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.

Joshua Coniglio is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 11 years of industry experience. He has worked at Pacific Capital since 2019 and previously with Coniglio Wealth Management, Sterling Wealth Partners, and USA Financial Securities. Coniglio serves as volunteer board treasurer for the Morgan Square Homeowners Association in Chino, CA. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning primarily to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process incorporating portfolio analysis, continuous monitoring, and periodic rebalancing, and offers a branded financial planning program called the Financial Life Inspection®.

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.

Randall Francis is a CFP® professional with eight years of experience in financial advising. He currently works at Pacific Capital Wealth Advisors, where he has been since 2020, following prior roles at LPL Financial and a sole proprietorship. His background also includes work at Brigham Young University in various capacities. Pacific Capital Wealth Advisors serves high-net-worth clients, including families, trusts, and charitable organizations, providing discretionary investment management and comprehensive financial planning. The firm utilizes a disciplined asset management process and offers a proprietary Financial Life Inspection® program alongside portfolio management services.

Angel Rodas Pablo is a financial advisor at Accelerate Retirement with one year of industry experience. He holds the Series 65 designation and has held positions at Target, Alkeme Insurance Services, Subway, and the Victoria Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm creates customized portfolios with a long-term focus and provides comprehensive services including plan design, provider research, and fiduciary support.

Bruno Krenn is a financial advisor at Pacific Capital with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc and Thrivent Financial. Outside of his advisory work, he operates as a sole proprietor in an investment-related capacity, including activities as an insurance agent. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process that includes portfolio analysis, ongoing monitoring, and rebalancing, and it offers a proprietary Financial Life Inspection® planning program.

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.

Chelsea Pittman is a financial advisor at Abraham & Co., Inc. with a Series 65 credential and two years of industry experience. She also works as an Account Executive at Dropbox, where she sells software to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a client-specific investment process that incorporates multiple analysis techniques across various asset classes.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

James Stanley is an advisor with Peak American Investment Advisors, Inc. in San Bernardino, CA, where he has worked since 2019. He holds an MBA and has been in the industry for seven years. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, and estate and legacy services. The firm uses a combination of technical and fundamental analysis in its investment approach and integrates tax and insurance planning into portfolio management.

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 with Prospera Financial Services, Inc. and holds Series 63 and Series 65 credentials. He has 45 years of industry experience, including 40 years with Painter, Smith & Gorian, Inc., and has been with Prospera since 2024. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 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 various 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.

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.