Andrew Anderson is a financial advisor at Edward Jones in Corona, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sunland RV Resorts and was involved with the Hemet San Jacinto Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ruben Gomez Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm participates in commodity pool operations and serves as an adviser to multiple registered investment companies and fund-of-funds.

Johnny Liu is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Sushiholics, Asucla, the University of California, Los Angeles, and the West Covina Unified School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm uses a centralized team alongside financial advisors and employs a structured approach that incorporates proprietary research, algorithmic tools, and a defined investment universe.

Samantha Madden is a financial advisor with Ameriprise in Riverside, CA. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to her current role, she worked in education and related fields, including positions at Real Journey Academies and the University of Redlands. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Thoeurn Indy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cuso Financial Services, U.S. Bancorp Investments, Wells Fargo Clearing, Wells Fargo Investments, Wamu Investments, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jon Hubbert is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Diversified Securities, Incorporated. He also operates Jon W. Hubbert, Inc. for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from various technology tools and investment strategies.

Sonny Licata is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Spinnaker Investment Group, Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Steven Lopez is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed to provide insurance services in California. Steven's professional experience spans several roles in the financial industry, including Senior Financial Consultant and Client Service Specialist at TD Ameritrade from 2013 to 2020, Risk Manager and Client Service Representative at BA Investment Services in the late 1990s, as well as earlier positions at Robertson Stephens & Company and Charles Schwab & Co. His expertise encompasses financial consulting and client service. Outside of his professional work, Steven's personal interests include art, biking, hiking, museums, music, and reading.

Brad Maurer is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Bank of the West and BancWest Investment Services from 2015 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Anna Diaz is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and modeling techniques.

Victoria Renne is a financial advisor with LPL Financial in Chino, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Frank R. Carey, EA, where she was employed for 29 years. In addition to advisory work, she owns a tax preparation and bookkeeping business as an enrolled agent. 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 broad range of financial planning and investment solutions, including advisory platforms, third-party asset management, and institutional services.

Nader Hosseinzadeh is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to develop wealth planning strategies tailored to their unique financial situations, leveraging Fidelity's investment platform and trusted brand. Nader brings extensive experience in financial consulting, having held roles such as Financial Consultant at Fidelity Investments from 2020 to 2025, Licensed Premier Banker at Wells Fargo Clearing Services, LLC in 2020, Financial Advisor at U.S. Bancorp Investments, Inc. from 2018 to 2020, Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018, and Licensed Private Banker at UnionBanc Investment Services from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Nader enjoys family activities, golf, music, and soccer.

Jason Walters is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with various Fidelity entities since 2008, most recently with Strategic Advisers LLC since 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios comprised of mutual funds, ETFs, and ETPs.

Jonathan Oconnell is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Outside of his advisory role, he is an officer of Similar Pants, Inc., a retail and online store based in Rubidoux, California. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations.

Francis Ponzio is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and three years of industry experience. He previously worked at Thrivent Investment Management Inc and Farmers & Merchants Bank of Long Beach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic investment processes that blend fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Peralta is a CFP® professional with 36 years of experience in financial advising. He is currently with Cetera, where he has worked since 2020, and previously spent 14 years at First Allied Securities, Inc. Outside of his advisory work, he serves as co-trustee of a family trust and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, accommodating various investment programs and supervisory structures.

Carlos Rivera Alvarez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Emmerson is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Diversified Securities, Inc. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stephen Andrusky is a CFP® professional affiliated with LPL Financial, based in Anaheim, CA, with 25 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, Scottrade, and U.S. Bancorp Advisors. He also serves as a Member Experience Advisor at Partners Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Corey Fast is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm offers a mix of discretionary management and online advice, utilizing diversified model portfolios and a fiduciary approach for retirement accounts, managing substantial assets across a large client base.