Nai Kae Saelee

Rachel Pierini is a financial advisor at Provident Living Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with Provident Living since 2015. Outside of her advisory role, Pierini owns QB Business Solutions, LLC, which provides life and financial advocacy services, notary services, and administrative support. Provident Living Financial Services serves individuals, trusts, estates, nonprofit organizations, and business clients with discretionary portfolio management, financial planning, and group retirement plan investment management. The firm employs a blended advisory and financial wellness model, offering multi-tiered membership plans and concierge services alongside its investment programs.

Elias Reyna is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Securities America, Inc. Outside of his advisory role, he sells health insurance through Anthem Blue Cross. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory management options.

Brandon Halliday is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Hickingbottom Financial Services, Raymond James Financial Services Advisors, and BBVA Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithmic questionnaires to guide investment risk bands and implements portfolios via approved strategies with mutual funds and ETFs.

Adam Bain is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Adrienne Guerra is a financial advisor with Ameriprise in Atwater, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the board of the Peggy Heller Parent Club as Treasurer, acts as Secretary for the Atwater High School Quarterback Club, and teaches catechism to 2nd through 4th graders at St. Anthony's Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Vega Felix is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Bank NA for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, operating under a fiduciary standard.