Pietro Lombardi is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He has worked at Falcon Wealth Planning, LLC since 2022 and previously spent 13 years with E*Trade Capital Management and E*Trade Securities. 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 assets over $5 million. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies while managing accounts primarily on a discretionary basis.

Henry Ford Jr. is a financial advisor at LifeSteps Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeSteps Financial since 2010, following prior roles at Concert Wealth Management, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he serves as a director on the board of LifeSteps Bank and Trust, contributing to business planning and credit committee activities. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in assets for individuals, high-net-worth clients, trusts, businesses, and retirement plan participants. The firm focuses on asset allocation and diversification using ETFs, with additional services such as bill payment and a short-term cash management program tailored for high-net-worth clients.

Rahmatullah Tameez is a financial advisor with Legacy Investment Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Legacy Investment Services since 2014 and also serves as a professor at Fullerton College and California State University San Bernardino. In addition to his advisory role, he is involved in insurance services through Legacy Financial & Insurance Services. Legacy Investment Services provides advisory services primarily through fee-based management of fixed, indexed, and variable annuity products, focusing on non-discretionary portfolio assembly within annuity contracts and referrals to third-party money managers. The firm manages approximately $47.7 million in non-discretionary assets and emphasizes annuity account monitoring and third-party oversight rather than discretionary portfolio management.

Ryan Perry is a CFP® professional with 16 years of industry experience. He is currently with Falcon Wealth Planning, LLC, where he has worked since 2021. Prior to that, he was associated with Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated. 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 and offers a Family Office service for clients with over $5 million in assets.

Thomas Carr Jr. is a CFP® professional with 29 years of industry experience, currently serving at Gould Asset Management LLC since 2002. Before joining Gould, he worked at Charles Schwab for five years. Gould Asset Management LLC is a team-based firm with nine advisors that provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm offers access to non-public real estate LLCs and private equity fund opportunities for qualified investors, emphasizing long-term, risk-adjusted returns, broad diversification, and cost management.

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.

M'lissa Brillhart is a Series 65-licensed advisor at LifeSteps Financial in Claremont, CA, with six years of industry experience. Her background includes roles at multiple real estate firms, including Champions Real Estate and Realty One Group West. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets, serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm emphasizes asset allocation and diversification using ETFs and tactical adjustments, and offers services such as bill payment and short-term cash management tailored for high-net-worth clients.

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.

Cory Griffiths is a CFP® professional affiliated with Falcon Wealth Planning, LLC in Ontario, CA, with six years of industry experience. His career includes roles at Fleming's, Primerica Financial Services, and Paul Martins. Falcon Wealth Planning serves individuals, charitable organizations, and business entities, offering services such as portfolio management, financial planning, third-party adviser selection, and a Family Office for clients with over $5 million in assets. The firm employs both fundamental and technical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis with regular reviews.

Tanya Tong is a financial advisor with Legacy Investment Services, LLC in Rancho Cucamonga, CA, holding a Series 65 designation and with 2 years of industry experience. She has worked with Legacy Investment Services since 2023 and is also involved in insurance sales through Legacy Financial and Insurance Services LLC. Legacy Investment Services primarily serves individual clients by managing fixed, indexed, and variable annuity products on a non-discretionary basis and refers clients to third-party money managers. The firm focuses on annuity management and does not engage in discretionary portfolio management or provide in-house financial planning.

Ricky Perez is a financial advisor with Falcon Wealth Planning, LLC, holding a Series 65 designation and two years of industry experience. He has been with Falcon Wealth Planning and its affiliated entities since 2021. 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 employs a range of investment strategies, including fundamental and technical analysis, modern portfolio theory, and options trading, with client accounts reviewed and reported quarterly.

Donald Gould is a Series 63-licensed advisor with Gould Asset Management LLC in Claremont, CA, where he has worked since 1999, totaling 24 years of industry experience. He serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts, also offering access to non-public real estate LLCs and private equity funds. The firm emphasizes long-term, risk-adjusted returns with broad diversification and cost management, and it distinguishes itself through performance-based fees on certain illiquid real estate investments and unique private investment opportunities.

Rachel Vonbank is a financial advisor at Falcon Wealth Planning, LLC with seven years of industry experience. She holds a Series 65 credential and has worked with Falcon Wealth Planning in various capacities since 2016. In addition to her advisory role, she is a licensed attorney in the State of Minnesota but does not currently receive compensation for legal work. Falcon Wealth Planning 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 employs a combination of fundamental and technical analysis and modern portfolio theory, managing accounts on a discretionary basis with regular client reviews and custodial reporting.

Thomas Chronis is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and two years of industry experience. He has worked with Thrivent Investment Management Inc and PKS Investments and serves as Vice President and Partner of IEFC, LLC, where he oversees finances and hiring for Concours Capital Advisors. Chronis also has experience selling fixed insurance contracts. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Felipe Diaz is a financial advisor at Verity Asset Management with a Series 65 designation and one year of industry experience. He has been involved in related roles at Teacher's Pension & Insurance Services, INC., School Retirement Services, and FGD Financial & Insurance Solutions since 2016. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion with a roster of 55 advisers. The firm serves a range of clients including individuals, retirement plan sponsors, institutional clients, and other registered investment advisers, and employs a largely model-based investment process emphasizing tactical asset allocation and both internally managed and third-party strategies.

Celeste Wall is a financial advisor at Dynamic with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Dynamic Wealth Advisors since 2015. Outside her advisory role, Ms. Wall is also an independent insurance agent specializing in life insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary portfolio management, financial planning, and sub-advisory support, with a particular emphasis on supporting other advisers through technology and operational resources.

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.

Abu Gofran is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he works as a health insurance broker, setting up group health insurance for small businesses through California Choice. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management services.

Lauren Althaus is a CFP® and ChFC® with 34 years of experience in financial advising. She is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. In addition to her advisory work, she holds ownership interests in several commercial properties and serves as a business development consultant for an LLC related to her firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and a range of investment options.

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.