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.

Richard Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers is the sole proprietor of Connect The Dot Coaching, offering leadership and life coaching through virtual and in-person sessions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jose Bohon is a CFP®-credentialed financial advisor with 38 years of industry experience. He currently works at Stifel and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Bohon serves on multiple committees and holds leadership positions with the Inland Empire Community Foundation, a nonprofit organization supporting Riverside and San Bernardino counties. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Federico Bejar is a Series 66-licensed financial advisor with Edward Jones in Murrieta, CA, where he has worked since 2019. He has six years of industry experience and previously spent eight years with CentralSquare Technologies. Outside of finance, he works as a musician for hire at local events and recording studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Camille Garcia is a CFP®-certified financial advisor with 18 years of industry experience, currently with Morgan Stanley since 2014. She holds a Series 66 license and is based in Murrieta, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Tanya Campbell is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 registrations with six years of industry experience. She has been with Primerica Advisors since 2020 and has over 22 years of affiliation with Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary portfolio management and wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera and Heritage Family Investments. Outside of advising, she is a business owner at Brood, Seibert & Lovcik, CPAs, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Alejandro Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several J.P. Morgan entities since 2014. Outside of his advisory role, he is involved with Orchidia Homes LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to deliver non-discretionary advisory services.

Hope Witteman is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. She has worked at multiple Cetera entities since 2025 and previously spent over a decade at CUSO Financial Services. Outside of her advisory role, Witteman serves as a co-power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual and institutional investors. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Michael Passero is a financial advisor at Edward Jones with 7 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was employed by Verizon Wireless for nine years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miguel Alcala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 2011. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Tiffany Markowski is a financial advisor with Primerica Advisors in Wildomar, CA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Primerica Advisors since 2014 and has been affiliated with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Matthew Stroder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Thrivent Financial, and Qc Manufacturing, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carrie Brooks is a Series 66-licensed financial advisor with Edward Jones, based in Murrieta, CA, and has nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Cristian Barrera is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. 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. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Arnold Aldus is a financial advisor with Merrill in Murrieta, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with both Merrill and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Nadeem Rihan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2015. 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. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis while integrating a centralized due-diligence framework.

Jason French is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMORGAN Chase Bank, N.A. since 2018, alongside his tenure at J.P. Morgan Securities beginning in 2012. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while managing conflicts through established policies.

Michael Tamayo is a Series 66–licensed financial advisor with Edward Jones in Menifee, CA, and has 10 years of industry experience. Prior to joining Edward Jones, he worked for Wells Fargo Clearing Services LLC from 2015 to 2025. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Tenaglia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Raymond James, he worked at Rubicon Advisors and LPL Financial. He is also associated with Amarillo National Bank, where he provides financial and investment advice to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting, utilizing analytical tools and supports clients through advisory programs and affiliated advisory firms.