Micki Hicks is a financial advisor at The Leonard Financial Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. The Leonard Financial Group serves individual clients, including high-net-worth and non-HNW households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services, utilizing a formal planning process combined with portfolio management that includes advanced trading strategies and regular account reviews.

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 17 years of industry experience. She holds a Series 66 designation and has worked previously with LPL Financial and Western International Securities, Inc. She has been associated with Smart Investments Advisory Incorporated since 2006. Smart Investments Advisory Incorporated serves primarily individual, non–high-net-worth clients, managing approximately $82 million for about 210 clients. The firm combines portfolio management with broker-dealer activities and insurance product sales, offering a range of services through a small team of three professionals.

James Cobb is a Certified Financial Planner® with 20 years of experience at Investment Counselors of Redlands LLC, where he has worked since 2006. He holds a Series 65 license and is based in Redlands, California. Outside of his advisory role, he serves as a classified substitute for the Redlands Unified School District and is an assistant coach for the Redlands High School mock trial team. Investment Counselors of Redlands LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm focuses on long-term holdings primarily using mutual funds, closed-end funds, and ETFs selected through fundamental analysis and third-party research, with tailored services including retirement projections and client-imposed restrictions.

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.

Joel Hendriks is the sole advisor at Cedar Ridge Investment Management LLC in Redlands, CA, holding a Series 63 designation with one year of industry experience. He has been involved with Prospect Financial Solutions LLC since 2012, where he serves as CEO overseeing tax preparation and planning services. Additionally, he manages Prosect Payroll LLC, a payroll service bureau. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a quantitative and fundamental investment process, manages both discretionary and non-discretionary accounts without accepting commissions, and maintains formal compliance controls.

Karl Hicks is a CFP® with 21 years of industry experience and has been with The Leonard Financial Group, LLC since 2003. He holds a Series 65 license and is based in Riverside, CA. The Leonard Financial Group serves individual clients, including both high-net-worth and non-high-net-worth households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services using a formal planning process combined with portfolio management that incorporates tactical and strategic tools such as option strategies and short sales.

Mark Basile is a financial advisor with Legacy Investment Services, LLC, holding Series 65 and Series 63 credentials and with 10 years of industry experience. He has worked with Legacy Financial and Insurance Services since 2020 and previously served at WinGroup Financial, LLC. In addition to his advisory roles, Basile is an instructor at Pasadena City College. Legacy Investment Services provides fee-based management primarily focused on annuity products and refers clients to third-party money managers. The firm emphasizes non-discretionary portfolio assembly within annuity contracts and regular client approval before transactions.

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 seven years of industry experience. She has been with KWB Wealth since 2020 and is also affiliated with LPL Financial. Outside of her advisory work, she has experience working in agricultural roles. KWB Wealth is a team-based firm providing discretionary asset management and financial planning services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm manages approximately $1.23 billion with a multi-method investment approach that includes fundamental, technical, quantitative, cyclical, and qualitative analysis.

Luz Curiel is a financial advisor at Kilter Group with a Series 65 credential and three years of industry experience. She has previously worked at Invst LLC, Challenger Wealth Management, and Morgan Stanley. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting.

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 with Legacy Investment Services, LLC in Rancho Cucamonga, CA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Legacy Investment Services since 2007 and holds leadership roles outside of advisory work, including serving as president of a nonprofit organization since 2004. Legacy Investment Services primarily provides fee-based advisory services for fixed, indexed, and variable annuities to individual clients, focusing on non-discretionary portfolio assembly and management, with client accounts often placed with third-party money managers.

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.

Adele Canetti is a financial advisor at American Money Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has been with American Money Management since 2008. Outside of her advisory work, she owns and operates Dollar Book Fair, a used bookstore in Buena Park, California. American Money Management provides discretionary portfolio management to individuals, pension plans, trusts, corporations, and other entities, offering tailored asset-allocation strategies managed by an investment committee. The firm integrates fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.

Quinn Carranza is a CFP® professional with four years of experience, currently serving at Falcon Wealth Planning, LLC. Prior to joining Falcon, Quinn worked at Orora Packaging Company and Montecito Bank & Trust. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm manages accounts on a discretionary basis, employing fundamental and technical analysis alongside modern portfolio theory, and offers services including ongoing portfolio management, comprehensive financial planning, and a Family Office for clients with over $5 million in assets.

Marc Melendez is a CFP® professional at Falcon Wealth Planning, LLC with two years of industry experience. Prior to joining Falcon, he worked for Invert Environmental Consultants for three years. Outside of financial advising, he operates an independent notary business called Notary Pro. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with more than $5 million under management. The firm utilizes a range of strategies including fundamental and technical analysis, and manages accounts on a discretionary basis with regular quarterly reviews.

Laura Barkley is a financial advisor at TriCord Advisors, Inc. with one year of industry experience. She holds the Series 65 designation and has previously worked with the Specialty Coffee Association and Cal Lutheran University. TriCord Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, model portfolio management, manager-of-managers services, financial planning, and pension consulting. The firm employs a blend of fundamental, technical, and quantitative analysis within a structured investment process monitored quarterly.

Zackary Royce is a CFP® with seven years of industry experience, currently serving at Falcon Wealth Planning, LLC. He has worked at Falcon since 2018 and previously spent time at Beacon Pointe in 2017. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with over $5 million in assets. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, with client accounts reviewed quarterly.

Michael Caster II is a CFP® professional with 12 years of industry experience. He has worked at The Vanguard Group, Inc. from 2011 to 2023 and has been with Falcon Wealth Planning, LLC since 2025. 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 under management. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing accounts typically on a discretionary basis with regular reviews.