Daniel Lamb

Christopher Lindsay is the sole advisor at CBL Wealth Management, an independent firm based in Hesperia, CA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Starfox Financial Services LLC prior to founding his current firm in 2017. Outside of his advisory work, he operates an online shaving soap business, manufacturing and selling products under the CBLsoap.com brand. CBL Wealth Management serves individuals, trusts, corporations, and pension/profit-sharing plans, offering discretionary asset management, financial planning, and consulting. The firm employs both fundamental and technical analysis with tactical asset-allocation adjustments, providing quarterly or more frequent reviews and educational seminars for clients and the broader community.

Saul Perez is a financial advisor at Portfolio Medics, LLC with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Revamp Financial, Guardian Life Insurance, and Northwestern Mutual. Outside of his advisory work, Mr. Perez operates as an independent insurance agent and mortgage broker through Revamp Financial, providing insurance and mortgage services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services with strategic and tactical approaches.

Alisha Gillette is a financial advisor with Eagle Strategies (NY Life) based in Manhattan, Kansas, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015 and operates Sparrow Financial and Insurance Services, a business that sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, supported by its affiliation with New York Life.

Carlos Leon is a financial advisor with Empower Advisory Group in Victorville, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, serving a large participant base with a model that includes proprietary plan lineups and optional managed account solutions.

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.

Thomas Riding is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, he serves as a board member for the Victor Valley College Foundation and is an assistant wrestling coach at Victor Valley College. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.