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.

Randy Barkley is a CFP® with 25 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has a longstanding affiliation with Liberty Group, LLC. Outside of his advisory role, Barkley is a licensed real estate and insurance agent and holds a wholesale auto dealer license. TriCord Advisors serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services including discretionary portfolio management, model portfolios, and manager-of-managers solutions, employing a mix of fundamental, technical, and quantitative analysis in its investment process.

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.

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.

Crystal Kozlak is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Brooklyn FI, LLC since 2025 and previously was associated with Falcon Wealth Planning. Prior to her financial advisory career, she worked for several years with animal welfare organizations, including The Humane League and Animal Place. Brooklyn FI provides household-level investment management, financial planning, and retirement-account advisory services to individual and high-net-worth clients. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive client reporting.

Robert Duncan is a CFP® with 16 years of experience in the financial services industry. He has held roles at Simmons Capital Group, Steward Advisors Group, Global Impact Wealth Management LLC, The Baptist Foundation of California, and the International Mission Board. Steward Advisors Group is a registered investment adviser that serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based values into its investment process and offers tailored portfolio management alongside financial planning and advisory services on tax, insurance, and estate matters.

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.

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.

Manuel Beltran Zuniga is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MissionSquare in 2025, he worked at Bank of America, Merrill, and Wells Fargo in various capacities from 2015 to 2025. Outside of his advisory role, he is an equal owner of Las Altenitas, LLC, an ice cream shop in Rialto, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds Series 63 and Series 66 credentials and has held prior roles at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of his advisory work, he is involved in fixed indexed annuities and life insurance through several independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm offers asset management, financial planning, and portfolio appraisal services to individual, corporate, and charitable clients, employing a range of investment strategies and third-party management programs.

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.

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.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously spent nine years at Woodbury Financial Services. Outside of his advisory role, he is involved in medical and Medicare health insurance sales through multiple agencies. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, integrating advisory services with affiliated broker-dealer and insurance activities.

Tamrin Razo is a Series 66-credentialed advisor with The AmeriFlex Group and has been with the firm since 2023. Prior to AmeriFlex, Tamrin worked at Hopkins Wealth Management Group for 16 years and had shorter tenures at Independent Financial Group and Cambridge Investment Research. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using various model-based and discretionary strategies.