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.

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.

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 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.

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.

Marshall Huddleston is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held positions at firms including OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, using multiple program platforms and custodial arrangements to implement tailored strategies. The firm serves clients through a network of advisory affiliates and emphasizes manager-of-managers approaches and ongoing monitoring of third-party money managers.

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 financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC for four years and Radio Free Asia for eighteen years. Outside of his advisory role, he is involved in fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Thomas Pohlen is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Wealth Management and has previously worked at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of finance, Pohlen serves as Regional Director for Retirement Plan Consultants and is a co-owner of Absolute Commercial Cleaning. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm emphasizes passive investment strategies using no-load mutual funds and ETFs, with a philosophy based on Modern Portfolio Theory and a long-term, buy-and-hold approach.

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.

Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.