Deborah Mc Clure is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mobin Mohsini is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2009. 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 integrates systematic quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Kimberly Bakos is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Brent Corlew is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers a range of portfolio options supported by discretionary management and custodial services.

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.

Syed Zaidi is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, loanDepot, and Bank of America. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Juan Rodriguez is a financial advisor with LPL Financial in Murrieta, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, along with 15 years at RRR Group Inc. He is also involved with Altura Investment Services, an entity related to his LPL business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools.

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.

Ian Franks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction. The firm also manages model portfolios for intermediary platforms and serves as an advisor to multiple registered investment companies and fund-of-funds.

Efren Martinez is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. Martinez is also the owner of an insurance agency, where he sells fixed and health insurance, and serves as a Notary Public for the State of California. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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.