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.

Marc Calderon is a financial advisor at Hamilton-Bates Investment Research, Inc. with one year of industry experience. Prior to his current role, he worked at Integrity Financial and Insurance Services for four years and operated Marcus Calderon Barbering Co. for thirteen years. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm utilizes multiple analytic methods and both long-term and shorter-term trading strategies to serve its clients.

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.

Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.

Derek Baldwin is a CFA® charterholder with 11 years of industry experience, currently serving at Gould Asset Management LLC since 2014. He is based in Claremont, CA, and is part of a nine-advisor team. Gould Asset Management LLC is an SEC-registered investment adviser that manages discretionary portfolios for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market opportunities, employing diversified strategies focused on risk-adjusted returns over a long horizon.

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.

Brandon Morton is a CFP® professional with one year of industry experience, currently serving at Financial Designs Corporation in Claremont, CA. He has been with Financial Designs Corp. since 2008. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm follows an active management approach and offers tailored financial planning and asset allocation services, managing portfolios primarily through its own wrap fee program.

Scott Smith is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2004. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, disciplined diversification, and various investment strategies, including access to private market opportunities.

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.

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.

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.

Robert Cardenas is a financial advisor at LifeSteps Financial in Claremont, CA, holding a Series 65 designation. He has 24 years of prior experience with Wells Fargo before joining LifeSteps Financial in 2024. LifeSteps Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses Modern Portfolio Theory with a tactical asset allocation overlay and emphasizes ETFs for portfolio implementation, offering features such as an in-house bill-pay service and access to third-party managed accounts.

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® with 25 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has a longstanding affiliation with Liberty Group, LLC. Outside of his advisory role, Barkley is a licensed real estate and insurance agent and holds a wholesale auto dealer license. TriCord Advisors serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services including discretionary portfolio management, model portfolios, and manager-of-managers solutions, employing a mix of fundamental, technical, and quantitative analysis in its investment process.

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.

Jeremiah Lee is a financial advisor with TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation and five years of industry experience. Prior to joining TriCord Advisors in 2020, he worked at Best Best & Kreiger LLP for six years. He is also the owner and operator of TriCord Legal Services, Inc., a law firm specializing in estate planning and business-related legal services. TriCord Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, model portfolio management, financial planning, and pension consulting. The firm utilizes a manager-of-managers approach and combines fundamental, technical, and quantitative analysis in its investment process.

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.