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.

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.

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.

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.

Charles Painter II is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Painter, Smith & Gorian, Inc. for 40 years before joining Prospera and Painter, Smith and Amberg Inc. in 2024. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

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.

Jeffrey Amberg is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Painter, Smith & Gorian Inc. for 26 years. He serves as a board member and finance committee member at Immanuel Baptist Church in Highland, CA. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through a combination of discretionary and non-discretionary account management.

Wendall Corley is a financial advisor with Gradient Securities, LLC in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gradient Securities since 2016. Outside of his advisory role, Corley is also licensed as an insurance agent, engaging in insurance sales on a limited basis. Gradient Securities, LLC (doing business as Gradient Wealth Management) offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while providing ongoing monitoring and client review.

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.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at firms including NYLIFE Securities LLC, MassMutual Life Insurance Company, and Secure Income Management. Outside of his advisory role, he is involved in fixed index annuity and life insurance activities with multiple independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers customized investment strategies and uses third-party management programs while operating a dual broker-dealer and registered adviser business model.

Billie Miles III is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at Simplicity Wealth and LifePro Asset Management, LLC. He is also a partner and co-founder of Milestone Financial & Insurance, where he serves as an insurance agent. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. In addition to his advisory roles, Martinez holds an emergency 30-day teaching credential and is involved with the Alvord Unified School District. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies customized at the individual advisor representative level.