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.

Matthew Kersey is a financial advisor at AE Wealth Management, LLC, holding Series 65 and Series 63 licenses. He has been in the industry since 2023, with experience at several firms including Orange County's Credit Union and iTrustCapital. Outside of his advisory roles, he has managed a family business, The Kerseys, Inc., since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm uses a range of investment strategies implemented primarily through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

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.

Robert Britton is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials and has previously worked at HUB Investment Partners, TCG Advisors, and Wheelerfrost Wealth Managers. Outside of his advisory role, he is involved in the management of the Vine House Bed & Breakfast in Temecula, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support its multi-structured advisory programs.

Kalpnesh Patel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Prudential Insurance Company of America and New York Life Insurance Company. Patel is also involved with RH Benefits Insurance Services, Inc., where he acts as an agent for Medicare, life insurance, and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and a mix of investment vehicles.

Donna Mcclure is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 32 years of industry experience. She has been with PlanMember since 2006 and has also operated as a self-employed advisor since 1992. Additionally, Mcclure is involved in the sale of insurance products through McClure & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Britton Meland is a financial advisor with Transamerica Financial Advisors in Temecula, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has held positions at Celestar Corporation, Net Law, Bryant & Associates Certified Public Accountants, WealthWave, Lockhead Martin Corporation, and WFGIA. Outside of financial advising, he owns Meland Marine, LLC, a business involved in small boat handling, transportation, and maintenance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and both fee-based and commission-based products.

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.

Dennis Odin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with WealthWave since 2018, Transamerica Financial Advisors since 2012, and World Financial Group since 2007. Outside of advising, Odin is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for investment implementation.

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.

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.

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.

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.

Paul Schiller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. Schiller is based in Temecula, California. 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 and qualitative research and may incorporate an ESG eligibility framework.

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.

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.