Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.

Kayla Phillips is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She has worked at Purposeful Strategic Partners since 2025 and previously held roles at St. Clair Financial and RW Baird. Purposeful Strategic Partners serves individuals and small businesses, offering financial planning, investment management, business coaching, and retirement plan advising. The firm emphasizes strategic asset allocation with low-cost funds and ETFs, ongoing client education, and supports clients through a variety of engagement models, including subscriptions and assets-under-management.

Cody Darrow is a financial advisor with Darrow Wealth Group in Ontario, CA, holding a Series 65 designation and four years of industry experience. He previously worked with Ameritas Advisory Services and Capstone Partners. Darrow is also an independent licensed insurance agent. Darrow Wealth Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm typically directs client assets to third-party managers, creates tailored Investment Policy Statements, and offers ongoing planning supported by eMoney software and quarterly reviews.

Mark Deily is an advisor at RBA Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and serves as President and Manager of Deily & Company PC CPAs. Deily has prior experience at 1st Global Advisors Inc and maintains his CPA practice alongside his advisory role. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a goal-based approach and integrates fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage client assets.

Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.

Matthew Holland is a financial advisor with FOX & HOLLAND INVESTING LLC, holding a Series 65 designation and four years of industry experience. He is also a partner at Fox & Stephens, CPAs, where he provides accounting, tax, and consulting services to individuals, businesses, and organizations. FOX & HOLLAND INVESTING, LLC offers discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, and corporations. The firm combines customized investment strategies with coordination alongside clients’ attorneys and accountants, leveraging its affiliation with an accounting practice.

Alicia Arciniega is a financial advisor at Smart Investments Advisory Incorporated with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Western International Securities, Inc., in addition to her long tenure at Smart Investments Advisory Incorporated. Smart Investments Advisory Incorporated provides discretionary investment advisory services to individuals, businesses, institutions, and non-profit organizations, primarily focusing on personal and retirement accounts. The firm constructs portfolios based on client objectives and risk tolerance using mutual funds, ETFs, individual securities, and fixed-income investments, typically arranging implementation and custody through third-party brokerage platforms.

Shirley Coria is a financial advisor with Hawley Advisors, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Ni Advisors, Inc., Independent Financial Group, LLC, and NPB Financial Group, LLC. She also works as an independent financial operations consultant, providing operational assistance to other financial advisors. Hawley Advisors offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, utilizing a strategic asset allocation approach based on Modern Portfolio Theory with mutual funds and ETFs. The firm manages approximately $74.2 million in client assets across 59 households and provides quarterly performance reporting.

Gaetano Scalzo is a financial advisor at Claremont Financial Group, Inc., holding a Series 66 credential with five years of industry experience. His background includes roles at Capital Investment Group Inc. and multiple positions related to financial services and other industries. Claremont Financial Group provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on professionals, pre-retirees, and retirees. The firm uses third-party asset allocation platforms and independent managers while maintaining oversight of model selection and portfolio management under fiduciary standards.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

Eric Bergquist is a Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.

Mark Basile is a financial advisor with Legacy Investment Services, LLC in Rancho Cucamonga, CA, holding Series 65 and Series 63 credentials and 10 years of industry experience. His career includes roles at Legacy Financial and Insurance Services, WinGroup Financial, and as a sole proprietor. Basile also serves as an instructor at Pasadena City College. Legacy Investment Services provides advisory services primarily through fee-based management of fixed, indexed, and variable annuity products, with a focus on non-discretionary portfolio assembly and third-party money manager referrals. The firm manages over $47 million in non-discretionary assets and emphasizes annuity management rather than discretionary portfolio management.

Min Song is a CFP® professional with 19 years of industry experience. She has worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning since 2017, following nine years at TD Ameritrade Inc. 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 strategies including fundamental and technical analysis, modern portfolio theory, and options strategies, managing accounts primarily on a discretionary basis with quarterly reviews.

Rachel Bubb is a CFP® and ChFC® with eight years of industry experience. She is currently an advisor at KWB Wealth, where she has worked since 2020, and also maintains a role at LPL Financial. Outside of her advisory work, she has experience in agriculture, having worked as a farm hand for Eagle Hawk LLC. KWB Wealth provides discretionary asset management and financial planning services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm uses a multi-method investment approach that combines fundamental, technical, quantitative, cyclical, and qualitative analysis to manage approximately $1.23 billion across about 1,935 clients.

John Debiase III is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2012. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns and broad diversification, offering additional access to private real estate LLCs and private equity funds for qualified investors.

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.

Dave Boothe Jr. is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at TIAA-CREF Individual & Institutional Services, Charles Schwab and Co., Ameriprise Financial Services, and Northwestern Mutual. 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 a combination of fundamental and technical analysis alongside modern portfolio theory and manages accounts on a discretionary basis with regular reviews and reporting.

Mark Sharifi is a financial advisor at Legacy Investment Services, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Investment Services since 2007. Outside of his advisory work, he serves as president of a nonprofit organization, JJ Non-Profit. Legacy Investment Services provides fee-based advisory services primarily focused on managing fixed, indexed, and variable annuity products for individual clients. The firm emphasizes non-discretionary portfolio assembly within annuity contracts and refers clients to third-party money managers for portfolio management.

Ray Bartolome is a financial advisor at Falcon Wealth Planning, LLC in Ontario, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He previously worked at TD Ameritrade & Co., Inc. from 2016 to 2020 before joining Falcon Wealth Planning. 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 manages accounts primarily on a discretionary basis, applying various investment strategies and reviewing client accounts quarterly.

Quinn Carranza is a CFP® professional with four years of experience in financial advising, currently with Falcon Wealth Planning, LLC. Prior to joining Falcon, Quinn worked at Orora Packaging Company and Montecito Bank & Trust. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, including a Family Office service for clients with more than $5 million in assets. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory and manages client accounts on a discretionary basis with regular reviews.