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 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.

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.

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 with two years of industry experience, currently serving at Falcon Wealth Planning, LLC. Prior to his current role, he worked at Invert Environmental Consultants for three years. Outside of financial advising, Melendez operates an independent notary business called Notary Pro. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis and uses a documented Investment Policy Statement to guide discretionary portfolio management.

Laura Barkley is a financial advisor at TriCord Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously with the Specialty Coffee Association and Cal Lutheran University. 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 typically manages client accounts on a discretionary basis, tailoring strategies to each client’s objectives and risk tolerance, and conducts ongoing account supervision.

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® certificant with 13 years of industry experience, currently serving at Falcon Wealth Planning, LLC. He previously worked at The Vanguard Group, Inc. for 12 years. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including high-net-worth clients. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering discretionary portfolio management and a Family Office service for clients with more than $5 million under management.

Diana Sailler is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 19 years of industry experience. She has been with KWB Wealth since 2020 and has worked at LPL Financial LLC since 2005. Sailler also serves in a fiduciary capacity for a family trust. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a range of asset-allocation strategies and investment approaches, combining fundamental, technical, quantitative, and qualitative analysis to tailor advice based on each client's financial situation and goals.

Jacob Siefkes is a financial advisor at KWB Wealth in Redlands, CA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining KWB Wealth, he worked at Southern California Edison for seven years. KWB Wealth provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, pension, and corporate clients. The firm manages approximately $1.23 billion across about 1,935 clients, employing a multi-method investment approach with strategies tailored to client needs.

Ramon Hechanova is a financial advisor with Legacy Investment Services, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and U.S. Bank. Legacy Investment Services provides advisory services primarily through fee-based management of fixed, indexed, and variable annuity products and refers clients to third-party money managers. The firm focuses on non-discretionary portfolio management within annuity contracts and monitors accounts regularly while maintaining a household minimum of $250,000.

Alexandra Castillo is a financial advisor at Falcon Wealth Planning, LLC with a Series 65 designation. She has been with the firm since 2022 and is based in Ontario, CA. Prior to joining Falcon Wealth Planning, she was a college student from 2019 to 2023. Falcon Wealth Planning provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm offers portfolio management, comprehensive financial planning, third-party adviser selection, and a Family Office service for clients with over $5 million in assets, using both fundamental and technical analysis along with modern portfolio theory.

Steven Gormley is a financial advisor with KWB Wealth in Redlands, CA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with KWB Wealth since 2020 and has also worked at LPL Financial since 2009. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a range of strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other securities while providing ongoing monitoring and rebalancing.

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.