Nihar Shah is a financial advisor at Shah Wealth Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Ameriprise, Capital Group, and Fidelity Investments. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm employs a long-term, fundamental-analysis approach and incorporates a range of investment options such as mutual funds, ETFs, individual equities, and alternatives tailored to each client’s goals and risk profile.

Maria Ojeda Partida is a financial advisor at Shah Wealth Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 15 years. Shah Wealth Advisors provides personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental analysis approach to portfolio construction, tailoring allocations to client goals and risk tolerance with a range of investment options including mutual funds, ETFs, individual equities, and suitable alternatives.

Reid Abedeen is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and is also associated with Woodland Financial Services, Inc. Abedeen offers insurance products to clients through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships, employing a fundamental-analysis investment process with a time horizon of two to ten years and utilizing mutual funds, ETFs, and listed equities.

Christopher Marsh is a CFP® professional with 13 years of industry experience. He has worked at TriCord Advisors since 2012 and previously held roles at Purshe Kaplan Sterling Investments and The Leaders Group Inc. Marsh also serves as Chief Compliance Officer at TriCord Advisors. TriCord Advisors primarily serves individuals and families, including high-net-worth clients, trusts, and small businesses, offering discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing. The firm customizes investment strategies based on client objectives and works with third-party managers to support ongoing account supervision.

Siddharth Shah is a financial advisor at Shah Wealth Advisors with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of advisory work, he owns a small commercial property through an LLC and operates an independent insurance brokerage. Shah Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm uses a long-term, fundamental analysis approach to portfolio construction and incorporates a range of investment vehicles tailored to client goals and risk tolerance.

Chad Willardson is a financial advisor with Pacific Capital in Corona, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Pacific Capital since 2011 and previously spent six years with Gradient Securities, LLC. Willardson also serves as the City Treasurer for Corona, overseeing municipal finances. Pacific Capital provides discretionary investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a disciplined asset-management approach combining fundamental, technical, and cyclical analysis with option strategies and both long- and short-term trading techniques.

James Murray is a Series 65-licensed financial advisor at Safeguard Investment Advisory Group, LLC with four years of industry experience. He has been with Safeguard since 2010 and is also a licensed insurance agent. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with an investment horizon typically between two to ten years.

Christopher Miller is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Safeguard since 2017 and concurrently serves as Vice President and Business Consultant at Asset Marketing Systems, where he recruits and trains advisors. Outside of finance, Miller is co-owner and CFO of Chickpea Kitchen LLC, a food service business. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, managing over $600 million across approximately 1,800 relationships. The firm employs a fundamental-analysis investment process with a typical time horizon of two to ten years, using mutual funds, ETFs, and equities, and frequently utilizes sub-advisers and third-party model managers.

Deryk Cherubini is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at LPL Financial, LLC, and U.S. Bank. Outside of his advisory work, he occasionally resells collectibles and rare sneakers online and works as a commissioned sales representative for a remodeling company. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred horizon of two to ten years.

Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.

Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. Outside of his advisory role, he serves on the board of Victoria Country Club. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes customized portfolios and long-term allocation strategies while offering fiduciary retirement services and consulting on substantial plan assets.

Randy Barkley is a CFP® professional with 25 years of industry experience. He has worked at Tricord Advisors, Inc. since 2010 and has prior experience with Liberty Group, LLC and Cetera Investment Services LLC. Barkley holds licenses as a real estate agent and an insurance agent, and also has a wholesale auto dealer license. Tricord Advisors primarily serves individuals and families, including high-net-worth clients, trusts, and small businesses. The firm offers discretionary portfolio management and financial planning, utilizing both internal expertise and third-party managers to tailor investment strategies to client needs.

Jeremiah Lee is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation with six years of industry experience. Before joining TriCord Advisors in 2020, he worked for six years at Best Best & Kreiger LLP. He is also the owner and operator of TriCord Legal Services, Inc., a law firm providing estate planning and business legal services. TriCord Advisors serves individuals and families, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers tailored discretionary portfolio management, financial planning, consulting, and administrative services, utilizing both internal expertise and third-party managers to oversee client assets.

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 Jr. is a CFP® with 19 years of industry experience, currently serving at Tricord Advisors, Inc. since 2010. Prior to that, he worked at Hargrave & Associates, LLC. Tricord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

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.

Morgan Fippinger is a CFP®, CFA®, and Series 66-registered advisor at Pacific Capital with 10 years of industry experience. Prior to joining Pacific Capital, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. He is also the owner of Morgan's Bonsai, a retail business based in San Diego. Pacific Capital Wealth Advisors serves high-net-worth clients including families, pension plans, trusts, and charitable organizations, managing approximately $668.6 million in assets. The firm employs a disciplined investment approach with ongoing portfolio management and a branded financial planning program called the Financial Life Inspection®.

Lesley Hernandez is an advisor at TriCord Advisors, Inc. with a Series 65 credential and four years of industry experience. Prior to joining TriCord in 2022, she worked at Walmart from 2018 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, as well as high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, consulting, and administrative services, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

Joshua Coniglio is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 11 years of industry experience. He has worked at Pacific Capital since 2019 and previously with Coniglio Wealth Management, Sterling Wealth Partners, and USA Financial Securities. Coniglio serves as volunteer board treasurer for the Morgan Square Homeowners Association in Chino, CA. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning primarily to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process incorporating portfolio analysis, continuous monitoring, and periodic rebalancing, and offers a branded financial planning program called the Financial Life Inspection®.

Brian Park is a financial advisor at Harvest Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvest since 2015. Prior to that, he was with ProEquities Inc. from 2014 to 2018. Outside of his advisory role, Park is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach efforts, and disaster relief. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers customized portfolio management and financial planning through active tactical strategies, supporting clients with ongoing monitoring, rebalancing, and ERISA investment management when engaged.