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.

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.

Joshua Weygandt is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes positions at GWFS Equities, AltaOne Credit Union, LPL Financial, Allstate Insurance Company, and VALIC Financial Advisors. He serves as a Council Member at Large for Trinity Lutheran Church, participating in leadership decisions outside of business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Brian Moore is a financial advisor with Primerica Advisors in Apple Valley, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm’s approach includes curating third-party asset managers and utilizing a tiered wrap fee structure.

Martin Brander is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entity since 1997. Outside of his advisory role, he is involved with Gold Sentinel, Inc. in an administrative capacity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with Ameriprise financial advisors.

Ursuline Azul is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Stephen Watts is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LINSCO / Private Ledger Corp, now part of LPL Financial, since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.