Jodi Lewis is a financial advisor with Raymond James & Associates in Moreno Valley, CA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, advisory, and consulting services with a focus on tailored, non-discretionary planning and access to multiple portfolio management styles.

Stephen Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves Schools First Federal Credit Union and Cuna Brokerage Services, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with various model portfolios and third-party research.

Neal Waner is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes 14 years at National Planning Corporation and 26 years at Stout & Waner. He serves as Chair of the San Bernardino County Employees' Retirement Association Board and is running for public office on the San Bernardino County School Board in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, retirement plans, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Carly Lambeth is a financial advisor with LPL Financial, holding a Series 66 designation. She has been in the industry since 2025 and has prior experience working at Thrivent Financial and Retirement Wealth Group Inc. Before entering the financial sector, she spent two years involved with Ponte Winery and Family Estates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment strategies.

Sam Yue is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2006. Outside his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating with a tiered wrap-fee structure and maintaining discretion over model selection and management.

Edgar Gonzalez is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. His prior experience includes roles at Maupin Financial Advisors and XPO Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

John Vail is an advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Primerica Advisors since 2022 and previously served for 20 years with the Colton Fire Department. Outside of his advisory role, he owns Pop's Leather Works LLC, a custom leather goods manufacturing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Ryan Holloway is a financial advisor at Edward Jones in Redlands, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Merrill Lynch and Bank of America. 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 with a large nationwide network of advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Yajaira Litwinski is a financial advisor at Stifel with one year of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, she owns and operates Lady Lit Art, a business focused on producing and selling art both online and in person. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jonathan Benvenisti is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brandon Estrada is a CFP® and ChFC® affiliated with J.P. Morgan Securities, with 14 years of industry experience. He has worked at various divisions of JPMorgan Chase since 2011, including J.P. Morgan Securities and JPMorgan Chase Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rolando Bautista is a financial advisor with Charles Schwab in San Jacinto, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab and Charles Schwab & Co., where he has been since 2022 and 2023 respectively. 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 solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Merrill Lynch/Bank of America Corporation and Northwestern Mutual. Outside of his financial career, Herrera coaches soccer for the Inland United Soccer Club in Moreno Valley, CA. J.P. Morgan Securities LLC 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.

Frederick Woolley is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial. His career includes previous roles at Western International Securities, Inc., Financial West Group, and Manufacturers Life Insurance Company. Woolley also maintains a non-variable insurance agent role alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Sean Lugo is a financial advisor with Edward Jones in Redlands, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Maupin is a financial advisor with LPL Financial in Redlands, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 2009 and has worked at Associated Securities Corp. since 1984. Outside of his advisory role, he operates Maupin Financial Services as a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Mikhail Mikhail is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and five years of industry experience. His career includes roles at New York Life Insurance Co and Nationwide Life Insurance, among others. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of collaborative, annual planning engagements.

Truman Day is a financial advisor with Stifel, holding a Series 63 designation and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Day serves as a board member and fundraising committee participant for the Inland Empire Lighthouse for the Blind. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Heinze is a CFP® professional with 31 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2009. He serves as Chair of the Finance Committee for the Family Service Association of Redlands and holds board roles with the Myron Ratcliffe Family Foundation as Vice President and Kimberly Shirk Events, Inc. as President. Heinze also serves as President of the Copper Hill Home Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decisions.

Luis Villa Rojas is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of financial advising, he is involved with Professional Auto Transport. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.