Elizabeth Sandoval is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jose Guzman Vazquez is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rene Ventura is a Planning Consultant at Fidelity Investments, where he works with clients and their Wealth Management teams to create and implement comprehensive financial plans tailored to individual financial needs. He has served in this role since 2025. Prior to joining Fidelity, Rene was a Senior Branch Premier Banker at Wells Fargo Bank, N.A. from 2012 to 2024, gaining extensive experience in banking and financial services. Rene holds a California Insurance License, supporting his ability to address various aspects of financial planning. Outside of his professional responsibilities, he spends time engaged in family activities, social events with friends, golf, movies, parenthood, and soccer.

Keith Carr is a Financial Consultant I at Fidelity Investments, where he focuses on understanding the needs of clients and their families to develop aligned financial plans. He has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before assuming his current role in 2026. Prior to joining Fidelity, Keith worked as a Premier Banker at Wells Fargo from 2008 to 2021. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional career, Keith has personal interests that include attending concerts, fishing, football, golf, music, and outdoor adventures.

Bryanna Shirley Lozano is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience, with prior roles including positions at PFS Investments Inc. and CHE Services. Outside of advisory work, she is involved in the sale of loan products and home security services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Steven Lopez is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed to provide insurance services in California. Steven's professional experience spans several roles in the financial industry, including Senior Financial Consultant and Client Service Specialist at TD Ameritrade from 2013 to 2020, Risk Manager and Client Service Representative at BA Investment Services in the late 1990s, as well as earlier positions at Robertson Stephens & Company and Charles Schwab & Co. His expertise encompasses financial consulting and client service. Outside of his professional work, Steven's personal interests include art, biking, hiking, museums, music, and reading.

Tina Dobrinen is a financial advisor with Ameriprise in Yucaipa, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers recommendations through a centralized consulting team.

Nader Hosseinzadeh is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to develop wealth planning strategies tailored to their unique financial situations, leveraging Fidelity's investment platform and trusted brand. Nader brings extensive experience in financial consulting, having held roles such as Financial Consultant at Fidelity Investments from 2020 to 2025, Licensed Premier Banker at Wells Fargo Clearing Services, LLC in 2020, Financial Advisor at U.S. Bancorp Investments, Inc. from 2018 to 2020, Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018, and Licensed Private Banker at UnionBanc Investment Services from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Nader enjoys family activities, golf, music, and soccer.

Jacob Anderson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Nalco Water, an Ecolab company, and Fitness 19. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm manages approximately $1.01 trillion in assets under management and offers advisory services through a nationwide network of financial advisors and branch offices.