Jeremiah Lee is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation with six years of industry experience. Before joining TriCord Advisors in 2020, he worked for six years at Best Best & Kreiger LLP. He is also the owner and operator of TriCord Legal Services, Inc., a law firm providing estate planning and business legal services. TriCord Advisors serves individuals and families, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers tailored discretionary portfolio management, financial planning, consulting, and administrative services, utilizing both internal expertise and third-party managers to oversee client assets.

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.

John Heitkemper is a CFA® charterholder with 11 years of industry experience. He is currently with Gould Asset Management LLC and previously worked at R Squared BM LLC, Tortoise Credit Strategies, LLC, and Bradford & Marzec, LLC. Gould Asset Management provides discretionary investment management for individuals, institutions, retirement plans, trusts, and similar entities, offering access to non-public real estate LLCs and private equity funds for qualified investors. The firm focuses on long-term, risk-adjusted returns through diversified investments and employs performance-based fee structures for certain illiquid real estate investments.

Joseph Lyons Jr. is a CFP® with 19 years of industry experience, currently serving at Tricord Advisors, Inc. since 2010. Prior to that, he worked at Hargrave & Associates, LLC. Tricord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

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.

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.

Kyle Douthit is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His work background includes roles at Lincoln Investment and various companies outside financial services. Outside of advising, he creates video content for JMK Ride, a skating-related brand. K2 Financial operates as a registered investment adviser with a team of eight advisors managing approximately $191.6 million. The firm offers wealth management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio strategy with a focus on diversified investments including mutual funds, ETFs, and third-party managers.

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.

Omar Velasco is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Lincoln Investment and AAA Life Insurance Company. Outside of advisory services, he manages a residential real estate investment business focused on acquiring, fixing, and flipping properties. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for nearly 400 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 diversified mix of investment vehicles and a documented policy on artificial intelligence tools.

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® 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.

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.