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.

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.

Lawrence Lathrop is a financial advisor with Cetera and holds a Series 66 designation, bringing 25 years of industry experience. He has been associated with Cetera and its affiliated entities since 2000. Outside of his advisory work, he owns Nautilus Tax and Wealth Solutions, which provides income tax preparation and related services, and also owns Lathrop Insurance Services, focusing on health insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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 financial advisor at Stifel with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Stifel in 2025, he worked at Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Morgan Stanley Dw Inc. Bohon serves on the board and several committees of the Inland Empire Community Foundation, a nonprofit organization supporting Riverside and San Bernardino counties. Stifel serves a broad range of clients—including individuals, institutions, and charitable organizations—offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

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 CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Morgan Stanley since 2010, including a brief period at UBS Financial Services from 2013 to 2014. Garcia is based in Murrieta, CA, and holds the Series 66 license. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a large network of financial advisors.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Heritage Family Investments. Pierson is also a business owner at Brood, Seibert & Lovcik, CPAs, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

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 at various JP Morgan entities since 2014. Outside of his advisory role, he is involved with Orchidia Homes LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Christopher Tool is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at SCF Securities, Inc. and Summit Brokerage Services. Outside of advisory work, he has managed Tool Motor Sports for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines advisory platforms with extensive non-advisory financial services and supports a large network of investment adviser representatives.

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 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2011 and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Christopher Jeffrey is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has one year of experience with LPL Financial and has also worked as an independent contractor since 2022. In addition to his advisory role, he has been a teacher with Alvord Unified School District since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing various models, third-party subadvisors, and technology tools across its extensive advisor network.

Tiffany Markowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2012. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by unaffiliated managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 financial advisor with Edward Jones in Murrieta, CA, holding a Series 66 designation and 10 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. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.