Jarred Okane is a financial advisor with J.P. Morgan Securities in Bakersfield, CA, holding Series 63 and Series 66 registrations and nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016 and previously worked at Max Muscle from 2009 to 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. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Calista Tanuwijaya is a financial advisor with Ameriprise in Bakersfield, CA, holding a Series 66 designation and two years of industry experience. Her background includes work at the Internal Revenue Service, the Kern County District Attorney Office, and academic roles at the University of California, Irvine and its School of Law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Nicholas Amstutz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, wealth management strategies, and family legacy planning. He is part of a multi-generational team and focuses on helping clients pursue personal goals such as funding education, planning for retirement lifestyle and healthcare costs, and developing personalized long-term family plans. Nicholas began his career after graduating from Syracuse University with a bachelor's degree in Political Science. He worked for four years in the United States House of Representatives in Washington DC before returning to Bakersfield, California. In 2007, he started his career at Merrill Lynch and joined the Amstutz McNaughton Group following completion of the PMD training program. He earned the Certified Private Wealth Advisor® designation in 2015 and also holds the Personal Investment Advisor (PIA) designation. He is married with two children and enjoys golfing, skiing, and spending time with his family. Nicholas is involved with the organization Goodwill.

Elizabeth Varela is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previous experience at Miramar International Real Estate, Century 21 Jordan Link & Co, Arreola Insurance Agency - Allstate, and Foresters Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Frank Lee is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at SCF Securities, Northwestern Mutual, and other firms. Outside of advising, he co-hosts the Moneywise Podcast, focusing on investment topics. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets.

Crystal Zazueta is a financial advisor with Edward Jones in Bakersfield, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Edward Jones since 2020, previously serving at LPL Financial from 2015 to 2019 and Kern Schools Federal Credit Union from 2007 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, and operates under a fiduciary standard.

Spencer Gumm is a financial advisor at Edward Jones in Bakersfield, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Epic Property Services and several service and construction companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a nationwide network of financial advisors and branch offices.

Laura Hacker is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked with Avantax Investment Services, 1st Global Capital Corp, and has operated SBC Financial Services, a financial services firm she owns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and employs a multi-manager platform featuring various program structures and investment options.

Debra Charpentier is a financial advisor with OSAIC in Bakersfield, CA, holding a Series 66 designation and 37 years of industry experience. She spent 37 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of her advisory work, she serves as a trustee and power of attorney for a family member and has experience offering disability insurance, fixed annuities, and fixed life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on using asset-allocation tools, risk assessments, and automated portfolio rebalancing across various investment vehicles.

Donna Wegmann is a financial advisor with Merrill in Bakersfield, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill since 2009. 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, and institutional investors.

Craig Maytubby is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at CUSO Financial Services, LP, Strata Credit Union, and Invest Financial Corp. Craig is involved with Strata Credit Union, where he has worked for over a decade. 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 financial planning and investment management services through a large network of advisors, employing a variety of strategies including model portfolios and third-party subadvisors.

Glenn Allen is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Glenn serves as a board member for the Kern County Probation Auxiliary, an organization involved in managing and distributing donations. 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, supported by a nationwide network of financial advisors and branch offices.

Dustin Weaver is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial in Bakersfield, CA. His career includes roles at SCF Securities, Bolthouse Investment Management Services, Barnes Wealth Management Group, and Ameriprise Financial Services, among others. Weaver hosts the Moneywise podcast, which focuses on investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Blake Goehring is a Senior Resident Director and Wealth Management Advisor based in Central California. In this role, he provides clients and their families with tailored wealth management strategies that adapt to changing market conditions and individual needs. Blake offers access to investment insights from Merrill and banking services from Bank of America, focusing on a comprehensive approach that begins with understanding clients' financial situations and goals. His expertise covers a range of client focus areas including Divorce Transition Planning, Education Planning, Employee Benefits Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Retirement Planning, Portfolio Management, and Small Business Strategies. Blake holds several professional designations such as Certified 401(k) Professional, Certified Financial Planner, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned a Bachelor's Degree from the University of Southern California. Blake is involved in community organizations including the National Multiple Sclerosis Society and Rotary International. He dedicates time to volunteering and is committed to participating in the communities he serves. His personal interests include adventure sports, biking, cooking, music, running, spending time with his family, tennis, and traveling.

Peter Wollesen is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wollesen serves as an advisory councilmember for the City of Bakersfield Tree Advisory Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kris Pelster is a financial advisor with LPL Financial in Bakersfield, CA, holding a Series 66 designation and over 20 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years with SCF Investment Advisors, Inc. and SCF Securities, Inc. Pelster also hosts the Moneywise Radio Show & Podcast, which he has been involved with since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various investment strategies, from model portfolios to customized approaches, supported by technology tools and a large network of over 22,800 advisors.

Justin Lee is a financial advisor with Morgan Stanley in Bakersfield, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Merrill, and AXA Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary models to support its planning process, offering services generally in an advisory capacity.

Jason Jensen is a financial advisor with J.P. Morgan Securities in Bakersfield, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is a rental property owner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Briana Dewing is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2019. Prior to joining Schwab, she had roles at Spectrum Reach. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational structure.

Lance Mackall is a financial advisor with Ameriprise in Bakersfield, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Wells Fargo Advisors before joining Ameriprise in 2019. Mackall is a managing partner of two non-investment-related business entities. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary, point-in-time recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.