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.

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.

Joseph Lyons is a CFP® with 19 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has experience with Hargrave & Associates, LLC dating back to 2006. TriCord Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, model portfolio management, and manager-of-managers services, employing a mix of fundamental, technical, and quantitative analysis within a structured investment process.

Lesley Hernandez is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 credential with four years of industry experience. Prior to joining TriCord Advisors in 2022, Hernandez worked at Walmart from 2018 to 2022 and was a student from 2012 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, along with high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and administrative services, tailoring strategies to clients’ objectives and using third-party managers on a client-by-client basis.

Brian Park is a financial advisor with Harvest Investment Services, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Harvest Investment Services since 2015 and previously at ProEquities Inc. Outside of his advisory role, he is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach, and disaster relief. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and charities through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing an actively managed tactical strategy with fundamental and technical analysis.

Daniel Goodman is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DEG Financial Services since 1997. Goodman has also been associated with Futurity First Insurance Group since 2021. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of approximately 97 advisors using a structured risk framework and diversified investment strategies.

Portia Jackson is a CFP® and holds a Series 66 license, with three years of industry experience. She joined Facet in 2023 and previously worked at PricewaterhouseCoopers and Jackson Ventures Inc. for a combined nine years. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic planning approach called Total Financial Life Resources (TFLR) and emphasizes technology-driven, discretionary investment management primarily using ETFs.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Logan Sadler is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with AlphaStar Capital Management and has held roles at Legacy Roots Wealth Management, BD Financial Group, and Ruggieri Financial & Insurance Services Inc. Outside of advisory work, he is involved with Ruggieri Financial & Insurance Services Inc., focusing part-time on insurance products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of model portfolios and advisor-directed strategies that include a diverse range of investment vehicles and employs third-party technology to support portfolio construction and ERISA-related plan services.

Russell Smith is a CFP® and ChFC® with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has held roles at Regulus Financial Group, Cetera, and Torimax Financial Group, where he serves as President and CEO. Outside of his advisory work, he leads Torimax Financial Group, a company involved in the sale of fixed deferred and immediate annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios covering various asset classes, with advisors selecting allocations and granting Regal discretionary authority to implement strategies on client accounts.

Luis Espinoza is a financial advisor at IP Financial Advisory Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including First Financial Equity Corporation and Espinoza Private Wealth Management, the latter being his own branding name for investment business. Outside of advisory work, he serves on the Board of Directors for the Desert Recreational District. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a broad range of financial and insurance consulting services.

Raymond Prospero is a financial advisor at Mariner Independent with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior work includes ten years at Merrill Lynch and two years at AdvicePeriod, LLC. He serves on the boards of Lifestream and Circle City Rotary. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm delivers services through independent advisers on the Mariner platform, offering portfolio management, access to model portfolios and third-party managers, as well as specialized planning and tax engagements.

Thomas Steele is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2021 and previously spent three years at Jack Keeter & Associates. Steele is also involved in executive services for small business owners through WPC Executive Services Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked exclusively within the Navy Federal organizations since 2013, including Navy Federal Credit Union and various Navy Federal Investment and Financial Group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, employing third-party portfolio managers and providing overlay services and a Private Wealth Consulting program for clients with $1,000,000 or more.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Axa Advisors, and Lincoln Financial Group. Tolson also maintains a role as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to customize portfolios based on clients’ objectives and risk tolerance.

Reese Kitchen is a financial advisor at AlphaStar Capital Management with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at BD Financial Group and held positions at Target and Petco. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies utilizing a range of investment vehicles and third-party portfolio technology.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Golden State Wealth Management since 2018 and has held roles at Renaissance Wealth Management and LPL Financial, LLC since 2017. Prior to his advisory career, he was involved with Canyon Crest Country Club and the University of California, Riverside. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement plan consulting, and access to third-party managers. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and model portfolios while primarily billing based on assets under management.

Scott Stephan is a financial advisor with Portside Wealth Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Townsquare Capital LLC, DFPG Investments, INC, and Allegis Investment Services. Outside of advising, he is president of Forethought Medical Resources, LLC, a company that distributes medical instruments and supplies for surgery. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, using a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Damon Friedman is a CFP® professional with 13 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2021 and previously spent five years with an independent financial group. Outside of advising, he is a co-owner of Caliber Pacific Construction, a general contracting business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Thomas Elsea is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has eight years of industry experience. He has worked at Transamerica Financial Advisors and Wfgia since 2018. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through a variety of proprietary and third-party model portfolios, with discretionary and non-discretionary program options.