David Marc Streit

Christopher Lindsay is the sole advisor at CBL Wealth Management, an independent firm based in Hesperia, CA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Starfox Financial Services LLC prior to founding his current firm in 2017. Outside of his advisory work, he operates an online shaving soap business, manufacturing and selling products under the CBLsoap.com brand. CBL Wealth Management serves individuals, trusts, corporations, and pension/profit-sharing plans, offering discretionary asset management, financial planning, and consulting. The firm employs both fundamental and technical analysis with tactical asset-allocation adjustments, providing quarterly or more frequent reviews and educational seminars for clients and the broader community.

Saul Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Guardian Life Insurance, Northwestern Mutual, and Chase Bank. He is also an independent insurance agent and mortgage broker through Revamp Financial, providing insurance and mortgage services to individuals. Portfolio Medics offers investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified funds and individual securities, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives and risk tolerance.

Winnie Liu is a CFA® charterholder and holds Series 66 and Series 63 registrations, with five years of industry experience. She has been with Concorde Asset Management since 2023 and previously with Concorde Investment Services starting in 2022. Outside of her advisory role, Liu serves as a director for a nonprofit organization, Fly High Initiatives, and engages in financial literacy education through speaking engagements and online courses. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to various third-party asset managers. The firm builds client portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.

Daniel Lamb is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2015 and has operated as a self-employed financial professional since 2009. Outside of advising, Lamb serves as a trustee for VFW Post 2924 and treasurer for High Desert Marines, both nonprofit organizations, and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

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 66 and Series 63 licenses. His prior work includes roles at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.