Shirley Thompson is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Temecula, California. She brings over 15 years of experience in the financial services industry, specializing in helping clients achieve their financial goals through collaboration with CPAs and attorneys. Shirley is a qualified Senior Portfolio Advisor who provides traditional advice and manages custom investment strategies, leveraging a broad selection of Merrill Lynch model portfolios and third-party strategies. In her role, she may also manage investment advisory program strategies on a discretionary basis. Shirley holds a Chartered Retirement Planning Counselor (CRPC) designation, along with Series 7 and 66 FINRA registrations and an Insurance License. She has completed coursework including Fundamentals of Investments and Process and Environment from The American College. Her academic credentials include a Bachelor of Science Degree in Business Administration with dual emphases in Finance and Management Information Systems from the University of California, Riverside, and an MBA with a focus on Finance from California State University, Long Beach. In addition to her professional career, Shirley is involved in community organizations such as the Chinese Bible Church of Temecula Valley and the French Valley Baseball Softball Association. She also participates actively with Best Buddies, a nonprofit supporting friendships for people with intellectual and developmental disabilities. Shirley enjoys traveling and baseball, having visited all but four baseball stadiums in the United States. She resides in Murrieta, California, with her husband Robert, a licensed attorney and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management, and their four children.

Nattalie Villarreal is a financial advisor with Wells Fargo Clearing in Temecula, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, U.S. Bancorp Investments, Inc., and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Suman Achari is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Central Pacific Bank, LPL Financial, and Orange County's Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to both affiliated and third-party money managers.

Leonardo Ryan is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several banking and financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets and includes ESG considerations.

Bryce Street is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2014. 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, including financial planning and access to model portfolios and third-party asset management, supported by advisor-facing tools for operational and research purposes.

Adam Henderson is a financial advisor with LPL Financial in Temecula, CA, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He operates an investment-related business, PacWest Investment Group, associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning and institutional platforms.

Christopher Hoff is a financial advisor at Merrill in Temecula, CA, holding Series 63 and Series 66 designations with 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Krieger is a CFP® credentialed financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has been since 2024. Prior to this, he held positions at Ic Advisory Services Inc, The Investment Center, Inc., Global Retirement Partners LLC, LPL Financial, and Merrill. Outside of his advisory work, he serves as a board member of Catapult HQ Inc. and is president of BNE Strategies Inc., focusing on consulting and coaching. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies under the Founders Gate Capital brand.

Adam Crane is a financial advisor with Edward Jones in Temecula, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Morgan Stanley from 2018 to 2022 and spent three years at Taylormade Golf Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a large national network of financial advisors and branch offices.

Paul Schiller is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. Schiller is based in Temecula, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Stephanie Oropeza is a financial advisor with J.P. Morgan Securities in Temecula, CA. She holds Series 63 and Series 66 designations and has 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment approach combines systematic quantitative screens with qualitative research and incorporates an ESG eligibility framework in its recommendations.

Brett Mallette is a financial advisor with Thrivent Investment Management in Temecula, CA, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Thrivent Financial, The Vanguard Group, and Redeem Wealth Management, as well as nearly a decade with Paradise Valley Unified School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.

Mark Anselmo is a CFP® with 35 years of industry experience. He is currently with LPL Financial and has also worked at Cambridge Investment Research and its affiliated firms for over 20 years. Outside of his advisory role, he owns a non-investment business entity named Anselmo Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Gustavo Rodriguez Lopez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with retirement income planning, educational funding, and comprehensive wealth strategies. Gustavo employs Merrill's wealth planning approach to help clients identify and align their financial goals with their risk tolerance, time horizon, and liquidity needs. His client focus includes college education planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's degree in International Business from Escuela Superior Politecnica del Litoral and has earned the Chartered Retirement Planning Counselor™ designation. Gustavo is fluent in English and Spanish and is active in professional organizations such as the Inland Empire HOLA Chapter, Rotary International - Lake Elsinore Chapter, and The Benevolent and Protective Order of Elks. Outside of work, he participates in community activities through Rotary International and the Elks, and enjoys outdoor activities with his wife Diana, daughter Luciana, and son Sebastian in Lake Elsinore, California.

Nguyen Vu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, N.A., Bank of America, and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ramon Baez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America, JP Morgan Securities, and US Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Elizabeth Mc Sparran is a financial advisor with Edward Jones in Murrieta, CA, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, she worked in the automotive collision repair industry for over two decades and had a period of retirement from 2018 to 2022. She is also associated with COMPASS ROYAL MANAGEMENT LLC, an oil drilling company based in Addison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Dana Baik is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Jackson National Life Distributors, Banc of America Investment Services, and Citigroup Global Markets. Outside of financial advising, he is CFO and member of an industrial cleaning business, New England Eco Wash, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Joshua Goldsmith is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial in Temecula, CA. He has been with LPL Financial and operating Goldsmith Financial Corp since 2012, following five years at Edward Jones. Outside of his advisory work, he is involved in apparel sales through a small business named Poker Gods and has served as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset management, and various financial planning platforms.

Brian Schrock is a CFP® and Series 66–licensed financial advisor with Edward Jones in Fallbrook, CA. He has 18 years of industry experience, all of which he has spent at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.