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.

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.

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.

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.

Kerrick Bubb is a financial advisor with LPL Financial based in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 1996 and leads KWB Wealth, an independent advisory firm he established in 2020. Outside of his advisory work, he owns and operates a citrus grove in Redlands. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Jamil Abdullah is a financial advisor at Falcon Wealth Planning, LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. His work history includes roles at Falcon Wealth Planning, Vance Wealth Management, EF Legacy Securities, and Edelman Financial Services. 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 fundamental and technical analysis along with modern portfolio theory and offers services such as portfolio management, comprehensive financial planning, and a Family Office offering.

Aaron Garcia is a financial advisor with KWB Wealth, holding a Series 66 designation and three years of industry experience. He has worked at several firms including LPL Financial LLC, Prudential, and Northwestern Mutual. KWB Wealth is an independent advisory firm serving individuals, high net worth clients, trusts, and pension and corporate clients. The firm manages approximately $1.23 billion using a multi-method investment approach and discretionary portfolio management across a variety of asset classes.

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.

Kenneth Vendley is a CFP® with 22 years of industry experience, currently serving at Falcon Wealth Planning, LLC. He spent over two decades at Farmers Financial Solutions LLC and Farmers Insurance Group. Vendley is also president of Kenneth Vendley Insurance Agency Inc., an Oregon-based insurance agency with limited activity. 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 uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies to manage discretionary accounts, which are reviewed and reported quarterly.