Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Jamil Abdullah is a financial advisor at Falcon Wealth Planning, LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. His work history includes roles at Falcon Wealth Planning, Vance Wealth Management, EF Legacy Securities, and Edelman Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals—including high-net-worth clients—charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory and offers services such as portfolio management, comprehensive financial planning, and a Family Office offering.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.

Robert Cardenas is a financial advisor at LifeSteps Financial with a Series 65 credential and over 24 years of industry experience. Prior to joining LifeSteps Financial in 2024, he worked at Wells Fargo from 1999 to 2023. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory, financial planning, bill payment and reconciliation, and a short-term cash management program for high-net-worth clients.

Kenneth Vendley is a CFP® with 22 years of industry experience, currently serving at Falcon Wealth Planning, LLC. He spent over two decades at Farmers Financial Solutions LLC and Farmers Insurance Group. Vendley is also president of Kenneth Vendley Insurance Agency Inc., an Oregon-based insurance agency with limited activity. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with more than $5 million under management. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies to manage discretionary accounts, which are reviewed and reported quarterly.

John Heitkemper is a CFA® charterholder with 11 years of industry experience. He is currently with Gould Asset Management LLC and previously worked at R Squared BM LLC, Tortoise Credit Strategies, LLC, and Bradford & Marzec, LLC. Gould Asset Management provides discretionary investment management for individuals, institutions, retirement plans, trusts, and similar entities, offering access to non-public real estate LLCs and private equity funds for qualified investors. The firm focuses on long-term, risk-adjusted returns through diversified investments and employs performance-based fee structures for certain illiquid real estate investments.

Virginia Havens is a financial advisor with Ministry Partners Securities, LLC in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ministry Partners Securities since 2012 and previously worked at Merrill from 2005 to 2006. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and retirement plan participants, offering comprehensive financial planning that integrates clients’ religious or ethical values into investment strategies. The firm refers clients to third-party asset managers while providing ongoing advice and monitoring those relationships.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Russell Hall is a CFP® professional with 19 years of experience in financial advising, currently serving at Eclectic Associates, Inc. since 2007. He is based in Fullerton, CA, and works within an 11-advisor team at the firm. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and employs diversified portfolios based on Modern Portfolio Theory with a fiduciary duty on retirement accounts.

Christopher Carreon is a financial advisor at Falcon Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual, Integrated Wealth Concepts, Lake Avenue Financial, and Compass Financial Planning. Prior to his career in finance, he spent over a decade at Lowes Home Improvement. Falcon Wealth Planning provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with more than $5 million under management. The firm employs fundamental and technical analysis along with modern portfolio theory and offers discretionary account management with regular client reviews.

Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

Kyle Douthit is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His work background includes roles at Lincoln Investment and various companies outside financial services. Outside of advising, he creates video content for JMK Ride, a skating-related brand. K2 Financial operates as a registered investment adviser with a team of eight advisors managing approximately $191.6 million. The firm offers wealth management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio strategy with a focus on diversified investments including mutual funds, ETFs, and third-party managers.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Daniel Baker is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Trinity Capital Management, LLC since 2013, working as part of a five-advisor team based in Rancho Cucamonga, CA. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with advanced planning, utilizing an academically informed, factor-based investment approach focused on global diversification and targeted risk-premium exposures.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Omar Velasco is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Lincoln Investment and AAA Life Insurance Company. Outside of advisory services, he manages a residential real estate investment business focused on acquiring, fixing, and flipping properties. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for nearly 400 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a diversified mix of investment vehicles and a documented policy on artificial intelligence tools.

Pietro Lombardi is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He has worked at Falcon Wealth Planning, LLC since 2022 and previously spent 13 years with E*Trade Capital Management and E*Trade Securities. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with assets over $5 million. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies while managing accounts primarily on a discretionary basis.

Henry Ford Jr. is a financial advisor at LifeSteps Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeSteps Financial since 2010, following prior roles at Concert Wealth Management, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he serves as a director on the board of LifeSteps Bank and Trust, contributing to business planning and credit committee activities. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in assets for individuals, high-net-worth clients, trusts, businesses, and retirement plan participants. The firm focuses on asset allocation and diversification using ETFs, with additional services such as bill payment and a short-term cash management program tailored for high-net-worth clients.

Rahmatullah Tameez is a financial advisor with Legacy Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Legacy Investment Services since 2014 and also serves as a professor at Fullerton College and California State University San Bernardino. In addition to his advisory role, he is involved in insurance services through Legacy Financial & Insurance Services. Legacy Investment Services provides advisory services primarily through fee-based management of fixed, indexed, and variable annuity products, focusing on non-discretionary portfolio assembly within annuity contracts and referrals to third-party money managers. The firm manages approximately $47.7 million in non-discretionary assets and emphasizes annuity account monitoring and third-party oversight rather than discretionary portfolio management.

Ryan Perry is a CFP® professional with 16 years of industry experience. He is currently with Falcon Wealth Planning, LLC, where he has worked since 2021. Prior to that, he was associated with Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including high-net-worth clients. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory and offers a Family Office service for clients with over $5 million in assets.