Jarred Okane is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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 at LPL Financial in Bakersfield, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining LPL, he worked at SCF Securities, SCF Investment Advisors, and Northwestern Mutual. He is also a co-host of the Moneywise Podcast, an investment-related media activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers various advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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® credentialed financial advisor with 17 years of industry experience, currently practicing at LPL Financial. His career includes roles at Ameriprise Financial Services, Bolthouse Investment Management Services, and J.P. Morgan Securities. Weaver hosts the Moneywise podcast, a long-running show focused on investment topics. 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 supported by model portfolios, third-party asset managers, and institutional platforms.

Peter Wollesen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Morgan Stanley in various roles from 1999 to 2010. Outside of his advisory work, he serves as an advisory councilmember for the City of Bakersfield Tree Advisory Group. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions across a wide range of financial products.

Kris Pelster is a financial advisor with LPL Financial, holding a Series 66 designation and 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., and has worked at several other firms dating back to 2006. He also hosts the Moneywise Radio Show and Podcast. 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 financial planning and investment management services, utilizing various model portfolios and strategies supported by proprietary research and technology.

Justin Lee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 credential and has previously worked at RBC Capital Markets, Merrill, AXA-Advisors, and the University of California, Santa Barbara. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

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.

Monica Lucke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Wells Fargo since 2016 and previously with A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven portfolio management with brokerage and advisory solutions.