Nolberto Chavez is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Private Bank for 10 years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Stotko is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Coby Snyder is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His career includes roles at CoastHills Credit Union and several consulting and educational organizations prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

James Chambers is a financial advisor with Cetera, holding the PFS™ designation and Series 65 license, and has 17 years of industry experience. His prior firms include Avantax Advisory Services, and he has operated Chambers Asset Management, LLC and James C. Chambers, An Accountancy Professional Corporation since 2008 and 2005, respectively. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Todd Sears is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2016. Outside of his advisory role, he is involved with a commercial janitorial business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, delivering investment consulting and advisory services through a structured program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Suzan Victor is a financial advisor at Morgan Stanley with 19 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Janet Avedisian is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Her work history includes roles at Washington Mutual, Wm Financial Services, and the State of California. Outside of her advisory duties, she serves as a caregiver for her parents as needed. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Felton is a financial advisor with Edward Jones in Nipomo, California, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Costco Wholesale and at Iglesia Internacional Casa De Dios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Dylan Nelson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was self-employed for nine years and worked in education and community service roles, including eight years with the Del Norte Unified School District and a year with the Family Resource Center of the Redwoods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sawyer May is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. Before joining LPL Financial, Sawyer worked in various roles at firms including Electriq Power Holdings and Popmenu LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios.

Lander Aldrei Lacsina is a financial advisor at J.P. Morgan Securities LLC with 3 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2022, previously working at JPMC BANK NA (Southwest) since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Jefferson Ledgerwood is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Aimee Harrell is a financial advisor with Morgan Stanley in Santa Maria, California, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.

Aaron Paulsen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rebecca Mc Kenzie is a Series 66-licensed financial advisor with Edward Jones, based in Arroyo Grande, CA, and has two years of industry experience. She has been with Edward Jones since 2003, including the firm's institutional category since 2025. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Seth Ollice is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at Coast Hills Credit Union and has held roles at Western Colorado University and other organizations. He is also involved in tax preparation and accounting services through CoastHills Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Edward Hollett is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been associated with both Independent Financial Group and Sierra Shore Financial since 2003. He is the sole owner and Investment Adviser Representative of Sierra Shore Financial, a California-registered investment advisor, and is also involved in insurance sales and service for life and health insurance through Hollett Insurance Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers, with approximately $11.3 billion in regulatory assets under management.