Arlon Enmeier - Securities America

South OC Financial Associates is a financial services company based in San Clemente, CA, offering expert guidance and solutions to help individuals achieve their financial goals and support causes they care about. With a focus on personalized planning and industry expertise, South OC Financial Associates helps clients map out a path to a more secure financial future, providing services such as financial planning, investment management, and insurance products.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Doll Capital Advisors, Inc. is a full-service financial consulting firm dedicated to helping our clients build assets and preserve their hard-earned assets. We conduct a thorough discovery process with each client in order to determine their true individual goals. We will then design a new investment portfolio or realign their existing investment portfolio in order to help them pursue these goals. As independent wealth advisors we have chosen to align ourselves with LPL Financial which offers no proprietary investment product ensuring that our loyalty belongs exclusively to our clients - not to a parent company. This relationship enables us to recommend only those products and services that can be tailored to suit our clients' unique needs.