Stephanie Mondragon is a financial advisor with Merrill in Lake Elsinore, CA, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2015. Outside of her advisory role, she owns Momma Mondragon's Macarons, a family-run LLC specializing in macarons. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within JP Morgan entities 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver its 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.