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.

Henk Fischer is a financial advisor with Diligent Investors, LLC in Redlands, CA, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Diligent Investors and M.S. Howells & Co. since 2016. Fischer is also involved with Southwest Annuities Marketing, advising clients on fixed annuities. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by offering financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, with a notable use of derivatives and leverage in some separately managed accounts.

James Wilson is a financial advisor with Diligent Investors, LLC in Redlands, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Diligent Investors and M.S. Howells & Co. since 2016. In addition to his advisory role, Wilson advises clients on fixed annuities through a marketing arrangement. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by providing financial planning, consulting, and comprehensive portfolio management. The firm employs proprietary asset allocation models and fundamental security analysis to create personalized portfolios, managing over $660 million in discretionary assets for more than 760 clients.

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 Jr. is a Series 66-licensed advisor with KWB Wealth, where he has worked since 2024. He has one year of industry experience and has held teaching roles at California State Polytechnic University Pomona and Citrus College. KWB Wealth provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a multi-method investment approach with discretionary portfolio management, incorporating fundamental, technical, quantitative, cyclical, and qualitative analysis.

Leslie Carnahan is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and one year of industry experience. Prior to joining KWB Wealth and LPL Financial in 2024, Leslie worked in education and the food service industry, including roles at Packinghouse Christian Academy and Caprice Cafe, which she continues to be involved with. KWB Wealth manages approximately $1.23 billion for nearly 1,935 clients through discretionary asset management and financial planning services. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative, cyclical, and qualitative analyses, serving individuals, high net worth clients, trusts, and corporate entities.

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.

Aaron Garcia is a financial advisor with KWB Wealth, holding a Series 66 designation and three years of industry experience. He has worked at several firms including LPL Financial LLC, Prudential, and Northwestern Mutual. KWB Wealth is an independent advisory firm serving individuals, high net worth clients, trusts, and pension and corporate clients. The firm manages approximately $1.23 billion using a multi-method investment approach and discretionary portfolio management across a variety of asset classes.

Michael Razzouk is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2009 and joined KWB Wealth in 2020. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored investment approach that incorporates various asset-allocation strategies and analytical methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Claire Lucchese is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with KWB Wealth in Redlands, CA, where she has worked since 2021, and has prior experience at LPL Financial and D.A. Davidson & Co. KWB Wealth serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach incorporating various asset-allocation strategies and analysis methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Charles Painter II is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Painter, Smith & Gorian, Inc. for 40 years before joining Prospera and Painter, Smith and Amberg Inc. in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Jeffrey Amberg is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Painter, Smith & Gorian Inc. for 26 years. He serves as a board member and Finance Committee member at Immanuel Baptist Church. Prospera Financial Services, Inc. is a multi-team firm serving individuals—including high-net-worth clients—corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through various advisory and financial planning platforms, utilizing a mix of firm models, third-party sub-advisers, and customizable allocations.

Wendall Corley is a financial advisor with Gradient Securities, LLC in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gradient Securities since 2016. Outside of his advisory role, Corley is also licensed as an insurance agent, engaging in insurance sales on a limited basis. Gradient Securities, LLC (doing business as Gradient Wealth Management) offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while providing ongoing monitoring and client review.

Amy Ochs is a financial advisor with Prospera Financial Services, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to joining Prospera, she worked at Wells Fargo Advisors for seven years and Anderson Clinical Research for five years. Prospera Financial Services, Inc. is a multi-team firm that serves individual, corporate, charitable, and retirement plan clients. The firm manages approximately $12.4 billion through over 200 advisors, offering investment advisory and financial planning services across various platforms and delivery vehicles.

Thomas Dawes Jr. is a financial advisor with MissionSquare Retirement in Yucaipa, CA, holding Series 65 and Series 63 licenses and possessing 25 years of industry experience. His prior work includes roles at TIAA-CREF and Faith Electric. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates model portfolios developed by Morningstar Investment Management.

Joan Hsu is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining Prospera. She holds Series 63 and Series 66 licenses. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple delivery platforms and combines firm models, third-party sub-advisers, and customizable allocations to manage client portfolios.

Kallie Rawson is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Painter, Smith and Gorian Inc. for 12 years before joining Prospera in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

Jon Fenster is a financial advisor with Private Management Group Inc in Redlands, CA, holding a Series 65 designation and 19 years of industry experience. He has worked at Private Management Group since 2025 and concurrently serves as a limited liability partner at Fenster & Fenster CPA's LLP, where he is involved in accounting and tax preparation services. Fenster has prior experience with J.J.F. Investments, Inc., where he worked from 2006 to 2024. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs individualized portfolios using fundamental analysis and a combination of longer-term strategic frameworks with shorter-term tactical adjustments, investing across a broad range of instruments while emphasizing active client input.

David Smith is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Prospera, he worked for Painter, Smith & Gorian, Inc. for nearly three decades. He serves as a board member of the East Valley Water District. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management.

Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc for six years and Hangar 24 Brewery LLC for seven years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.