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.

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, 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.

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 Anaheim, CA, holding Series 63 and Series 66 licenses. He has 32 years of industry experience, including roles at Avantax Advisory Services and Cetera. Outside of advising, Gray works as an IRS Enrolled Agent providing tax preparation and accounting services through his firm GFS, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach and combines fundamental, technical, and charting analysis to manage portfolios customized to client objectives, with integrated plan administration services that are uncommon among similarly sized firms.

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.

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.

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.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at firms including NYLIFE Securities LLC, MassMutual Life Insurance Company, and Secure Income Management. Outside of his advisory role, he is involved in fixed index annuity and life insurance activities with multiple independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers customized investment strategies and uses third-party management programs while operating a dual broker-dealer and registered adviser business model.

Billie Miles III is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at Simplicity Wealth and LifePro Asset Management, LLC. He is also a partner and co-founder of Milestone Financial & Insurance, where he serves as an insurance agent. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Rick Martinez is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. Outside of advising, he holds an emergency 30-day teaching credential and works with the Alvord Unified School District. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of services tailored to client objectives, combining advisor-managed accounts with access to third-party managers and brokerage products.