Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. 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 uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Sheri Strain is a financial advisor at B.B. Graham & Company, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at B.B. Graham & Company during multiple periods since 2018, with prior roles at Farmers Financial Solutions and National Planning Corporation. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and small businesses. The firm manages approximately $322 million and employs a combination of fundamental and technical analysis across various asset classes, offering both discretionary and non-discretionary management.

Brian Park is a financial advisor at Harvest Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvest since 2015. Prior to that, he was with ProEquities Inc. from 2014 to 2018. Outside of his advisory role, Park is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach efforts, and disaster relief. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers customized portfolio management and financial planning through active tactical strategies, supporting clients with ongoing monitoring, rebalancing, and ERISA investment management when engaged.

Cory Griffiths is a CFP® with six years of industry experience, currently serving as a financial advisor at Falcon Wealth Planning, LLC. He has worked at Fleming's and Primerica Financial Services, as well as earlier roles including Paul Martins and TGI FRIDAYS. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with over $5 million in assets. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing portfolios on a discretionary basis with regular client reviews.

Randall Francis is a CFP® professional with eight years of experience in financial advising. He currently works at Pacific Capital Wealth Advisors, where he has been since 2020, following prior roles at LPL Financial and a sole proprietorship. His background also includes work at Brigham Young University in various capacities. Pacific Capital Wealth Advisors serves high-net-worth clients, including families, trusts, and charitable organizations, providing discretionary investment management and comprehensive financial planning. The firm utilizes a disciplined asset management process and offers a proprietary Financial Life Inspection® program alongside portfolio management services.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.

Bruno Krenn is a financial advisor at Pacific Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc and Thrivent Financial. Outside of his advisory work, he operates as a sole proprietor in an investment-related capacity, including activities as an insurance agent. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process that includes portfolio analysis, ongoing monitoring, and rebalancing, and it offers a proprietary Financial Life Inspection® planning program.

Tanya Tong is a financial advisor with Legacy Investment Services, LLC in Rancho Cucamonga, CA, holding a Series 65 designation and with 2 years of industry experience. She has worked with Legacy Investment Services since 2023 and is also involved in insurance sales through Legacy Financial and Insurance Services LLC. Legacy Investment Services primarily serves individual clients by managing fixed, indexed, and variable annuity products on a non-discretionary basis and refers clients to third-party money managers. The firm focuses on annuity management and does not engage in discretionary portfolio management or provide in-house financial planning.

Ricky Perez is a financial advisor with Falcon Wealth Planning, LLC, holding a Series 65 designation and two years of industry experience. He has been with Falcon Wealth Planning and its affiliated entities since 2021. 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 employs a range of investment strategies, including fundamental and technical analysis, modern portfolio theory, and options trading, with client accounts reviewed and reported quarterly.

Leala Ruangtragool is a financial advisor with CSP Financial Group LLC and holds a Series 65 designation. She has been active in financial and related entrepreneurial activities since 2017, including operating as a sole proprietor and involvement with Thai Ventures 002, LLC. Her experience also includes a role at the Public Health Institute. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, asset allocation, and annual reviews, utilizing third-party managers such as Matson Money to implement model allocations.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

Donald Gould is a Series 63-licensed advisor with Gould Asset Management LLC in Claremont, CA, where he has worked since 1999, totaling 24 years of industry experience. He serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts, also offering access to non-public real estate LLCs and private equity funds. The firm emphasizes long-term, risk-adjusted returns with broad diversification and cost management, and it distinguishes itself through performance-based fees on certain illiquid real estate investments and unique private investment opportunities.

Chelsea Pittman is a Series 65-licensed advisor with Abraham & Co., Inc., bringing one year of industry experience. She has held prior roles in the technology sector, including positions at Dropbox and Freshworks. Outside of her advisory work, she continues to work full-time as an Account Executive at Dropbox, focused on software sales to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles combined with various analytical methods to develop diversified fixed-income, income-oriented, balanced, and growth strategies.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

Rachel Vonbank is a financial advisor at Falcon Wealth Planning, LLC with seven years of industry experience. She holds a Series 65 credential and has worked with Falcon Wealth Planning in various capacities since 2016. In addition to her advisory role, she is a licensed attorney in the State of Minnesota but does not currently receive compensation for legal work. 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 a combination of fundamental and technical analysis and modern portfolio theory, managing accounts on a discretionary basis with regular client reviews and custodial reporting.

Vincent Tropea is a CFP® credentialed advisor with 32 years of industry experience. He is currently with RBC Securities, Inc and has worked previously at City National Securities, Inc for 16 years. RBC Securities, Inc provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Thomas Chronis is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and two years of industry experience. He has worked with Thrivent Investment Management Inc and PKS Investments and serves as Vice President and Partner of IEFC, LLC, where he oversees finances and hiring for Concours Capital Advisors. Chronis also has experience selling fixed insurance contracts. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Raz Bracha is a CFP®-certified financial advisor with eight years of industry experience. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent, among others. Bracha also owns several financial and advisory-related businesses. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various asset allocation models and discretionary manager relationships.

Felipe Diaz is a financial advisor with Verity Asset Management holding a Series 65 designation and over 10 years of experience in the industry. His background includes roles at Teacher's Pension & Insurance Services, INC., School Retirement Services, and FGD Financial & Insurance Solutions. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion and serving individual investors, retirement plan sponsors, institutional clients, and other advisers. The firm utilizes a largely model-based investment process with tactical asset allocation and offers discretionary portfolio management, retirement consulting, and sub-advisory services.