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.

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he has served as a football official with Southern California Collegiate Football Officials for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting, delivered through a combination of quantitative modeling and centralized due diligence.

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.

Megan Shoemake is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMORGAN Chase Bank, N.A. since 2008. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

James Barney is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at TD Ameritrade and has a background that includes five years in the restaurant and brewing industry. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment solutions, supported by centralized custody and operational infrastructure.

Robert Brood is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. He also has a longstanding role at Brood and Seibert CPA's, where he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of investment strategies supported by operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Darren Canada is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at Raymond James Financial since 1999 and owns TC Financial LLC, a support company related to his advisory activities. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting.

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.

Steven Amacher is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company for one year, and was employed by IBEW Local 47 for 15 years. 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.

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.

Robert Seibert is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has worked at Cetera and its affiliates for over two decades and is also involved in CPA firms and family investment businesses in Hemet, CA. Additionally, he serves in fiduciary roles for multiple charitable remainder unitrusts. 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 broad range of financial planning, portfolio management, and institutional advisory services, utilizing a mix of proprietary research, third-party subadvisors, and various investment strategies.

Elizabeth Mc Sparran is a financial advisor with Edward Jones in Murrieta, CA, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in the automotive collision repair industry for over two decades and had a period of retirement from 2018 to 2022. She is also associated with COMPASS ROYAL MANAGEMENT LLC, an oil drilling company based in Addison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Dana Baik is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Jackson National Life Distributors LLC and Westgate Wealth Strategies. Outside of his advisory work, Baik serves as CFO and member of New England Eco Wash, LLC, a company involved in industrial cleaning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees over $256 billion in assets under management.

Victor Collins is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Edward Jones from 2003 to 2017 before joining Raymond James in 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside specialized municipal and public-finance services.

Ron Benoit Jr. is a financial advisor at Stifel with 18 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2019, following ten years at Merrill and one year at Banc Of America Investment Services, Inc. Benoit holds the Series 66 designation. Stifel serves a wide range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Antoni Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 36 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Beverly Hills Wealth Management, and Morgan Stanley. He is also involved with Genesis Advisors Group LLC in a non-investment capacity. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Felix Torres is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., JP Morgan Securities, LLC, and Wells Fargo Clearing Services LLC. J.P. Morgan Securities 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.

Marcelino Talavera is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and J.P. Morgan Securities. Prior to his financial services career, he spent nine years at Pala Casino Spa Resort. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a select group of Wealth Advisors while clients retain decision-making authority.