Maria Ojeda Partida is a financial advisor at Shah Wealth Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 15 years. Shah Wealth Advisors provides 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, tailoring allocations to client goals and risk tolerance with a range of investment options including mutual funds, ETFs, individual equities, and suitable alternatives.

Reid Abedeen is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and is also associated with Woodland Financial Services, Inc. Abedeen offers insurance products to clients through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships, employing a fundamental-analysis investment process with a time horizon of two to ten years and utilizing mutual funds, ETFs, and listed equities.

Michael Caster II is a CFP® certificant with 13 years of industry experience, currently serving at Falcon Wealth Planning, LLC. He previously worked at The Vanguard Group, Inc. for 12 years. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including high-net-worth clients. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering discretionary portfolio management and a Family Office service for clients with more than $5 million under management.

Jezmier Cornejo is a financial advisor at Gould Asset Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Gould in 2023, he worked at PBK for one year and was a student for ten years. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, trusts, and similar entities. The firm emphasizes long-term, risk-adjusted returns and broad diversification while offering access to private real estate and equity opportunities for qualified investors.

Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has held positions at Morgan Stanley, Citigroup Global Markets, and Concert Wealth Management before joining LifeSteps Financial in 2010. She holds Series 63 and Series 66 licenses. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering comprehensive investment advisory and financial planning services alongside specialized offerings such as bill payment and reconciliation and a short-term cash management program.

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.

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.

Siddharth Shah is a financial advisor at Shah Wealth Advisors with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of advisory work, he owns a small commercial property through an LLC and operates an independent insurance brokerage. Shah Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm uses a long-term, fundamental analysis approach to portfolio construction and incorporates a range of investment vehicles tailored to client goals and risk tolerance.

Serena Lam is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Gould Asset Management LLC since 2017 and was previously with Genuine Financial Services from 2012 to 2017. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, trusts, and similar entities. The firm’s investment approach focuses on long-term, risk-adjusted returns and broad diversification, offering access to private real estate and private equity opportunities alongside traditional securities.

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.

James Murray is a Series 65-licensed financial advisor at Safeguard Investment Advisory Group, LLC with four years of industry experience. He has been with Safeguard since 2010 and is also a licensed insurance agent. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with an investment horizon typically between two to ten years.

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.

Christopher Miller is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Safeguard since 2017 and concurrently serves as Vice President and Business Consultant at Asset Marketing Systems, where he recruits and trains advisors. Outside of finance, Miller is co-owner and CFO of Chickpea Kitchen LLC, a food service business. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, managing over $600 million across approximately 1,800 relationships. The firm employs a fundamental-analysis investment process with a typical time horizon of two to ten years, using mutual funds, ETFs, and equities, and frequently utilizes sub-advisers and third-party model managers.

Deryk Cherubini is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at LPL Financial, LLC, and U.S. Bank. Outside of his advisory work, he occasionally resells collectibles and rare sneakers online and works as a commissioned sales representative for a remodeling company. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred horizon of two to ten years.

Marc Calderon is a financial advisor at Hamilton-Bates Investment Research, Inc. with one year of industry experience. His prior work includes four years at Integrity Financial and Insurance Services and over a decade operating Marcus Calderon Barbering Co. He is also involved with Beacon Financial Pathways. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets through individualized portfolio management and model programs. The firm employs multiple analytic methods and combines long-term and shorter-term trading strategies to serve a diverse client base.

Derek Baldwin is a CFA® charterholder at Gould Asset Management LLC with 11 years of industry experience. He has been with Gould Asset Management since 2014. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns, broad diversification, and careful management of costs, offering access to non-public real estate LLCs and private equity fund opportunities for qualified investors.

Scott Smith is a CFA® charterholder and holds a Series 65 license with 22 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2004. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm’s approach emphasizes long-term, risk-adjusted returns with broad diversification and cost management, offering a range of investment vehicles including private real estate and equity 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.