Yerel Morales

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.

Daniel Lamb is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2015 and has operated as a self-employed financial professional since 2009. Outside of advising, Lamb serves as a trustee for VFW Post 2924 and treasurer for High Desert Marines, both nonprofit organizations, and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

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.

Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.