is a financial advisor at Osaic with 49 years of industry experience. He holds the Series 63 designation and has worked at firms including Woodbury Financial Services and AIG Financial Advisors. Outside of advising, he is president and owner of Van Cline & Associates Insurance Services, which focuses on fixed life insurance and annuity sales, and serves as a grantor for The Cochocton Foundation, a college scholarship trust in memory of his late father. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform with a model-based investment approach that incorporates asset allocation and portfolio optimization.

Andrew Carlson is a financial advisor at Edward Jones in Rancho Cucamonga, CA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and was self-employed from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Charles Lewis is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2017 and is currently associated with Bank of America. Outside of his advisory role, he is listed as the owner of BRWNSKNGRL LLC, a specialty gifts business operated by Dana Lewis. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Priest is a financial advisor with LPL Financial in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at several firms including Benefit Funding Retirement Services, Royal Alliance Associates, and Cetera Wealth Services. Priest also provides financial planning and consulting through Benefit Funding Retirement Services, an independent registered investment advisory firm. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Diana Shoemaker is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following a 17-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services without providing individual security recommendations as part of its standalone planning programs.

William Rodgers is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His career includes extensive tenure with Avantax Advisory Services and its affiliated firms, as well as operating the William Rodgers Company, which provides tax preparation and accounting services. He also serves as successor trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing assets exceeding $256 billion.

Alyson Stark is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Pearson and NEXT Trucking, and she briefly operated Stark Wealth Management. 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 a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Henry Artiga is a financial advisor with Edward Jones in Rancho Cucamonga, California, holding Series 63 and Series 66 licenses and 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he manages rental properties in the Los Angeles area. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Idabel Burgos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Chase Securities LLC and JPMC Bank NA since 2018, following two years at the State Farm Melissa Milender Agency. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Mohammed Eid is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at firms such as Citigroup, JP Morgan Securities LLC, and Merrill. He is currently based in Ontario, CA. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rain Qin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Rain worked at Bank of America from 2018 to 2022 and East West Bank from 2012 to 2018. 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.

Scott Morris is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Spencer Macdougall is a CFP® certificant with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at H & R Block and Avantax, among others. Outside of his advisory work, he is involved in tax preparation and bookkeeping through Leivas & Associates and H & R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a multi-manager platform with access to affiliated and unaffiliated portfolio managers, employing a variety of program structures and strategies.

Eugene Ocasio is a Senior Financial Advisor with Merrill Lynch Wealth Management. With 17 years of experience, he specializes in a range of client focus areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Eugene holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Eugene enjoys baseball, basketball, boxing, fishing, football, music, reading, traveling, and watching movies.

Dennis Egizi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. He is committed to helping clients build, manage, and preserve their wealth through personalized wealth management advice. Dennis focuses on understanding each client's unique situation to establish objectives and develop tailored strategies, with an emphasis on education planning, retirement income, portfolio management, and small business strategies. Dennis began his career as a financial advisor in 1998, spending nine years with Morgan Stanley & Co. before joining Merrill Lynch in 2007. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Dennis earned his bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Outside of his professional work, Dennis enjoys golfing, tennis, biking, camping trips with his family, and spending time with them. He lives with his wife, Danika, and their children, Dane, Daphne, and Darla, in Riverside, California.

John Campbell III is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Securities America Advisors, Lone Eagle Wealth Services, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Pomona Valley Hospital Medical Center Foundation, participating in the investment policy oversight for the endowment. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and strategies.

Gustavo Estrada is a financial advisor with Fidelity, holding a Series 66 designation and 26 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Fidelity in 2022. 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 role in managing multiple registered investment companies and developing model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.