Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Phillip Gorian is a financial advisor at Gorian Investments in San Bernardino, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilshire Capital Group, Inc., Oaktree Brokerage, Unitedhealthcare, Asset Marketing Systems, and Staffmark. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing accounts primarily on a non-discretionary basis with client approval of investment decisions.

William Lindsey is a financial advisor with Lindsey Financial, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has led Lindsey Financial Group since 1998. Outside of his advisory role, Lindsey is involved in several business ventures including commercial farming through Miracle Acres Farm and operating mobile office rentals via Serenity Take Me Away LLC. Lindsey Financial, Inc. provides fee-based financial planning focused on individual and corporate clients, emphasizing tailored plans without managing investment accounts. The firm uses a structured five-step planning process and refers clients to third-party money managers for portfolio implementation.

Danna Watkins is a financial advisor at Envest Advisors, LLC with the Series 65 credential and one year of industry experience. Prior to joining Envest, Watkins held roles at Hunter House & Services LLC, The Valoram Group LLC dba Valoram Solutions, and the VISN19 Rocky Mountain Network. Watkins also has experience working in healthcare systems at the VA Loma Linda and VA Southern Nevada Healthcare Systems. Envest Advisors, LLC is a small advisory firm providing discretionary asset management and financial planning services to individual clients. The firm structures portfolios based on client goals, time horizons, and risk tolerances, and utilizes a range of outsourced managers and platforms to implement customized investment strategies.

Paul Hensler is a financial advisor at Core Financial Advisors in San Bernardino, CA, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Core Financial Advisors since 2003 and Purshe Kaplan Sterling Investments since 2013. Core Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using ETFs, mutual funds, stocks, and bonds with both long- and short-term strategies, and integrates automated portfolio management tools alongside personalized consulting.

Richard Mc Burney is a Series 65 licensed financial advisor with Core Financial Advisors in San Bernardino, CA. He has seven years of industry experience, including eight years with Core Financial Advisors and two years working at the BYU-Idaho University Store. Core Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm uses fundamental and cyclical analysis, employing ETFs, mutual funds, stocks, and bonds with both long- and short-term strategies, while offering discretionary and non-discretionary management, portfolio monitoring, and consulting services.

Andrew Boyd is a financial advisor with Core Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Core Financial Advisors since 2013 and is a partner and owner of the firm. Core Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, providing portfolio management, financial and pension consulting, and access to automated portfolio programs. The firm employs fundamental and cyclical analysis with a mix of ETFs, mutual funds, stocks, and bonds, using both discretionary and non-discretionary approaches.

Robert Boyd is a financial advisor at Core Financial Advisors with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both Core Financial Advisors and Purshe Kaplan Sterling Investments since 2013. Additionally, he operates a tax preparation business as a sole proprietor outside of his investment advisory work. Core Financial Advisors provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm employs a blend of fundamental and cyclical analysis across various investment vehicles, offering both discretionary and non-discretionary portfolio management alongside financial and pension consulting.

Rachel Bubb is a CFP® and ChFC® with eight years of industry experience. She is currently an advisor at KWB Wealth, where she has worked since 2020, and also maintains a role at LPL Financial. Outside of her advisory work, she has experience in agriculture, having worked as a farm hand for Eagle Hawk LLC. KWB Wealth provides discretionary asset management and financial planning services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm uses a multi-method investment approach that combines fundamental, technical, quantitative, cyclical, and qualitative analysis to manage approximately $1.23 billion across about 1,935 clients.

Diana Sailler is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 19 years of industry experience. She has been with KWB Wealth since 2020 and has worked at LPL Financial LLC since 2005. Sailler also serves in a fiduciary capacity for a family trust. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a range of asset-allocation strategies and investment approaches, combining fundamental, technical, quantitative, and qualitative analysis to tailor advice based on each client's financial situation and goals.

Jacob Siefkes is a financial advisor at KWB Wealth in Redlands, CA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining KWB Wealth, he worked at Southern California Edison for seven years. KWB Wealth provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, pension, and corporate clients. The firm manages approximately $1.23 billion across about 1,935 clients, employing a multi-method investment approach with strategies tailored to client needs.

Steven Gormley is a financial advisor with KWB Wealth in Redlands, CA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with KWB Wealth since 2020 and has also worked at LPL Financial since 2009. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach using a range of strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other securities while providing ongoing monitoring and rebalancing.

Quentin Bubb is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at KWB Wealth since 2020 and has been affiliated with LPL Financial since 2015. Outside of advisory work, he is employed as an assistant property manager. KWB Wealth provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a tailored investment approach using a variety of asset-allocation strategies and analyses, managing portfolios with stocks, ETFs, mutual funds, and other public securities while incorporating both long- and short-term trading methods.

Ricardo Salinas Jr. is a Series 66-licensed advisor with KWB Wealth, where he has worked since 2024. He has one year of industry experience and has held teaching roles at California State Polytechnic University Pomona and Citrus College. KWB Wealth provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a multi-method investment approach with discretionary portfolio management, incorporating fundamental, technical, quantitative, cyclical, and qualitative analysis.

Leslie Carnahan is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and one year of industry experience. Prior to joining KWB Wealth and LPL Financial in 2024, Leslie worked in education and the food service industry, including roles at Packinghouse Christian Academy and Caprice Cafe, which she continues to be involved with. KWB Wealth manages approximately $1.23 billion for nearly 1,935 clients through discretionary asset management and financial planning services. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative, cyclical, and qualitative analyses, serving individuals, high net worth clients, trusts, and corporate entities.

Kerrick Bubb is a financial advisor with LPL Financial based in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 1996 and leads KWB Wealth, an independent advisory firm he established in 2020. Outside of his advisory work, he owns and operates a citrus grove in Redlands. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Aaron Garcia is a financial advisor with KWB Wealth, holding a Series 66 designation and three years of industry experience. He has worked at several firms including LPL Financial LLC, Prudential, and Northwestern Mutual. KWB Wealth is an independent advisory firm serving individuals, high net worth clients, trusts, and pension and corporate clients. The firm manages approximately $1.23 billion using a multi-method investment approach and discretionary portfolio management across a variety of asset classes.

Crystal Kozlak is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Brooklyn FI, LLC since 2025 and previously was associated with Falcon Wealth Planning. Prior to her financial advisory career, she worked for several years with animal welfare organizations, including The Humane League and Animal Place. Brooklyn FI provides household-level investment management, financial planning, and retirement-account advisory services to individual and high-net-worth clients. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive client reporting.

Michael Razzouk is a financial advisor with KWB Wealth in Redlands, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2009 and joined KWB Wealth in 2020. KWB Wealth advises individuals, including high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm uses a tailored investment approach that incorporates various asset-allocation strategies and analytical methods, managing portfolios with stocks, ETFs, mutual funds, and other securities.