Brian Park is a financial advisor with Harvest Investment Services, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Harvest Investment Services since 2015 and previously at ProEquities Inc. Outside of his advisory role, he is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach, and disaster relief. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and charities through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing an actively managed tactical strategy with fundamental and technical analysis.

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.

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 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.

Chelsea Pittman is a Series 65-licensed advisor with Abraham & Co., Inc., bringing one year of industry experience. She has held prior roles in the technology sector, including positions at Dropbox and Freshworks. Outside of her advisory work, she continues to work full-time as an Account Executive at Dropbox, focused on software sales to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles combined with various analytical methods to develop diversified fixed-income, income-oriented, balanced, and growth strategies.

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.

Rachel Vonbank is a financial advisor at Falcon Wealth Planning, LLC with seven years of industry experience. She holds a Series 65 designation and is a licensed attorney in the State of Minnesota, though she does not currently receive compensation for legal work. Her career includes multiple roles at Falcon Wealth Planning entities dating back to 2016 and a period of self-employment. 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 range of strategies, including fundamental and technical analysis, modern portfolio theory, and options trading, and offers a Family Office service for clients with more than $5 million under management.

Vincent Tropea is a CFP® credentialed advisor with 32 years of industry experience. He is currently with RBC Securities, Inc and has worked previously at City National Securities, Inc for 16 years. RBC Securities, Inc provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Thomas Chronis is a financial advisor with Thrivent Advisor Network, LLC who holds a Series 66 designation and has two years of industry experience. He has worked at Thrivent Investment Management Inc, PKS Investments, and Younglife, among other organizations. Chronis is also a vice president and partner at IEFC, LLC, where he oversees finances and hiring decisions for Concours Capital Advisors. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s approach is long-term focused, offering customized asset allocations that typically include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while working closely with clients to establish goals and monitor accounts.

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.

Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

Gary Gray is a financial advisor with Vanderbilt Advisory Services in Yorba Linda, CA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has held roles at Avantax, Cetera, and Vanderbilt firms, and he is also an IRS Enrolled Agent providing tax preparation and accounting services through GFS, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm integrates retirement-plan consulting and administration with advisory services and employs a mix of investment strategies tailored to client objectives.

Abu Gofran is a financial advisor with Capital Analysts in San Dimas, CA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. In addition to his advisory role, he operates a health insurance brokerage focused on group health plans for small businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, as well as access to third-party managers and ERISA retirement plan advisory services.

Lauren Althaus is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. She has held roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, among others. Outside of her advisory work, she is involved in business development consulting and holds ownership interests in commercial properties. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning. The firm emphasizes customized investment strategies using low-cost diversified funds, individual securities, and alternative investments, supported by an integrated platform within the broader Thrivent Financial group.

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.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Roy Edwards Van Muyen is a financial advisor at HBW Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Bank of America, N.A., and Merrill. Van Muyen serves as a board member of the Corona Norco Family YMCA, where he participates in decisions regarding community services for the underprivileged. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes model portfolios, multi-manager diversification, and operational efficiencies through AI tools.