Michael Mair is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase, Bank of America/Merrill Lynch, U.S. Bank, and the Office of the Comptroller of the Currency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Carlos Benites is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in long-term, consultative, and goals-based wealth management strategies. He provides integrated and customized services to a select group of high net worth families and business owners, including discretionary portfolio management, stock-option analysis, retirement planning, concentrated equity position strategies, life insurance analysis, and wealth preservation and transfer strategies. Carlos serves both domestic and international clients, helping them navigate complex financial needs with tailored solutions. Carlos holds a Bachelor of Science degree in Mechanical Engineering with a concentration in Nuclear Engineering from the United States Naval Academy, where he graduated with honors and played soccer. He also earned an MBA from American University’s Kogod School of Business, graduating as a member of Beta Gamma Sigma. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carlos is fluent in English, Spanish, and French. Outside of his professional work, Carlos is an avid sports enthusiast who enjoys coaching and resides in Boca Raton with his wife and four children. He participates in community activities through Habitat for Humanity and the Naval Academy Alumni Foundation. His client focus areas include corporate executive services, education planning, family wealth management strategies, services for endowments, foundations, non-profits, investment consulting for defined contribution plans, employee financial health, managing new wealth, and personal retirement planning.

Christopher Hart is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 12 years of industry experience. His prior work includes roles at Thrivent Financial and Thrivent Investment Management. He serves as a board member of The Baptist Foundation of California, participating in decisions on church financing and financial policies for the Southern Baptist Convention. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to guide clients, supporting municipal and public-finance work through unique affiliations and specialized advisory programs.

Rohaib Hamid is a Financial Consultant currently working at Fidelity Investments since 2019. He has previously served as a Financial Advisor at Morgan Stanley from 2013 to 2019. Rohaib focuses on providing client-centric service and emphasizes goals-based financial planning. He holds a California Insurance License, supporting his ability to offer comprehensive financial advice. Rohaib draws on his personal experience as a family person to partner with clients in creating personalized financial roadmaps aligned with their aspirations and family security. Outside of his professional work, Rohaib has interests in board games, cars, comedy, music, and pets.

Travis Wiltgen is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has held previous roles at CUNA Mutual Group, Cuna Brokerage Services Inc., Retirement Income Strategies, Cottingham & Butler, and LifePro Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide network of advisors. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial offerings.

Jennifer Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. She has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and scenario modeling to support client decision-making.

Annette Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016, with prior experience at Wells Fargo Clearing and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes an ESG eligibility framework.

Rolando Bautista is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab and TD Ameritrade. Bautista is based in San Jacinto, CA. Charles Schwab & Co., Inc. serves 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Scott Chon is a ChFC®-designated financial advisor with 39 years of industry experience. He is currently with Osaic Wealth, having joined in 2024 after 26 years at Securities America and its affiliate firms. In addition to his advisory work, Chon serves as CEO of News Financial & Insurance Services, an independent insurance agency based in Murrieta, CA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Michael Beiter is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services Inc. for nearly two decades before joining LPL Financial in 2024. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also providing extensive non-advisory financial products and services.

James Weems is a financial advisor at Edward Jones in Temecula, CA, with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His previous work experience includes roles at The Home Depot, Webster University, and Parker Hannifin. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Michele Wintersteen is a financial advisor with LPL Financial, holding a Series 66 license and over 26 years of industry experience. Her career includes roles at LPL Financial, TD Ameritrade, MacElhenney Management, Inc., and Brookstreet Securities Corporation. She is associated with Stand Financial, an entity related to her activities within LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Jennifer Jackson Horn is a Series 66 licensed financial advisor with Edward Jones in Murrieta, California, and has 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns an equestrian accessories business called Savvy Show Mom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory strategies and affiliated investment options, supported by a nationwide network of more than 23,700 financial advisors.

Larry Price is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 designation and has worked at LPL since 2012, following prior roles at CUSO Financial Services and Citicorp Investment Services. 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 proprietary and third-party investment strategies and technology tools.

Gary Allen is a financial advisor with Stifel in Murrieta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of advising, he is the owner of Hawk Properties LLC. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Amber Nishida is a financial advisor at Edward Jones in Canyon Lake, CA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Casey Weaver is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His work background includes roles at Qualcomm, Inc. and Tesla Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies developed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jeremy Taylor is a financial advisor with Ameriprise in Murrieta, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lahnna Morton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities and its affiliates since 2007. Outside of her advisory role, she is involved in horse breeding through a family venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Mikey Rivas Chacon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Wells Fargo. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.