Imran Lakhany is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at UnionBanc Investment Services, Edward Jones, and a publishing company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Tomas Rodriguez is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides 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 and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Ashley Callow is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to her current roles, she was employed at Mission Lakes Country Club, McDonald's, and the Agua Caliente Band of Cahuilla Indians. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daniele Bonafede is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers customized retirement planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Steven Leach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Cetera and its affiliated entities since 2014 and has experience in insurance and 401(k) plan services dating back to 2008. Outside of his advisory role, he is a grief recovery specialist, providing individualized peer-to-peer support for those coping with loss. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Deborah Mc Clure is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mobin Mohsini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Alexandra Sayvong is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding a Series 66 designation and six years of industry experience. Her professional background includes various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 in its recommendations.

Nozomi Laughy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining J.P. Morgan in 2024, she worked at UBS Financial Services for nine 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.

Syed Zaidi is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, loanDepot, and Bank of America. He is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Vanessa Grillo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Radial Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Holly Hamana is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. 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 investment recommendations.

Lee Skillman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2015 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Murphy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been involved with Dunham Trust Co. since 2017, where he refers clients interested in establishing trusts. Outside of his advisory work, Murphy serves as treasurer on the board of directors for The Hemet Jeep Club, a social club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various investment strategies and third-party managers.

Marina Mclaughlin is a financial advisor with Edward Jones in Hemet, CA, holding a Series 63 designation and nine years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is involved in property maintenance for rental properties in Murrieta, CA. 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 under management through a large network of advisors and branches, offering a range of investment strategies and affiliated products under a fiduciary standard.

Maegan Young is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America for eleven years. 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 affiliated brokerage and investment management capabilities.

Emiliano De Riquer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at several firms including AllianceBernstein, Prudential Financial, and Bank of America Merrill Lynch. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Shawn Upton is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Noemi Biddick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2008. Outside of her financial career, she is an owner and partner of Co-Moonity Healiing, a wellness and meditation business. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis to clients.

Elizabeth Good is a financial advisor with Fidelity Investments based in Winchester, CA, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Fidelity, she spent seven years at The Vanguard Group, Inc. There are no additional noteworthy outside activities reported. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment vehicles.