Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Phillip Gorian is a financial advisor with Gorian Investments in San Bernardino, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wilshire Capital Group, Oaktree Brokerage, Unitedhealthcare, and other firms. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing approximately $26 million across about 25 client relationships with primarily non-discretionary accounts.

Page Khalajestani is the sole advisor at Pakha Investment Advisory in Redlands, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has led the firm since 2014. Outside of his advisory role, Khalajestani is also a painter and artist, dedicating time monthly to his art business. Pakha Investment Advisory provides fee-based investment advisory and financial planning services to individuals and pension and profit-sharing plans. The firm offers discretionary portfolio management with a tactical allocation approach, pension consulting, compliance support, a client newsletter, and educational retirement seminars.

Burton Williamson is a CFP® professional with 20 years of industry experience, currently serving at Lindsey Financial, Inc. since 2025. Prior to this, he worked at PlanPrep, LLC for 18 years. He is also a published author, a non-investment activity he has maintained since mid-2024. Lindsey Financial, Inc. provides fee-based financial planning to individual and corporate clients, focusing on tailored plans rather than direct investment management. The firm operates with two advisors and refers clients to third-party money managers for portfolio implementation.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 credential and two years of industry experience. She has worked at Teach Plan Retire, AEL Wealth Management, and One Pacific Financial Strategies. Outside of advising, she owns a business selling products related to spiritual healing and also works as a personal shopper. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm employs a combination of passive and active investment strategies tailored to clients’ goals and risk tolerances and offers comprehensive services including financial planning, investment management, tax preparation support, and employee benefit plan consulting.

Paul Hensler is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with CORE Financial Advisors since 2003 and also associated with Purshe Kaplan Sterling Investments since 2013. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs a combination of fundamental and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating automated tools alongside traditional consulting.

Forest Fox is a financial advisor at Fox & Holland Investing LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fox Investing and Fox & Stephen CPA's Inc, where he was a partner for over three decades. Fox also maintains his CPA credentials and spends a significant portion of his time providing tax and accounting services. Fox & Holland Investing LLC provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporations. The firm offers customized investment allocations with a focus on individual equities, fixed income, ETFs, and mutual funds, coordinating closely with clients’ attorneys and accountants.

Richard Mc Burney is a Series 65-licensed financial advisor at CORE Financial Advisors in San Bernardino, CA, with seven years of industry experience. He has been with CORE Financial Advisors since 2018 and previously worked at BYU-Idaho and its University Store. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, providing portfolio management, financial and pension consulting, and access to an institutional automated portfolio platform. The firm employs fundamental and cyclical analysis with a range of investment vehicles, combining automated tools and traditional advisory services.

Andrew Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with CORE Financial Advisors since 2013 and is also a partner and owner of the firm. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, offering portfolio management, financial and pension consulting, and access to an institutional automated portfolio program. The firm employs a mix of fundamental and cyclical analysis across various investment vehicles and combines automated platform tools with traditional advisory services.

William Lindsey is a financial advisor with Lindsey Financial, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has led Lindsey Financial Group since 1998. Outside of his advisory role, Lindsey is involved in several business ventures including commercial farming through Miracle Acres Farm and operating mobile office rentals via Serenity Take Me Away LLC. Lindsey Financial, Inc. provides fee-based financial planning focused on individual and corporate clients, emphasizing tailored plans without managing investment accounts. The firm uses a structured five-step planning process and refers clients to third-party money managers for portfolio implementation.

Robert Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and CORE Financial Advisors since 2013. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental and cyclical analysis across various investment vehicles and offers services including portfolio management, financial and pension consulting, and access to automated portfolio platforms.

Matthew Holland is a financial advisor with FOX & HOLLAND INVESTING LLC, holding a Series 65 designation and four years of industry experience. He is also a partner at Fox & Stephens, CPAs, where he provides accounting, tax, and consulting services to individuals, businesses, and organizations. FOX & HOLLAND INVESTING, LLC offers discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, and corporations. The firm combines customized investment strategies with coordination alongside clients’ attorneys and accountants, leveraging its affiliation with an accounting practice.

Rachel Bubb is a CFP® and ChFC® with seven years of experience in financial advising. She currently works at KWB Wealth and has prior experience with LPL Financial, LLC. Outside of her advisory role, she has worked as a farm hand at Eagle Hawk LLC. KWB Wealth serves individual and high-net-worth clients by providing discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored, client-focused process and employs a range of investment strategies and analysis techniques to manage core portfolios consisting of individual stocks, ETFs, mutual funds, and other public securities.

Diana Sailler is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 19 years of industry experience. She has been with KWB Wealth since 2020 and has worked at LPL Financial LLC since 2005. Sailler also serves in a fiduciary capacity for a family trust. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a range of asset-allocation strategies and investment approaches, combining fundamental, technical, quantitative, and qualitative analysis to tailor advice based on each client's financial situation and goals.

Steven Gormley is a financial advisor with KWB Wealth in Redlands, CA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with KWB Wealth since 2020 and has also worked at LPL Financial since 2009. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a range of strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other securities while providing ongoing monitoring and rebalancing.

Quentin Bubb is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at KWB Wealth since 2020 and has been affiliated with LPL Financial since 2015. Outside of advisory work, he is employed as an assistant property manager. KWB Wealth provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a tailored investment approach using a variety of asset-allocation strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other public securities while incorporating both long- and short-term trading methods.

Ricardo Salinas is a financial advisor with KWB Wealth in Redlands, CA. He holds a Series 66 designation and has been with KWB Wealth since 2024. Prior to joining the firm, he held positions in education at California State Polytechnic University Pomona, College of ENV, Citrus College, and Covina High School. KWB Wealth advises individuals, including high-net-worth clients, providing discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a variety of asset-allocation strategies and a broad investment toolkit, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Leslie Carnahan is a financial advisor at KWB Wealth with a Series 66 credential and one year of industry experience. Prior to joining KWB Wealth and LPL Financial, Leslie worked in education and the food service industry, including roles at Packinghouse Christian Academy and Caprice Cafe. Leslie continues to be involved with Caprice Cafe, a business outside the investment industry. KWB Wealth advises individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment strategies and analytical approaches, tailoring advice based on client goals and risk tolerance.

Kerrick Bubb is a financial advisor with LPL Financial based in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 1996 and leads KWB Wealth, an independent advisory firm he established in 2020. Outside of his advisory work, he owns and operates a citrus grove in Redlands. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.