Christopher Lindsay is a financial advisor with CBL Wealth Management in Apple Valley, CA, holding a Series 66 credential and 21 years of industry experience. He previously worked at Starfox Financial Services LLC, Edward Jones, and Morgan Stanley Dw Inc. Outside of his advisory role, he operates an online shaving soap business, manufacturing and selling related products. CBL Wealth Management is a sole-proprietor registered investment adviser serving individuals, trusts, corporations, and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, consulting, and educational seminars, employing a mix of fundamental and technical analysis with tactical asset-allocation adjustments.

Daniel Lamb is a financial professional with 19 years of industry experience, currently affiliated with First Advisors National, LLC. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Lamb serves as treasurer for High Desert Marines and trustee for VFW Post 2924 in California, and he operates as an independent insurance agent through The Term Team. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, managing approximately $507 million in discretionary assets. The firm utilizes third-party money managers and employs both tactical and strategic asset allocation approaches, typically managing client accounts on a discretionary basis.

Joshua Weygandt is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes positions at GWFS Equities, AltaOne Credit Union, LPL Financial, Allstate Insurance Company, and VALIC Financial Advisors. He serves as a Council Member at Large for Trinity Lutheran Church, participating in leadership decisions outside of business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Brian Moore is a financial advisor with Primerica Advisors in Apple Valley, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006. Outside of advising, he is involved in the sale of home-related products and services through affiliated companies, including mortgage and home security offerings. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third parties and offers advisory services through a large network of advisors across numerous offices.

Ismael Navarro is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work history at Bank of America/Merrill Lynch from 2014 to 2026. His current roles have been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Renee Lavalli is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Martin Brander is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entity since 1997. Outside of his advisory role, he is involved with Gold Sentinel, Inc. in an administrative capacity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with Ameriprise financial advisors.

Stephen Watts is a financial advisor with LPL Financial in Apple Valley, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Valic Financial Advisors from 2002 to 2007 and has been with LINSCO / Private Ledger Corp since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to multiple portfolio management options, supported by extensive technology and operational resources.