John Heitkemper is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Gould Asset Management LLC. His prior roles include positions at R Squared BM LLC (d/b/a Ducenta Squared Asset Management) and Tortoise Credit Strategies, LLC. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutional clients. The firm’s approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies alongside access to certain private investments for qualified clients.

Joseph Lyons is a CFP® with 19 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has experience with Hargrave & Associates, LLC dating back to 2006. TriCord Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, model portfolio management, and manager-of-managers services, employing a mix of fundamental, technical, and quantitative analysis within a structured investment process.

Christopher Carreon is a financial advisor at Falcon Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual, Integrated Wealth Concepts, Lake Avenue Financial, and Compass Financial Planning. Prior to his career in finance, he spent over a decade at Lowes Home Improvement. 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 fundamental and technical analysis along with modern portfolio theory and offers discretionary account management with regular client reviews.

Crystal Kozlak is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Brooklyn FI, LLC since 2025 and previously was associated with Falcon Wealth Planning. Prior to her financial advisory career, she worked for several years with animal welfare organizations, including The Humane League and Animal Place. Brooklyn FI provides household-level investment management, financial planning, and retirement-account advisory services to individual and high-net-worth clients. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive client reporting.

Robert Duncan is a CFP® with 16 years of experience in the financial services industry. He has held roles at Simmons Capital Group, Steward Advisors Group, Global Impact Wealth Management LLC, The Baptist Foundation of California, and the International Mission Board. Steward Advisors Group is a registered investment adviser that serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based values into its investment process and offers tailored portfolio management alongside financial planning and advisory services on tax, insurance, and estate matters.

Daniel Baker is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Trinity Capital Management, LLC since 2013, working as part of a five-advisor team based in Rancho Cucamonga, CA. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with advanced planning, utilizing an academically informed, factor-based investment approach focused on global diversification and targeted risk-premium exposures.

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 has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2010. Ford holds Series 63 and Series 65 licenses and serves as a director at LifeSteps Bank and Trust, where he consults on business planning and credit committee matters. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and a bill-payment and reconciliation service.

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 has worked at Falcon Wealth Planning, LLC since 2021 and held roles at Bank of America and Merrill Lynch from 2013 onward. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with over $5 million in assets. The firm employs both fundamental and technical analysis alongside modern portfolio theory and manages accounts on a discretionary basis with regular reviews.

Thomas Carr Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has been with Gould Asset Management LLC in Claremont, CA, since 2002. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and other institutional clients. The firm’s investment approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies along with access to certain private investments for qualified clients.

Lesley Hernandez is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 credential with four years of industry experience. Prior to joining TriCord Advisors in 2022, Hernandez worked at Walmart from 2018 to 2022 and was a student from 2012 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, along with high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and administrative services, tailoring strategies to clients’ objectives and using third-party managers on a client-by-client basis.

M’lissa Brillhart is a financial advisor at LifeSteps Financial with six years of industry experience. She holds a Series 65 designation and has a background that includes roles at several real estate firms, such as Champions Real Estate and Realty Masters & Associates. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and specialized services such as bill payment and reconciliation.

Brian Park is a financial advisor with Harvest Investment Services, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Harvest Investment Services since 2015 and previously at ProEquities Inc. Outside of his advisory role, he is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach, and disaster relief. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and charities through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing an actively managed tactical strategy with fundamental and technical analysis.

Cory Griffiths is a CFP® with six years of industry experience, currently serving as a financial advisor at Falcon Wealth Planning, LLC. He has worked at Fleming's and Primerica Financial Services, as well as earlier roles including Paul Martins and TGI FRIDAYS. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with over $5 million in assets. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing portfolios on a discretionary basis with regular client reviews.

Michael Razzouk is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2009 and joined KWB Wealth in 2020. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored investment approach that incorporates various asset-allocation strategies and analytical methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.

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 financial advisor at Gould Asset Management LLC with 23 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market investments, employing a range of strategies focused on risk-adjusted returns, diversification, and cost management.

Claire Lucchese is a CFP® and Series 66 credentialed advisor with four years of industry experience. She is currently with KWB Wealth in Redlands, CA, where she has worked since 2021, and has prior experience at LPL Financial and D.A. Davidson & Co. KWB Wealth serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach incorporating various asset-allocation strategies and analysis methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.