Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Eric Bergquist is a Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Mark Basile is a financial advisor with Legacy Investment Services, LLC in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked with WinGroup Financial, LLC and has served as an instructor at Pasadena City College since 2017. Legacy Investment Services provides fee-based advisory services primarily focused on managing fixed, indexed, and variable annuity products for individual clients. The firm emphasizes non-discretionary management by assembling portfolios within clients’ annuity contracts and referring to third-party money managers.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Min Song is a CFP® professional with 19 years of industry experience. She has worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning since 2017, following nine years at TD Ameritrade Inc. 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 strategies including fundamental and technical analysis, modern portfolio theory, and options strategies, managing accounts primarily on a discretionary basis with quarterly reviews.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Matthew Kim is a financial advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kayan Securities, Inc. and Vision Tree Consulting. Outside of his advisory work, he serves as President and CEO of Planwise College Consulting, providing college financial aid consulting. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm utilizes tactical and strategic asset allocation, third-party sub-advisers, and digital platforms to manage a diverse client base and maintain substantial retirement-plan assets under advisement.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Franklin Garcia is a financial advisor at Hamilton-Bates Investment Research, Inc. with 30 years of industry experience. He previously worked at Harvest Investment Services, LLC and ProEquities, Inc., and has owned and operated InsuranceKO, an insurance sales and service business, since 1996. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing multiple analytic methods and a combination of long-term and shorter-term trading strategies. The firm manages discretionary separate-account and model-based programs with approximately $61.36 million in client assets as of December 31, 2025.

John Debiase III is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2012. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns and broad diversification, offering additional access to private real estate LLCs and private equity funds for qualified investors.

Luz Curiel is a financial advisor at Kilter Group with a Series 65 designation and four years of industry experience. She has worked at Kilter Group since 2024 and previously held roles at Invst LLC and Challenger Wealth Management. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management along with financial planning and pension consulting services.

Dave Boothe Jr. is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at TIAA-CREF Individual & Institutional Services, Charles Schwab and Co., Ameriprise Financial Services, and Northwestern Mutual. 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 over $5 million in assets. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory and manages accounts on a discretionary basis with regular reviews and reporting.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

Mark Sharifi is a financial advisor at Legacy Investment Services, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Legacy Investment Services since 2007. Sharifi also serves as president of a nonprofit organization, JJ Non-Profit, which he has been involved with since 2004. Legacy Investment Services primarily provides fee-based management of fixed, indexed, and variable annuity products to individual clients. The firm focuses on non-discretionary portfolio assembly within annuity contracts and refers clients to third-party money managers for asset management.

Arrash Zare is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Chatterton & Associates and OSAIC, having previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, retirement plan consulting, as well as tax preparation, bookkeeping, and business advisory services. The firm follows a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, primarily advising on a non-discretionary basis.

Ray Bartolome is a financial advisor at Falcon Wealth Planning, LLC in Ontario, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He previously worked at TD Ameritrade & Co., Inc. from 2016 to 2020 before joining Falcon Wealth Planning. 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 manages accounts primarily on a discretionary basis, applying various investment strategies and reviewing client accounts quarterly.

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred time horizon of two to ten years.