Andrew De Vera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and incorporates ESG frameworks and derivatives capabilities.

Ana Dominee Del Rosario is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2021 and has been with JPMorgan Chase Bank, N.A. since 2017. Prior to her career in finance, she held roles at The Home Depot and Studio Mm&b. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Tomas Rodriguez is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides 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 and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Michael Butsko is a financial advisor with LPL Financial and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he coaches boys tennis at Temecula Valley High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Mae Patton is a financial advisor with Charles Schwab in Temecula, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at TD Ameritrade and Aerotek, as well as six years at Revenue Point Cycle Solutions. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a formal alternative investment program.

Ashley Callow is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to her current roles, she was employed at Mission Lakes Country Club, McDonald’s, and the Agua Caliente Band of Cahuilla Indians. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Michael Batchelor is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2021. In addition to his advisory role, he serves as an adjunct professor at Chaffey College, where he teaches and evaluates students in the Radiology Technologist Program. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniele Bonafede is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers customized retirement planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Bender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Bank of the West, and BancWest Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Alexandra Sayvong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Her career includes various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with additional experience at Gosch Ford and Braganza. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, utilizing a combination of quantitative and qualitative research supported by centralized due diligence.

Nozomi Laughy is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Tamara Colon is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 26 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2004. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vanessa Grillo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Merrill. Her current role began in 2023 at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Holly Hamana is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding Series 63 and Series 65 credentials and six years of industry experience. Her work history includes roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a prior position at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lee Skillman is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Wells Fargo Advisors, and Citigroup Global Markets prior to joining J.P. Morgan in 2015. 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 and fund searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and incorporates an ESG eligibility framework in recommendations.

Jack Rutledge is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes positions at Bank of America and Merrill Lynch. Outside of advising, he has ownership in a rental property business in Valley Center, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy development, performance reporting, and participant education.

Shashin Vora is a financial advisor with Ameriprise in Wildomar, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including his current role beginning in 2020. Outside of his advisory work, he provides coaching on marketing strategies and insurance sales management through NAP Partners, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, emphasizing solutions that include Ameriprise-managed accounts.

Priti Huisinga is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she spent nine years at the Autoclub of Southern California. Outside of finance, she is a silent partner and vice president in several hair salon businesses based in Temecula, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide presence with over 23,700 advisors and 15,000 branch offices.

Brian Finley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Brian operates under the PacWest Investment Group DBA, associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adrian Rodriguez is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes four years at US BANK before joining Fidelity Brokerage Services LLC in 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction, incorporating model portfolios built from mutual funds, ETFs, and ETPs.