Donna Gebhart is a financial advisor at Gebhart & Associates, Inc. in Fallbrook, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Gebhart & Associates since 1998. Outside of her advisory role, she is also licensed as an insurance agent offering life, health, disability, long-term care, and fixed annuities. Gebhart & Associates is a small registered advisory firm providing financial planning, modular consulting, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written financial plans and asset-class or diversified-portfolio recommendations rather than ongoing portfolio management.

Alvin Gebhart Jr. is a CFP® with 44 years of industry experience and is a principal at Gebhart & Associates, Inc. in Fallbrook, California, where he has worked since 1998. He has served on the Fallbrook Public Utility Board since 2006. In addition to his advisory role, he is also an insurance agent offering life, accident, health, property and casualty insurance, and fixed annuities. Gebhart & Associates is a small registered advisory firm that provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm delivers written financial plans and modular consulting with a focus on asset-class and diversified-portfolio recommendations rather than ongoing portfolio management.