Brandon Morton is a CFP® professional with one year of industry experience, currently serving at Financial Designs Corporation in Claremont, CA. He has been with Financial Designs Corp. since 2008. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm follows an active management approach and offers tailored financial planning and asset allocation services, managing portfolios primarily through its own wrap fee program.

Scott Smith is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Gould Asset Management LLC since 2004. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and other institutional clients. The firm’s approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, employing both public-market strategies and access to private investments for qualified clients.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Faith Lee is a financial advisor at Syndicated Capital, Inc. in Brea, CA, holding a Series 63 designation with 27 years of industry experience. She has been with Syndicated Capital since 2003. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized advisory programs tailored to each client’s objectives, risk tolerance, and time horizon.

Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving Falcon Wealth Planning, LLC. He has held leadership roles in affiliated businesses, including Falcon Wealth Tax Services and the Financial Community Education Foundation, where he provides community education seminars to help individuals understand complex financial products. Shahin’s background also includes involvement in property management through Falcon Empire Properties, LLC and Falcon Wealth Properties, LLC. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office for clients with over $5 million in assets. The firm utilizes a combination of fundamental and technical analysis, modern portfolio theory, and a range of trading strategies, with client accounts reviewed and reported quarterly.

Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.

Cherie Wang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Valley Wealth Strategies, LLC. She has previously worked with LPL Financial, LLC and National Planning Corporation. Outside of advisory work, she teaches at Cerritos College and is a certified notary public. Valley Wealth Strategies, LLC advises individuals, families, trusts, and various organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach and manages over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Faramarz Amiri is a financial advisor with Secura Financial in Orange, CA. He has over a decade of experience in the financial services industry, including roles at World Financial Group, Inc. and New Century Financial Alliance & Insurance Solutions, where he also works as an insurance agent. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a range of clients, including individuals and institutions. The firm employs strategies based on fundamental and cyclical analysis and uses a variety of investment techniques, including option writing and derivatives, while also offering third-party manager placements and co-advisory services.

Matthew Shahin is a CFP®-certified financial advisor with 11 years of industry experience. He joined Falcon Wealth Planning, LLC in 2024 after spending eight years at The Vanguard Group, Inc. Shahin holds Series 63 and Series 65 licenses and is based in Ontario, CA. 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 over $5 million in assets. The firm employs fundamental and technical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis and reviewing client portfolios at least quarterly.

Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.

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 in Claremont, CA, holding a Series 65 designation. He has 24 years of prior experience with Wells Fargo before joining LifeSteps Financial in 2024. LifeSteps Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses Modern Portfolio Theory with a tactical asset allocation overlay and emphasizes ETFs for portfolio implementation, offering features such as an in-house bill-pay service and access to third-party managed accounts.

Randy Barkley is a CFP® with 25 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has a longstanding affiliation with Liberty Group, LLC. Outside of his advisory role, Barkley is a licensed real estate and insurance agent and holds a wholesale auto dealer license. TriCord Advisors serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services including discretionary portfolio management, model portfolios, and manager-of-managers solutions, employing a mix of fundamental, technical, and quantitative analysis in its investment process.

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.

Jeremiah Lee is a financial advisor with TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation and five years of industry experience. Prior to joining TriCord Advisors in 2020, he worked at Best Best & Kreiger LLP for six years. He is also the owner and operator of TriCord Legal Services, Inc., a law firm specializing in estate planning and business-related legal services. TriCord Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, model portfolio management, financial planning, and pension consulting. The firm utilizes a manager-of-managers approach and combines fundamental, technical, and quantitative analysis in its investment process.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Patricia Gomez is a financial advisor at CPR Investments Inc with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Advisors National, LLC and Kaiser Permanente. In addition to her advisory role, she is self-employed as an insurance agent, tax preparer, and notary public. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager approach that emphasizes tactical and absolute-return strategies to manage risk and provides a broad range of financial products through affiliated sales activities.