Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

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.

Neal Quon is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes 18 years at Next Financial Group Inc and a continuing role in insurance sales through Neal Quon Insurance - Retire Different. He is also involved in the sales and service of fixed annuities and life and health insurance products. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed through affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across a range of products and risk exposures.

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.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

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®.

John Bivens is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds a Series 63 designation and has worked since 2003 at firms including Wells Fargo Investments, Onyx Investment Advisors, and Capital Synergy Partners. Outside of his advisory role, he is involved in business management consulting and fixed insurance sales as owner and president of Pacific Elite Management Group and Onyx Wealth Management, and he also serves as owner and CEO of a medical and wellness spa. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm follows a primarily non-discretionary advisory model and maintains both fee-based and commission-based business lines.

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®.

Charles Taylor is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Capital Synergy Partners since 2017, and prior to that, he was with Invest Financial Corporation and Synergy Investment Group. Outside of his advisory role, he is the owner and president of Taylor Wealth Management Group, which provides fixed insurance, life, health, and long-term care products. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance and variable product offerings. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and multiple office locations.

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.

Randall Francis is a CFP® professional with eight years of experience in financial advising. He currently works at Pacific Capital Wealth Advisors, where he has been since 2020, following prior roles at LPL Financial and a sole proprietorship. His background also includes work at Brigham Young University in various capacities. Pacific Capital Wealth Advisors serves high-net-worth clients, including families, trusts, and charitable organizations, providing discretionary investment management and comprehensive financial planning. The firm utilizes a disciplined asset management process and offers a proprietary Financial Life Inspection® program alongside portfolio management services.

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.

Bruno Krenn is a financial advisor at Pacific Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc and Thrivent Financial. Outside of his advisory work, he operates as a sole proprietor in an investment-related capacity, including activities as an insurance agent. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process that includes portfolio analysis, ongoing monitoring, and rebalancing, and it offers a proprietary Financial Life Inspection® planning program.

Chelsea Pittman is a financial advisor at Abraham & Co., Inc. with a Series 65 credential and two years of industry experience. She also works as an Account Executive at Dropbox, where she sells software to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a client-specific investment process that incorporates multiple analysis techniques across various asset classes.