Sean Doyel is a financial advisor at D.A. Davidson & Co. based in Claremont, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked for 13 years at In-N-Out Burger. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

Steven Coute is a ChFC®-designated financial advisor with Transamerica Financial Advisors, based in Riverside, CA, and has 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with other firms and business activities, including a leadership role as Unit Commander for the Chino Valley Young Marines, a nonprofit youth leadership organization. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and six years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life and Casualty Company since 2014, where he manages a team of agents involved in life and health insurance sales and training. Additionally, he is principal of MEV Enterprises, where he analyzes and makes decisions on real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Paul Cooper is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business he has operated since 1985. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

James Vukovich is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. In addition to his role at Transamerica, he has experience in mortgage origination and real estate brokerage, supervising two Realtors and providing broker price opinions. He is also involved in mortgage loan origination through Vintage Lending. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs available on discretionary and non-discretionary platforms.

Tyler Shumaker is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Centaurus Financial and Wells Fargo Clearing, among other firms. Outside of advisory services, Shumaker co-hosts a technology and communications podcast and is involved in real estate sales as well as estate planning coordination. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing a range of analytical approaches, and provides both discretionary and non-discretionary advisory services.

Chao Zhao is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zhao has been in the industry since 2024, having previously worked at Wfgia and currently affiliated with Transamerica since 2025. Outside of advisory work, Zhao is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of programs and platforms such as Transamerica ONE and the TFA365 Advisory Program.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Kevin Choi is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 11 years of industry experience and has worked at JTW Financial Services Inc and Independent Financial Group since 2015. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers, providing a range of discretionary and non-discretionary portfolio management options.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Larry Eye is a financial advisor with PlanMember Securities Corporation who holds 56 years of industry experience. His career includes long tenures at Crown Capital Securities, L.P. and his own firm, Larry R. Eye & Co., which he has operated since 1965. Through Larry R. Eye & Co., he is involved in the sale and service of fixed annuities, life insurance, and long-term care insurance as an independent agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Michael Jackson is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2012. Outside of his advisory role, he runs a youth sports organization called Spokane Bison Baseball. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Cynthia Guerrero is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment services.

Evan Doyel is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is a partner in a food and boba drink shop, where she is involved in payroll and business planning. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Jungtsan Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held roles at Star Max Universal and J.D. Leos, Inc. Outside of his advisory work, he is an independent realtor affiliated with Star Max Universal. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party money managers and platform sub-advisors, offering a range of advisory, brokerage, and retirement-plan services through a large advisor network.

Tsanshiau Lin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 27 years of industry experience. She has been with Independent Financial Group since 2015. In addition to her advisory role, she is licensed as a California insurance agent offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor investment solutions.

Ruben Gonzalez is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and portfolio oversight from Morningstar Investment Management to provide tailored asset allocation and retirement guidance across a large client base.

Chih Tao Ma is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera and Cathay Bank. He is also a licensed insurance agent offering insurance sales and services outside of his work at Independent Financial Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through multiple platforms and a national network of Investment Adviser Representatives.