Skylar Brown is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. Brown holds a Series 66 credential and has worked at CB Wealth since 2015. Outside of advising, Brown participates in Leadership Coachella Valley, a program focused on regional issues and leadership development. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and organizations, offering a range of portfolio management and financial planning solutions. The firm utilizes a combination of firm- and third-party investment models tailored to client risk tolerances.

Patrick Anabu is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PlanMember since 2018 and is affiliated with various related entities including Teachers Tax & Investment and POA Capital, Inc. Outside of finance, Anabu has operated as a self-employed DJ since 2007. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, offering fiduciary support under ERISA Section 3(38) and participant-level investment options through its Asset Allocation Portfolios. The firm’s investment approach centers on strategic asset allocation and management of unitized, risk-based mutual fund portfolios, supplemented by educational and support services for plan sponsors and participants.

Valerie Rivera is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 11 years. Outside of financial advising, she owns a small business selling Young Living products, including vitamin supplements and essential oils. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Laurie King is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining D.A. Davidson in 2025, she worked for Raymond James & Associates for 10 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Jay Wahlin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and totaling 27 years of industry experience. He has worked at Independent Financial Group since 2013 and has been the owner of Jay D Wahlin An Accountancy Corporation, providing tax preparation, accounting, and trustee services, since 1980. Wahlin also serves as an executor and trustee for various estates and trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm provides financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across standard risk profiles.

Christine Hagen is a CFP® professional with 42 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at AK Financial Group, LPL Financial, Mutual Service Corporation, and National Planning Corporation. In addition to her advisory work, she provides income tax preparation and tax consultations for a significant portion of her clients. She is also a painter who dedicates time to her art. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to proprietary managed account solutions and third-party managers, utilizing various investment strategies and technology platforms.

Cristian Garcia is a financial advisor with Edward Jones in Rancho Mirage, CA, holding a Series 66 designation and three years of industry experience. Prior to Edward Jones, he worked at Lares Research and has been independently contracted with Family Heritage Globe Life, where he sells supplemental insurance and assists clients with claims. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment 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 network of advisors and branches nationwide.

Dinorah Sanchez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She previously worked for Wells Fargo Bank NA and Wells Fargo Clearing from 2014 to 2024 before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Deborah Tryon is a financial advisor with Morgan Stanley in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and simulations to model outcomes.

Dominic Corleto is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is involved with Continuity Group LLC, an administrative company based in Springfield, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Vlad Poston is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes roles at the Alzheimer's Association, College of the Desert, and Wells Fargo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Timothy Mcsweeney is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Grove Point Advisors, and Cetera Advisor Networks. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs various investment strategies, including proprietary models and access to third-party managers, and provides both discretionary and non-discretionary portfolio management tailored to client objectives.

Michael Smith is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2007 and 2010, respectively. He is based in Indian Wells, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal due diligence process for alternative investments.

Tamara Spates is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds a Series 63 designation and previously worked at RBC Capital Markets from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations as part of its process.

Norman Tucker is a financial advisor with OSAIC in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked continuously since 1994 at both Pension Portfolios and OSAIC. OSAIC serves a diverse clientele that includes retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of investment vehicles and third-party platforms, employing tools like asset-allocation models and risk tolerance assessments to build customized portfolios.

Jamee Rush is a financial advisor with UBS Financial Services in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2015. Outside of advisory work, she oversees business strategy for a mobile application development company, Hug-A-Day LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

David Ransom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Frank Pickett is a financial advisor with Raymond James Financial in La Quinta, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial since 2005 and also maintains involvement with Pickett Financial Partners since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Varela is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch Pierce Fenner and Smith for 18 years before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he is a co-owner of Varela Reynolds Wealth Management in Palm Desert, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop recommendations.

Cody Finley is a financial advisor with UBS Financial Services in Indian Wells, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and the University of Arizona. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.