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® 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.

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.

Jacob Gorman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and K2 Financial. Outside of his advisory work, he serves as treasurer for the Rotary Club of Glendora, managing financial reporting and processing donations for the nonprofit. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, providing a range of financial planning and investment management services through both advisor-managed and programmatic strategies.

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.

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.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers tools such as separately managed accounts and automated rebalancing.

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.

Raz Bracha is a CFP®-certified financial advisor with eight years of industry experience. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent, among others. Bracha also owns several financial and advisory-related businesses. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various asset allocation models and discretionary manager relationships.

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.

Marshall Huddleston is a financial advisor with The AmeriFlex Group, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes tenures at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting utilizing various wrap and non-wrap solutions integrated with Cambridge platforms.

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.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Wayal Health Sciences and Andorra Life LLC. Prior to entering the financial industry, he was employed at Radio Free Asia for eighteen years. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internal and third-party investment models.

Abu Gofran is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he works as a health insurance broker, setting up group health insurance for small businesses through California Choice. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management services.

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.