David Anthony Doran

Christopher Lindsay is a financial advisor with CBL Wealth Management in Apple Valley, CA, holding a Series 66 credential and 21 years of industry experience. He previously worked at Starfox Financial Services LLC, Edward Jones, and Morgan Stanley Dw Inc. Outside of his advisory role, he operates an online shaving soap business, manufacturing and selling related products. CBL Wealth Management is a sole-proprietor registered investment adviser serving individuals, trusts, corporations, and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, consulting, and educational seminars, employing a mix of fundamental and technical analysis with tactical asset-allocation adjustments.

Saul Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance, Mutual of Omaha, Northwestern Mutual, and Chase Bank. In addition to his advisory role, Mr. Perez operates as an independent insurance agent and mortgage broker through Revamp Financial. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm utilizes diversified portfolios with mutual funds, ETFs, individual securities, and independent managers, employing various investment strategies aligned with client objectives and risk tolerance.

Winnie Liu is a CFA® charterholder and registered financial advisor with Concorde Asset Management, LLC, with five years of industry experience. She has been with Concorde since 2023, having also worked at Concorde Investment Services since 2022. Outside of her advisory role, Liu serves as a director for a nonprofit organization and is involved in teaching financial literacy through speaking engagements and online courses. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management alongside tailored financial planning. The firm employs asset-allocation and model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory services and participant advice.

Daniel Lamb is a financial professional with 19 years of industry experience, currently affiliated with First Advisors National, LLC. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Lamb serves as treasurer for High Desert Marines and trustee for VFW Post 2924 in California, and he operates as an independent insurance agent through The Term Team. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, managing approximately $507 million in discretionary assets. The firm utilizes third-party money managers and employs both tactical and strategic asset allocation approaches, typically managing client accounts on a discretionary basis.

Alisha Gillette is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. She also operates Sparrow Financial and Insurance Services, brokering non-registered insurance products alongside her advisory work. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Carlos Leon is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at GWFS Equities, Inc. and JPMorgan Securities LLC, as well as JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.