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.

Manuel Beltran Zuniga is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MissionSquare in 2025, he worked at Bank of America, Merrill, and Wells Fargo in various capacities from 2015 to 2025. Outside of his advisory role, he is an equal owner of Las Altenitas, LLC, an ice cream shop in Rialto, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

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 Series 66 licensed financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She previously worked at Wells Fargo Advisors for seven years and at Anderson Clinical Research for five years. 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 Series 66-credentialed advisor with The AmeriFlex Group and has been with the firm since 2023. Prior to AmeriFlex, Tamrin worked at Hopkins Wealth Management Group for 16 years and had shorter tenures at Independent Financial Group and Cambridge Investment Research. 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 manager selection, and retirement plan consulting using various model-based and discretionary strategies.

Thomas Dawes Jr. is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously 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 advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Jennifer Ramos is a financial advisor at Signal Advisors Wealth, LLC with Series 63 and Series 65 licenses. She has prior work experience in various roles at Arcadian Group LLC, SGS North America, Evoqua Water Technologies, and Waco Filters. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment advisor representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.

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.

Jon Fenster is a financial advisor with Private Management Group Inc in Redlands, CA, holding a Series 65 designation and 19 years of industry experience. He has worked at Private Management Group since 2025 and concurrently serves as a limited liability partner at Fenster & Fenster CPA's LLP, where he is involved in accounting and tax preparation services. Fenster has prior experience with J.J.F. Investments, Inc., where he worked from 2006 to 2024. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs individualized portfolios using fundamental analysis and a combination of longer-term strategic frameworks with shorter-term tactical adjustments, investing across a broad range of instruments while emphasizing active client input.

David Smith is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He previously worked for Painter, Smith & Gorian, Inc. for 29 years. Smith serves as a governing board member of the East Valley Water District. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Norberto Carmona is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Wescom Financial Services, CUSO Financial Services, Schoolsfirst Federal Credit Union, LPL Financial, and JP Morgan Chase & Co. He also served in the US Army Reserve for six years. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that incorporate third-party portfolio managers.

Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc. for six years and was involved with Hangar 24 Brewery LLC for seven years. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

John Marvin is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes 20 years at LPL Financial and eight years at Raymond James Financial Services. Outside of advising, he is the owner of Citrus Wealth Management and serves as a co-trustee of a family trust. Ascentis Independent Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and business entities. The firm utilizes a blend of discretionary management, third-party managers, and platform solutions, including private direct investments, with portfolios monitored and adjusted to client objectives.

Eberardo Mariscal is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and with John Hancock entities since 2009. Outside of his advisory role, he is a social media influencer on TikTok, where he advertises products and creates content related to music. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, covering both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to deliver generally framed recommendations, with implementation decisions made by clients, and operates an Emergency Savings program through Apex Clearing.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Golden State Wealth Management since 2018 and has held roles at Renaissance Wealth Management and LPL Financial, LLC since 2017. Prior to his advisory career, he was associated with Canyon Crest Country Club and the University of California, Riverside. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, retirement consulting, and portfolio management. The firm uses a combination of analytic approaches and may incorporate third-party managers and model portfolios while primarily offering discretionary portfolio management.