Anthony Phillips is a financial advisor with LPL Financial in Calimesa, CA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling fixed insurance products through a related business activity. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jonathan Casaus is a financial advisor at Edward Jones in Redlands, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Family Tree Realty & Investments Inc, Sherfab Unlimited Inc, and Provident Savings Bank. 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 with a large nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andy Samaan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, JP Morgan Securities LLC, and a brief position at Primos Wine and Spirits Inc. He is also a silent partner in ALE Fresno 2 Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Nicole Fernish is a Financial Consultant at Fidelity Investments, a position she has held since 2016. She has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and Investment Consultant. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2011 to 2012. Nicole emphasizes building trusting relationships with her clients by creating and implementing financial goals and providing education in financial planning. She holds a California Insurance License, supporting her ability to serve clients in various aspects of their financial needs.

Richard Lopez Jr. is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has worked at Bank of America, N.A. since 2024 and has prior experience at California State University, San Bernardino and San Bernardino Valley College. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutions.

David Miller is a CFP® with 17 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities, Cuso Financial Services, and Waddell & Reed. He serves as a board member for Outdoor Journeys, a nonprofit organization based in Angelus Oaks, CA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Imran Lakhany is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked previously at UnionBanc Investment Services, Edward Jones, and Edoc Publish. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Amy Cranfill is a financial advisor with Stifel in Redlands, CA, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Financial since 2016. Cranfill serves on the boards of several local organizations, including Redlands Sunrise Rotary, Redlands Chamber of Commerce, and Redlands Community Foundation. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sara Moreno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Rudy De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging insights from Merrill and the banking and lending solutions of Bank of America. Rudy focuses on understanding each client’s complete financial picture to create flexible approaches that respond to evolving market conditions. Rudy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Universidad del Sagrado Corazon. He also actively participates in community service, dedicating time to volunteer work in support of local organizations.

Steven Leach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Cetera and its affiliated entities since 2014 and has experience in insurance and 401(k) plan services dating back to 2008. Outside of his advisory role, he is a grief recovery specialist, providing individualized peer-to-peer support for those coping with loss. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Maria Galvez is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and serves clients from Redlands, CA. Outside of her advisory role, Maria is a board member of a local community center in Mentone, CA, where she participates in organizing volunteer efforts and annual fundraisers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Julia Naman is a CFP® with six years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. She previously worked at LPL Financial and Cornerstone Christian Wealth Management. Outside of finance, she is a solo musical artist and owner of royalty-producing music. 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 investors. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

John Oliver Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 53 years of industry experience. Prior to joining OSAIC in 2025, he spent 27 years with Lincoln Financial Advisors Corporation. He is a managing member of an LLC that holds a small commercial real estate property inherited from his family, in which he operates solely as a passive investor. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with access to multiple third-party platforms and investment solutions.

Suthipong Chitrathorn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been affiliated with Cetera Wealth Services and Cetera Investment Advisers LLC since 2025 and is also the founder and owner of Plan with Bob. Outside of his advisory role, Chitrathorn is an author of several books including the "Drive to Success" series, "Dare to be Authentic," and "Success Manifesto." Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a multi-manager platform that allows advisors to implement various model portfolios, third-party strategies, and bespoke investment solutions.

Jerry Fields is a financial advisor at Stifel with 29 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Stifel in 2023. Fields holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation, providing clients with planning tools that support their decision-making.

Katrina Hatter is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Primerica Financial Services and San Bernardino Medical Orthopaedic Group. She also has involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a curated third-party asset manager approach combined with BNY Mellon Advisors for model implementation and trade execution.

David Connor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Linsco/Private Ledger since 2001. Outside of his advisory work, he is involved with a real estate rental business in Pomona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

Ryan Vollkommer is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2022. Prior to joining Stifel, he held positions at MWA Financial Services Inc, Modern Woodmen of America, Red Bull, and FACESS. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Paul Smith is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.