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.

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.

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.

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.

Michael Jensen is a CFP® and Series 66-licensed advisor with 13 years of industry experience. He has worked at Falcon Wealth Planning, LLC since 2021 and previously held roles at Beacon Pointe Advisors, Beacon Pointe Insurance Services, Simplex Wealth Management, and Consilium Wealth Management. Jensen is also a partner in Falcon Wealth Planning OC, LLC, a holding company related to his firm. 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 substantial assets. The firm employs fundamental and technical analysis, modern portfolio theory, and a variety of trading strategies, managing accounts on a discretionary basis with quarterly reviews and custodial reporting.

Henk Fischer is a financial advisor with Diligent Investors, LLC in Redlands, CA, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Diligent Investors and M.S. Howells & Co. since 2016. Fischer is also involved with Southwest Annuities Marketing, advising clients on fixed annuities. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by offering financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, with a notable use of derivatives and leverage in some separately managed accounts.

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.

Marc Calderon is a financial advisor at Hamilton-Bates Investment Research, Inc. with one year of industry experience. His prior work includes four years at Integrity Financial and Insurance Services and over a decade operating Marcus Calderon Barbering Co. He is also involved with Beacon Financial Pathways. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets through individualized portfolio management and model programs. The firm employs multiple analytic methods and combines long-term and shorter-term trading strategies to serve a diverse client base.

James Wilson is a financial advisor at Diligent Investors, LLC in Redlands, CA, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and UBS Financial Services. He also advises clients on fixed annuities through a secondary activity with Southwest Annuities Marketing. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by providing financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, offering both long- and short-term investments and employing wrap fee programs along with selective use of derivatives and leverage in separately managed accounts.

Quentin Bubb is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at KWB Wealth since 2020 and has been affiliated with LPL Financial since 2015. Outside of advisory work, he is employed as an assistant property manager. KWB Wealth provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a tailored investment approach using a variety of asset-allocation strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other public securities while incorporating both long- and short-term trading methods.

Ricardo Salinas Jr. is a Series 66-licensed advisor with KWB Wealth, where he has worked since 2024. He has one year of industry experience and has held teaching roles at California State Polytechnic University Pomona and Citrus College. KWB Wealth provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a multi-method investment approach with discretionary portfolio management, incorporating fundamental, technical, quantitative, cyclical, and qualitative analysis.

Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving Falcon Wealth Planning, LLC. He has held leadership roles in affiliated businesses, including Falcon Wealth Tax Services and the Financial Community Education Foundation, where he provides community education seminars to help individuals understand complex financial products. Shahin’s background also includes involvement in property management through Falcon Empire Properties, LLC and Falcon Wealth Properties, LLC. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office for clients with over $5 million in assets. The firm utilizes a combination of fundamental and technical analysis, modern portfolio theory, and a range of trading strategies, with client accounts reviewed and reported quarterly.

Leslie Carnahan is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and one year of industry experience. Prior to joining KWB Wealth and LPL Financial in 2024, Leslie worked in education and the food service industry, including roles at Packinghouse Christian Academy and Caprice Cafe, which she continues to be involved with. KWB Wealth manages approximately $1.23 billion for nearly 1,935 clients through discretionary asset management and financial planning services. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative, cyclical, and qualitative analyses, serving individuals, high net worth clients, trusts, and corporate entities.

Matthew Shahin is a CFP®-certified financial advisor with 11 years of industry experience. He joined Falcon Wealth Planning, LLC in 2024 after spending eight years at The Vanguard Group, Inc. Shahin holds Series 63 and Series 65 licenses and is based in Ontario, CA. 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 fundamental and technical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis and reviewing client portfolios at least quarterly.