Top wealth management financial advisors 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 with Carson Wealth and holds a Series 65 designation. He has four years of industry experience with prior roles at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of advisory work, he serves as a Service Project Manager for Foothills Rotary and is a board member of NexGen, a networking group for young professionals. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

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 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. She previously worked at Uvest Financial Services Group for eight years and Merrill for two years. Outside of her advisory role, she operates a DBA under Valley Financial Management affiliated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual clients, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, supported by technology and a wide network of over 22,800 advisors.

Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of his advisory work, he assists clients as a licensed loan originator with mortgage financing and provides estate planning referrals through a cloud-based trust and directive service. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of independent advisors, managing approximately $1.1 billion in client assets.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.