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.

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.

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.

Angel Rodas Pablo is a financial advisor at Accelerate Retirement with one year of industry experience. He holds the Series 65 designation and has held positions at Target, Alkeme Insurance Services, Subway, and the Victoria Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm creates customized portfolios with a long-term focus and provides comprehensive services including plan design, provider research, and fiduciary support.

Michael Razzouk is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2009 and joined KWB Wealth in 2020. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored investment approach that incorporates various asset-allocation strategies and analytical methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Claire Lucchese is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with KWB Wealth in Redlands, CA, where she has worked since 2021, and has prior experience at LPL Financial and D.A. Davidson & Co. KWB Wealth serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach incorporating various asset-allocation strategies and analysis methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

Charles Painter II is a financial advisor with Prospera Financial Services, Inc. and holds Series 63 and Series 65 credentials. He has 45 years of industry experience, including 40 years with Painter, Smith & Gorian, Inc., and has been with Prospera since 2024. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Felipe Diaz is a financial advisor at Verity Asset Management with a Series 65 designation and one year of industry experience. He has been involved in related roles at Teacher's Pension & Insurance Services, INC., School Retirement Services, and FGD Financial & Insurance Solutions since 2016. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion with a roster of 55 advisers. The firm serves a range of clients including individuals, retirement plan sponsors, institutional clients, and other registered investment advisers, and employs a largely model-based investment process emphasizing tactical asset allocation and both internally managed and third-party strategies.

Stacey Lavender is a financial advisor with G. A. Repple & Company holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Kingswood Wealth Management and Level Four Advisory Services. Outside of investment advisory, she is a managing partner at Compliers Consulting Services, a compliance consulting firm. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs varied analytical approaches to develop individualized portfolios and offers a range of programs, including Biblically-Responsible Investing models.

Jeffrey Amberg is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Painter, Smith & Gorian Inc. for 26 years. He serves as a board member and finance committee member at Immanuel Baptist Church in Highland, CA. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through a combination of discretionary and non-discretionary account management.

Wendall Corley is a financial advisor with Gradient Securities, LLC in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gradient Securities since 2016. Outside of his advisory role, Corley is also licensed as an insurance agent, engaging in insurance sales on a limited basis. Gradient Securities, LLC (doing business as Gradient Wealth Management) offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while providing ongoing monitoring and client review.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at firms including NYLIFE Securities LLC, MassMutual Life Insurance Company, and Secure Income Management. Outside of his advisory role, he is involved in fixed index annuity and life insurance activities with multiple independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers customized investment strategies and uses third-party management programs while operating a dual broker-dealer and registered adviser business model.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Amy Ochs is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years and Anderson Clinical Research for five years. Amy is based in Redlands, CA. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill, UBS Financial Services, and Woodbury Financial Services prior to joining Infinity in 2020. He is also involved in health and medical insurance sales through various agencies. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting to individual and high-net-worth clients.

Tamrin Razo is a financial advisor at The AmeriFlex Group with one year of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Independent Financial Group. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Thomas Dawes Jr. is a financial advisor with MissionSquare Retirement in Yucaipa, CA, holding Series 65 and Series 63 credentials and 25 years of industry experience. His prior experience includes roles at TIAA-CREF and Faith Electric. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Joan Hsu is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Merrill, Banc of America Investment Services, and Charles Schwab. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kallie Rawson is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Painter, Smith and Gorian Inc. for 12 years before joining Prospera in 2024. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.