Marc Melendez is a CFP® professional at Falcon Wealth Planning, LLC with two years of industry experience. Prior to joining Falcon, he worked for Invert Environmental Consultants for three years. Outside of financial advising, he operates an independent notary business called Notary Pro. 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 more than $5 million under management. The firm utilizes a range of strategies including fundamental and technical analysis, and manages accounts on a discretionary basis with regular quarterly reviews.

Zackary Royce is a CFP® with seven years of industry experience, currently serving at Falcon Wealth Planning, LLC. He has worked at Falcon since 2018 and previously spent time at Beacon Pointe in 2017. 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, with client accounts reviewed quarterly.

Nihar Shah is a financial advisor with Shah Wealth Advisors in Chino Hills, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at Ameriprise, Capital Group, and Fidelity Investments. Shah Wealth Advisors is a team of four advisors providing personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base. The firm constructs portfolios based on long-term fundamental analysis, tailoring allocations across mutual funds, ETFs, individual equities, and selected alternative investments.

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.

Michael Caster II is a CFP® professional with 12 years of industry experience. He has worked at The Vanguard Group, Inc. from 2011 to 2023 and has been with Falcon Wealth Planning, LLC since 2025. 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 under management. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing accounts typically on a discretionary basis with regular reviews.

Jezmier Johnson Oliveros is a financial advisor at Gould Asset Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Gould, he worked at PBK and was a student for ten years. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, diversified strategies, and access to private market opportunities.

Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2010. Limones holds Series 63 and Series 66 licenses. 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, offering discretionary and non-discretionary advisory services alongside integrated financial planning and a bill-payment and reconciliation service.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

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.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

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.

Allison Kapadia is a financial advisor at K2 Financial Inc. with nine years of industry experience. She holds a Series 66 designation and has held positions at Lincoln Investment and Legend Advisory, LLC. In addition to her advisory role, she is a 25% owner and tax preparer at Krellwitz, Kurimoto & Associates, managing firm operations and preparing tax returns for clients. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, stocks, bonds, options, and third-party managers, and operates affiliated businesses including a tax-preparation practice and an insurance agency.

Travis Bettfreund is a financial advisor at K2 Financial Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bettfreund is a co-owner and director of advisors at K2 Financial and has ownership interests in related affiliated entities. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for about 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Syndicated Capital since 2014 and at First Wilshire Securities Management, Inc. since 1983. In addition to his advisory role, he is a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm offers customized advisory programs with no account minimums, managing both discretionary and non-discretionary assets through various publicly traded securities tailored to clients’ objectives and risk tolerances.

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 with Shah Wealth Advisors in Chino Hills, CA, holding a Series 63 designation and 28 years of industry experience. His career includes 21 years at Ameriprise Financial Services and recent roles at Simplicity Investments and Shah Wealth Advisors. Outside of advising, he is involved in independent insurance brokering and manages business entities related to commercial property ownership. Shah Wealth Advisors offers personalized financial planning and discretionary and non-discretionary investment advisory services to a diverse client base including individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm customizes portfolios based on client goals, risk tolerance, and tax considerations, employing a fundamental analysis approach and incorporating a range of investment types such as mutual funds, ETFs, individual equities, and alternative assets.

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 previously spent five years at Genuine Financial Services. Gould Asset Management LLC is an SEC-registered investment adviser managing approximately $901 million in assets as of December 2024. The firm provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions, employing a diversified investment approach with tailored strategies and access to private market opportunities.

Rene Rodriguez is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Legend Group before joining Lincoln Investment and K2 Financial Inc. Outside of his advisory work, he is the owner of a website for music enthusiasts and is active as an artist. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning, custom portfolios, model portfolios, and third-party manager access.

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.