Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Luz Curiel is a financial advisor at Kilter Group with a Series 65 designation and four years of industry experience. She has worked at Kilter Group since 2024 and previously held roles at Invst LLC and Challenger Wealth Management. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management along with financial planning and pension consulting services.

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis alongside third-party manager due diligence.

Hiroshi Mizutani is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at International Assets Investment Management, LLC, Western International Securities, Inc., Merrill, Citigroup Global Markets, and Citicorp Investment Services. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and a network of independent representatives, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party referrals.

Allison Kapadia is a financial advisor at K2 Financial Inc. with nine years of industry experience. She holds a Series 66 designation and has held positions at Lincoln Investment and Legend Advisory, LLC. In addition to her advisory role, she is a 25% owner and tax preparer at Krellwitz, Kurimoto & Associates, managing firm operations and preparing tax returns for clients. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, stocks, bonds, options, and third-party managers, and operates affiliated businesses including a tax-preparation practice and an insurance agency.

Travis Bettfreund is a financial advisor at K2 Financial Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bettfreund is a co-owner and director of advisors at K2 Financial and has ownership interests in related affiliated entities. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for about 393 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 range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Rene Rodriguez is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Legend Group before joining Lincoln Investment and K2 Financial Inc. Outside of his advisory work, he is the owner of a website for music enthusiasts and is active as an artist. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning, custom portfolios, model portfolios, and third-party manager access.

Stephen Kagawa is a financial advisor with Syndicated Capital, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Intersecurities, Inc. and the Stephen Kagawa Agency. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, which oversees multiple subsidiaries in insurance, wealth resources, investment services, and consulting. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized investment programs primarily using publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerances.

Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.

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.

Matthew Phillips is a CFP® professional with nine years of experience in financial advisory services. He is associated with Lincoln Investment and also serves as an Investment Adviser Representative at K2 Financial. His background includes roles at Legend Advisory LLC and Waddell & Reed Inc., as well as work in the rideshare industry with LYFT and UBER. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering financial planning, custom and model portfolios, and access to third-party managers through both discretionary and non-discretionary account services.

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.

Patrick Egan is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Coordinated Wealth Management, LLC and Western International Securities, Inc. Prior to his advisory roles, he practiced as a licensed tax preparer for 25 years. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, managing approximately $552 million through a team of advisors and independent representatives.

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.

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.

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.

Jacob Gorman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and K2 Financial. Outside of his advisory work, he serves as treasurer for the Rotary Club of Glendora, managing financial reporting and processing donations for the nonprofit. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, providing a range of financial planning and investment management services through both advisor-managed and programmatic strategies.

Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc. in Monrovia, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at firms including Creative Benefits, Inc., Ameritas Life Insurance Corp, and PRUCO Securities, LLC. Juloya is also involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm constructs customized investment programs using equities, ETFs, fixed income, and mutual funds tailored to clients’ objectives, risk tolerance, and time horizons.

Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.