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.

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group 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 a preferred time horizon of two to ten years.

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.

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.

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.

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.

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 experience in the financial services industry. He has worked at TriCord Advisors since 2012 and has prior experience with Purshe Kaplan Sterling Investments and The Leaders Group Inc. Marsh serves as Chief Compliance Officer and Financial Planner at TriCord Advisors. 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, and administrative services, often tailoring strategies to clients’ unique objectives and conducting ongoing account supervision.

Kevin Mayo is a CFP® professional with 28 years of industry experience. He has been with Falcon Wealth Planning, LLC since 2020 and also works with Bank of the West, where he has been employed since 2015. 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 uses a variety of investment strategies and reviews client accounts quarterly.