Edgar Gonzalez is a financial advisor with LPL Financial in Redlands, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Maupin Financial Advisors and has experience in both financial services and logistics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

John Vail is an advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Primerica Advisors since 2022 and previously served for 20 years with the Colton Fire Department. Outside of his advisory role, he owns Pop's Leather Works LLC, a custom leather goods manufacturing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

John Schirner is a financial advisor with Edward Jones in Riverside, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has served as president of the Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Ryan Holloway is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2018. Prior to that, he was employed at Merrill Lynch and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Caryn Olson is a financial advisor with Primerica Advisors in Redlands, CA. She holds Series 65 and Series 63 credentials and has been with Primerica Financial Services since 2025 and PFS Investments Inc. since 2026. In addition to her work in financial advising, she has been employed at UHS Temecula Valley Hospital since 2008. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Stephon Pieters is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Bank of America, Scottrade, and TD Ameritrade. He is based in Loma Linda, California. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yajaira Litwinski is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel, she worked at the University of Georgia and has been producing and selling art through her business, Lady Lit Art, since 2020. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Benvenisti is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory work, he receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports execution and custody through established providers, focusing primarily on individual investors rather than institutional clients.

Brandon Estrada is a CFP® and ChFC® with 14 years of experience in the financial industry. He is currently with J.P. Morgan Securities and has held previous roles within JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2011. 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 integrates quantitative and qualitative research to develop model asset allocations, with access to a broad range of investment strategies and capabilities.

Rodrigo Herrera is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch/Bank of America and Northwestern Mutual. Outside of his advisory role, Herrera coaches soccer with the Inland United Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Frederick Woolley is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior roles include positions at Western International Securities, Inc., Financial West Group, and Manufacturers Life Insurance Company. He is also actively involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Lugo is a financial advisor with Edward Jones in Redlands, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Maupin is a financial advisor with LPL Financial who holds a Series 63 designation and has 42 years of industry experience. He worked at Associated Securities Corp. for 25 years before joining LPL Financial in 2009. Outside of his advisory work, Maupin operates Maupin Financial Services, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a variety of customized investment strategies.

Wayne Oberle 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 worked previously at Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, with a focus 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 incorporates broader derivatives and commodities capabilities.

Truman Day is a financial advisor with Stifel, holding a Series 63 designation and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Day serves as a board member and fundraising committee participant for the Inland Empire Lighthouse for the Blind. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Heinze is a CFP® professional with 31 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2009. He serves as Chair of the Finance Committee for the Family Service Association of Redlands and holds board roles with the Myron Ratcliffe Family Foundation as Vice President and Kimberly Shirk Events, Inc. as President. Heinze also serves as President of the Copper Hill Home Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decisions.

Elizabeth Stannard is a financial advisor with Primerica Advisors in San Bernardino, CA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at Pfs Investments Inc and Performance Team, alongside her long-standing association with Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at a large scale, delivering advisory services primarily through model-delivery strategies created by unaffiliated asset managers, with oversight and custodial support from BNY Mellon Advisors and Pershing.

Darren York is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and CUNA Brokerage Services, Inc. for 10 years. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Marie Johnson is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1998. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Luis Villa Rojas is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of financial advising, he is involved with Professional Auto Transport. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.