Dean Dean Sanderson is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Outside of his advisory role, he serves as president of The Life Builders, Inc., a family corporation, and provides in-home care for his son. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Laura Ayon is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank NA. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a business selling jewelry and hair accessories. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Juan Medina Luna is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Wells Fargo and Centaurus Financial. Medina Luna is also involved in entrepreneurial ventures such as Asegure Su Legado, a consulting services firm. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent investment advisors.

Scott Carlin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. He has worked at PlanMember since 2018 and previously spent 24 years with Legend Equities Corporation, among other roles. Carlin also owns and operates Carlin Insurance Agency, a business focused on insurance sales and services. PlanMember provides retirement-plan advisory services to employers and participants, serving as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Kayla Fox is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and two years of industry experience. She has worked at PFS Investments Inc. since 2023 and has been associated with Primerica Financial Services since 2022. In addition to her financial services career, she has ten years of experience with Coldwell Banker ABR. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based portfolio strategies developed by unaffiliated asset managers.

Daniel Oropeza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Amanda Smithberg Urban is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Mike Mc Coy is a financial advisor with Ameriprise who holds a Series 63 designation and has 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arturo Centeno is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is also a rental property owner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis and combines large institutional advisory operations with additional market-facing registrations and functions.

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.

Travis Bartsch is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Osaic in 2024. Outside of his advisory role, he operates a fixed insurance agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools like asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

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.

Arlette Oberg is a financial advisor with Ameriprise in San Jacinto, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Aaron Handfield is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and has worked concurrently at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ashley Klein is a financial advisor with Ameriprise in Riverside, CA, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Robert Brood is a CFP® 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. Outside of his advisory role, he is a principal at Brood and Seibert CPA's, a tax preparation and accounting firm he has been involved with since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, utilizing both discretionary and non-discretionary management approaches.

Jorge Lopez Rivera is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Opendoor Labs Inc., Co-Op Financial Services, and PCV Murcor. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, with implementation support and customization options.

Justin Martinez is a financial advisor with Osaic who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. Outside of advising, he operates a sole proprietorship focused on retail sales of t-shirts, music, and artist merchandise. Osaic Wealth, Inc. serves a range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm utilizes asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.