Top financial advisors working with founders and business owners in El Centro, CA

Broc Wavra is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, concurrently serving with Valley Wealth Strategies and Zuk Financial Group. In addition to his advisory roles, he works part-time as a paralegal at Citadel Law Offices. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, trusts, small businesses, and charitable organizations. The firm primarily employs a long-term investment approach while offering both discretionary and non-discretionary account management, and manages a majority of its assets on a non-discretionary basis.

Jackson Dewbre is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Dewbre is involved as a Service Project Manager with Foothills Rotary and serves as a board member for NexGen, a networking organization for young professionals. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a nationwide network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Paul Ochoa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Navy Federal Credit Union, and Navy Federal Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Trisha Howse is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial since 2011. She has been associated with Uvest Financial Services Group since 2003. She operates a DBA under Valley Financial Management for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of advising, he is involved in mortgage loan origination and estate planning services, assisting clients with trust and directive issuance. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial and retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.