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.

Steven Antinucci is a financial advisor with LPL Financial in Yucaipa, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Merrill and Wells Fargo Investments. Antinucci is also a California-commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, employing various investment strategies supported by proprietary research and technology tools.

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.

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.

Rafael Castro is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 to inform 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.

Joshua Lindsey is a CFP® professional with 17 years of experience in the financial industry. He has been with Money Strategies, Inc. since 2020 and previously worked at Lindsey Financial Group and Lindsey Financial, Inc. Mr. Lindsey operates as the sole advisor at his firm. Money Strategies, Inc. is a small advisory firm focused on financial planning services rather than portfolio management or asset-based billing. The firm provides advice on an occasional or project basis and operates with a solo practitioner model.