Kenneth Vendley is a CFP® with 22 years of industry experience, currently serving at Falcon Wealth Planning, LLC. He spent over two decades at Farmers Financial Solutions LLC and Farmers Insurance Group. Vendley is also president of Kenneth Vendley Insurance Agency Inc., an Oregon-based insurance agency with limited activity. 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 uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies to manage discretionary accounts, which are reviewed and reported quarterly.

Jeremiah Lee is a financial advisor with TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation and five years of industry experience. Prior to joining TriCord Advisors in 2020, he worked at Best Best & Kreiger LLP for six years. He is also the owner and operator of TriCord Legal Services, Inc., a law firm specializing in estate planning and business-related legal services. TriCord Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, model portfolio management, financial planning, and pension consulting. The firm utilizes a manager-of-managers approach and combines fundamental, technical, and quantitative analysis in its investment process.

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, currently serving as an advisor at Gould Asset Management LLC. His prior roles include positions at R Squared BM LLC (d/b/a Ducenta Squared Asset Management) and Tortoise Credit Strategies, LLC. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutional clients. The firm’s approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies alongside access to certain private investments for qualified clients.

Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Joseph Lyons is a CFP® with 19 years of industry experience, currently serving as an advisor at TriCord Advisors, Inc. since 2010. He also has experience with Hargrave & Associates, LLC dating back to 2006. TriCord Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, model portfolio management, and manager-of-managers services, employing a mix of fundamental, technical, and quantitative analysis within a structured investment process.

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.

Russell Hall is a CFP® professional with 18 years of industry experience. He has been with Eclectic Associates, Inc. since 2007. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 clients, including high-net-worth individuals, trusts, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, using diversified mutual funds and ETFs aligned with Modern Portfolio Theory, and manages over $1.4 billion in assets through an 11-advisor team.

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.

Kyle Douthit is a financial advisor at K2 Financial Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment and K2 Financial Inc. since 2022. Outside of his advisory role, he creates and edits video content for a skating brand called JMK Ride. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for nearly 400 clients. The firm provides wealth management, financial planning, and retirement-plan advisory services using a primarily long-term, discretionary portfolio approach that includes mutual funds, ETFs, stocks, bonds, options, and third-party managers.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

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.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.

Omar Velasco is a financial advisor at K2 Financial Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Investment and AAA Life Insurance Company. Outside of advising, he is the managing member of The Finca Group LLC, a residential real estate investment entity. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for about 393 clients. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary portfolio approach with a range of investment vehicles including mutual funds, ETFs, and third-party managers.

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 has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2010. Ford holds Series 63 and Series 65 licenses and serves as a director at LifeSteps Bank and Trust, where he consults on business planning and credit committee matters. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and a bill-payment and reconciliation service.

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 has worked at Falcon Wealth Planning, LLC since 2021 and held roles at Bank of America and Merrill Lynch from 2013 onward. Falcon Wealth Planning, LLC offers 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 both fundamental and technical analysis alongside modern portfolio theory and manages accounts on a discretionary basis with regular reviews.

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.

Lesley Hernandez is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 credential with four years of industry experience. Prior to joining TriCord Advisors in 2022, Hernandez worked at Walmart from 2018 to 2022 and was a student from 2012 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, along with high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and administrative services, tailoring strategies to clients’ objectives and using third-party managers on a client-by-client basis.