Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Phillip Gorian is a financial advisor at Gorian Investments in San Bernardino, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilshire Capital Group, Inc., Oaktree Brokerage, Unitedhealthcare, Asset Marketing Systems, and Staffmark. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing accounts primarily on a non-discretionary basis with client approval of investment decisions.

Crystal Kozlak is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Brooklyn FI, LLC since 2025 and previously was associated with Falcon Wealth Planning. Prior to her financial advisory career, she worked for several years with animal welfare organizations, including The Humane League and Animal Place. Brooklyn FI provides household-level investment management, financial planning, and retirement-account advisory services to individual and high-net-worth clients. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive client reporting.

Manuel Beltran Zuniga is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he is an equal owner of Las Altenitas, an ice cream shop in Rialto, CA, where he assists with weekend operations. Missionsquare Retirement serves state and local government employers and public sector employees by administering deferred compensation and qualified retirement plans. The firm offers plan administration, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Calvin Wu is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at HSBC Bank USA, N.A. from 2016 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supported by a large institutional scale and specialized market roles.

Damon Hopkins is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMC Bank NA since 2018. Prior to that, he was employed at Scottrade from 2015 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Breanne Smith is a financial advisor with LPL Financial in Highland, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, she worked at Target and Nestle Waters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Carolyn Jenkins is a financial advisor with Primerica Advisors in Crestline, CA, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been affiliated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Living Hope Evangelical Free Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

Ricardo Rodriguez is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63, 65, and 66 designations and has previously worked at RBC Capital Markets and Chasing Value Asset Management. He is also affiliated with the Credit Union of Southern California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Kimberly Romo is an investment advisor at LPL Financial with three years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of her advisory role, she serves as a California state notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Zeiry Barillas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Zeiry worked at Bank of America, N.A. from 2015 to 2017. Outside of financial advising, Zeiry serves as treasurer for Orangevale Huskies Youth Athletic in Roseville, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s investment menus include insurance-related vehicles and bank deposit sweep options, reflecting a broader range of financial products than typical among large institutional advisers.

Ernesto Fonseca is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities, LLC and J.P. Morgan Chase Bank, N.A. since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Martin Brander is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entity since 1997. Outside of his advisory role, he is involved with Gold Sentinel, Inc. in an administrative capacity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with Ameriprise financial advisors.

Joshua Tobias is a financial advisor at Edward Jones with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes prior roles at KForce, Bankers Life and Casualty, Northwestern Mutual, Anheuser Busch InBev, and involvement with the Edward Jones Family YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Bryanna Gleason is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Inc., Alaska USA FCU, Cetera Investment Services, and East West Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research support.

Phillip Levy is a financial advisor with J.P. Morgan Securities in San Bernardino, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMorgan Chase Bank, N.A. since 2020. 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. The firm combines large institutional advisory operations with multiple market-facing registrations and investment management capabilities.

Ivan Flores is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Dahl is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 credential and 26 years of industry experience. He has been with Painewebber Inc since 1999. Outside of his advisory role, Dahl serves on the boards of the Lake Arrowhead Yacht Club and the Cypress Community Association, and he is president of the Sigma Alpha Epsilon Orange County Area Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

David Streit is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2013 and has been associated with MassMutual Life Insurance Company since 2010. Outside of his advisory role, Streit is a partner and business manager of Lost Cuban 2Go, a Cuban sandwich shop offering delivery and pickup services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Jose Gonzalez Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and support from in-house and third-party research.

Yerel Morales is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 66 licenses. Morales has 13 years of industry experience and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Outside of advisory services, Morales is an owner and partner of North Star Procurement Group, LLC, a business specializing in government procurement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Denise De La Torre is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with additional market-facing registrations and functions.

Elizabeth Sandoval is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Anderson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Nalco Water, an Ecolab company, and Fitness 19. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm manages approximately $1.01 trillion in assets under management and offers advisory services through a nationwide network of financial advisors and branch offices.