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.

John Murphy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been involved with Dunham Trust Co. since 2017, where he refers clients interested in establishing trusts. Outside of his advisory work, Murphy serves as treasurer on the board of directors for The Hemet Jeep Club, a social club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various investment strategies and third-party managers.

Van Neely is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has previously worked at Cantella & Co., Inc. for over two decades. Outside of his advisory role, he is involved as a coach at West Coast Krav Maga and operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Marina Mclaughlin is a financial advisor with Edward Jones in Hemet, CA, holding a Series 63 designation and nine years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is involved in property maintenance for rental properties in Murrieta, CA. 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 under management through a large network of advisors and branches, offering a range of investment strategies and affiliated products under a fiduciary standard.

Maegan Young is a Series 66 licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. She previously worked at Merrill and Bank of America for eleven years each before joining her current firm. 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 through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to develop model asset allocations within a framework that may incorporate ESG criteria.

Emiliano De Riquer is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and has held previous positions at firms including AllianceBernstein, Prudential Financial, MassMutual, Guardian Life Insurance, and Bank of America/Merrill Lynch. Emiliano is based in Hemet, California. 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 advisory process combines quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Shawn Upton is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Irving Alcibar is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and also has experience at Primerica Financial Services and Martin Brower. Outside of advisory duties, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers and custodians.

Noemi Biddick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she is the owner and partner of Co-Moonity Healiing, a wellness and meditation business. 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 through a non-discretionary program.

Shane Mc Coy is a financial advisor with Edward Jones in Wildomar, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, the University of Redlands, and the Fontana Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jana Swenson is a financial advisor at Stifel with 46 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Stephan Winn is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Brian Henderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. 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 combines systematic quantitative screens with qualitative research, incorporating ESG considerations and supporting clients with centralized due diligence and affiliated implementation services.

Matthew Coiner is a financial advisor with Wells Fargo Advisors in Murrieta, CA, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill for 10 years and Wells Fargo Clearing for 8 years prior to joining Wells Fargo Advisors. Coiner has ownership interests in two investment-related firms based in Murrieta. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services, and integrates advisory offerings with other financial products and referral channels.

Kari Cierley is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, she worked at Executive Business Services, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.