Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.

Andrew Kotyuk is a financial advisor at Alpha Wealth Management, LLC in Hemet, CA, with 21 years of industry experience. He holds the Series 66 designation and has been with Alpha Wealth Management since 2011. Outside of his advisory work, Mr. Kotyuk is the owner of SoCal Propane, LLC, a propane retail company, and serves as CEO of several land development and consulting businesses. Alpha Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to construct and monitor portfolios that include stocks, bonds, ETFs, mutual funds, and other securities, and it uses margin borrowing and options strategies in separately managed accounts.

Ian Weeks is a financial advisor at Stirling Financial Group with 17 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and LPL Financial, among other firms. Stirling Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages client accounts on a discretionary basis using asset-allocation models combined with fundamental, technical, and cyclical analysis, and it sponsors its own wrap fee program alongside LPL Financial’s managed options.

Evan Loomis is a CFP® with 15 years of industry experience, currently serving at Level Financial Advisors, Inc. He previously operated his own consulting business, Loomis Financial Consulting, and has held roles at First Financial Consulting, Merrill, and Banc Of America Investment Services. Level Financial Advisors provides financial planning, discretionary portfolio management, and 401(k) plan advisory services to individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified asset-allocation approach and offers specialized services such as direct indexing for tax-loss harvesting and participant education workshops.

Daniel Goodman is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 designations. He has 15 years of industry experience and has worked at firms including DEG Financial Services and Futurity First Insurance Group. His current tenure at Sequent Planning spans multiple periods since 2021. Sequent Planning, LLC serves individuals, high-net-worth clients, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations.

Logan Sadler is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with AlphaStar Capital Management and has held roles at Legacy Roots Wealth Management, BD Financial Group, and Ruggieri Financial & Insurance Services Inc. Outside of advisory work, he is involved with Ruggieri Financial & Insurance Services Inc., focusing part-time on insurance products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of model portfolios and advisor-directed strategies that include a diverse range of investment vehicles and employs third-party technology to support portfolio construction and ERISA-related plan services.

Reese Kitchen is a financial advisor at AlphaStar Capital Management with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at BD Financial Group and held positions at Target and Petco. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies utilizing a range of investment vehicles and third-party portfolio technology.

Damon Friedman is a CFP® professional with 14 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and has prior experience at Independent Financial Group and Kestra Investment Services, LLC. Outside of advisory work, he is a co-owner of a general contracting business, Caliber Pacific Construction. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services, serving individual and institutional clients across the United States.

Sergey Lyubyatinskiy is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA Advisors. Outside of his advisory role, he is also involved in fixed insurance and annuity business as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based methods.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with over 21 years of experience in the financial services industry. She is currently with Empower Advisory Group and has previously worked at firms including Charles Schwab, Fidelity, and Valic Financial Advisors. Outside of financial advising, she is a mineral rights owner and may receive royalty payments from inherited oil and gas interests. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio outcomes and savings rates, delivered through a platform tied to Empower’s recordkeeping and administrative systems.

Daniel Oropeza is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he has spent ten years officiating collegiate football games in Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and includes an ESG eligibility framework.

Megan Shoemake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. 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 screening and qualitative research, incorporating forward-looking market assumptions and an ESG eligibility framework.

Robert Brood is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. He also has a longstanding role at Brood and Seibert CPA's, where he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of investment strategies supported by operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Bryant Ruiz is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America, he worked at Polo Ralph Lauren from 2013 to 2017. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

Darren Canada is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at Raymond James Financial since 1999 and owns TC Financial LLC, a support company related to his advisory activities. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting.

Steven Amacher is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company for one year, and was employed by IBEW Local 47 for 15 years. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Seibert is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has worked at Cetera and its affiliates for over two decades and is also involved in CPA firms and family investment businesses in Hemet, CA. Additionally, he serves in fiduciary roles for multiple charitable remainder unitrusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional advisory services, utilizing a mix of proprietary research, third-party subadvisors, and various investment strategies.

Antoni Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 36 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Beverly Hills Wealth Management, and Morgan Stanley. He is also involved with Genesis Advisors Group LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Annette Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016, with prior experience at Wells Fargo Clearing and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes an ESG eligibility framework.

Rolando Bautista is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab and TD Ameritrade. Bautista is based in San Jacinto, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michele Wintersteen is a financial advisor with LPL Financial, holding a Series 66 license and over 26 years of industry experience. Her career includes roles at LPL Financial, TD Ameritrade, MacElhenney Management, Inc., and Brookstreet Securities Corporation. She is associated with Stand Financial, an entity related to her activities within LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lahnna Morton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities and its affiliates since 2007. Outside of her advisory role, she is involved in horse breeding through a family venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Mikey Rivas Chacon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Wells Fargo. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Christopher Vargas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held various roles within J.P. Morgan entities since 2010. Vargas holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence combining quantitative and qualitative research.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Heritage Family Investments. Pierson is also a business owner at Brood, Seibert & Lovcik, CPAs, LLP. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Passero is a financial advisor at Edward Jones with 7 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was employed by Verizon Wireless for nine years. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Stroder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Thrivent Financial, and Qc Manufacturing, Inc. 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 plans, corporations, and charitable organizations.

Jason French is a financial advisor with J.P. Morgan Securities in Hemet, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2018 and J.P. Morgan Securities since 2012, along with prior experience at Chase Investment Services Corp., U.S. Bancorp Investments, Inc., and Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Michelle Jersey is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and has 30 years of industry experience. She previously worked at UBS Financial Services for 15 years and has been with J.P. Morgan Securities since 2019. Outside of her advisory role, she is involved in consulting on social media marketing for online businesses and supports an online lead generation system related to health coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Christopher Clapinski is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and 19 years of industry experience. He previously worked at Cuso Financial Services, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he coaches sports and fitness at Palm Desert High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Damon Harris is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, LPL Financial, and CUSO Financial Services. Outside of his advisory role, he is the managing member of California Stars Baseball LLC, a youth baseball development organization. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Andrew De Vera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. 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 program offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and incorporates ESG frameworks and derivatives capabilities.

Ana Dominee Del Rosario is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2021 and has been with JPMorgan Chase Bank, N.A. since 2017. Prior to her career in finance, she held roles at The Home Depot and Studio Mm&b. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Imran Lakhany is a financial advisor with Fidelity Investments, holding a Series 66 license and eight years of industry experience. His prior work includes positions at UnionBanc Investment Services, LLC, Edward Jones, and a publishing company called Edoc Publish. 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 discretionary portfolio management, fund advisory, and systematic portfolio construction using proprietary research and algorithmic methods.

Tomas Rodriguez is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Ashley Callow is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to her current roles, she was employed at Mission Lakes Country Club, McDonald’s, and the Agua Caliente Band of Cahuilla Indians. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Daniele Bonafede is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers customized retirement planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

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.

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.

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.

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.

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.

Noemi Biddick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she is the owner and partner of Co-Moonity Healiing, a wellness and meditation business. 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.