Flat-fee financial advisors working with educators, teachers, and academics in Chino, CA

Mary Caporale is a financial advisor at Edward Jones with 42 years of industry experience. She has held her position at Edward Jones since 2003 and holds the Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Cassia Stefanini is a financial advisor with Primerica Advisors in Chino, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and has been with Primerica since 2019. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading and overlay responsibilities to BNY Mellon Advisors.

Cristopher Cuevas is a financial advisor at Bright Legacy LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator for a mortgage company and also consults on business cloud solutions. Bright Legacy provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm follows a primarily long-term, value-oriented investment approach, combining fundamental and technical analysis to manage portfolios that include individual stocks, ETFs, and mutual funds.

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.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities and First Republic Investment Management from 2016 to 2019. Outside of her financial advisory role, Lindsey is the owner of Women Who Explore, a community offering outdoor adventures and small group travel experiences for women. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process combined with technology tools to recommend model portfolios and supports clients through discretionary and non-discretionary account management.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.