Lee Pysnik is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 25 years of experience in the industry and has operated his own CPA practice since 1984, providing tax, accounting, and bookkeeping services. He also holds a California insurance license and serves as a trustee for family-related estate matters. 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 advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Dongzhe Jin is a financial advisor with Eagle Strategies (NY Life) based in Yorba Linda, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and is involved with multiple affiliated entities including Abacus Financial Strategies and OpenWin Financial & Insurance Services. Jin is also the owner of Golden Summit Insurance & Financial Center, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Pham is a financial advisor at Transamerica Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Transamerica since 2012. Outside of his advisory role, he owns businessclassonpoints.com, a travel consulting service that helps clients optimize the use of miles and points for business class travel. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary model portfolios, third-party managers, and both discretionary and non-discretionary program options.

Michael Solo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked for Ameriprise Financial Services, Inc. for one year. Solo is also a co-owner of Tranquility Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Kurt Moseley is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 credential and has 13 years of industry experience. Moseley has been with Centaurus Financial since 2012 and is also involved with Brokerage Design & Development. Outside of his advisory work, he participates in several insurance-related businesses and estate planning facilitation, and he co-hosts a financial education podcast. 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 financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Thomas Worrall III is a financial advisor at Integrated Wealth Concepts LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Laurel Wealth Advisors, Ozco Enterprises, Impeller Dynamics, and Azusa Specialties, where he serves as president overseeing property management. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios composed of mutual funds, ETFs, equities, and fixed income.

Yaochy Lin is a financial advisor with Transamerica Financial Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. Lin has been affiliated with Transamerica since 2012 and owns Cashflow First Inc., which provides property and casualty insurance, health insurance, and business insurance consultation services. In addition, Lin is involved in real estate marketing and sales as a co-owner of CFirst Realty and also provides notary signing services and merchant services for businesses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering a combination of advisory and broker-dealer services with both proprietary and third-party investment programs.

Bryan Cooper is a financial advisor with Commonwealth Financial Network in Mira Loma, CA, holding a Series 66 designation and eight years of industry experience. His career includes multiple tenures at Commonwealth Financial Network and leadership at Cooper Associates. He has worked in appraisal services at BRC Appraisal for over two decades. 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 operational support, including discretionary model portfolios and personalized investment solutions.

Javier Lopez is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and three years of industry experience. He has been with Transamerica since 2022 and is also the owner of CroesusFG LLC, which manages tax services related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Hermann Rojas is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017, and spent eleven years at Enterprise Rent-A-Car Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products.

Josiah Campbell is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He is involved with Intertwined Solutions, Inc., promoting financial literacy through partnerships with banks, schools, and non-profits, and provides client education and support on estate planning through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios.

Beneta Reynoso is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. She has been with Centaurus since 2007. Outside of her advisory role, she serves as CEO of Empire Financial Benefits, Inc., and is involved in estate planning services through Epic Estate Plans and AmeriEstate Legal Plan, Inc. 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 financial planning and portfolio management through platforms like CLASSIC Plus, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Kyung Chang is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and The Prudential Insurance Company of America. He also maintains a licensed insurance agent role, focusing on the sales and service of fixed insurance products such as life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jeffrey Beaulieu is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Eagle Strategies since 2016 and has maintained ongoing roles with New York Life and Nylife Securities since 1994. Outside of his advisory work, he is a motivational speaker, delivering personal messages on positivity at New York Life meetings. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and focuses primarily on non-discretionary asset management, operating within the integrated New York Life affiliate structure.

Magaly Aguirre is a financial advisor with Eagle Strategies (NY Life) based in San Dimas, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2023 and also has over a decade of experience with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, including non-discretionary asset management and advisory services tied to insurance and annuity products.

Lin Lin is a financial advisor at Citigroup Global Markets with nine years of industry experience. Lin holds the Series 66 designation and previously worked at HSBC Bank USA, HSBC Securities USA, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm integrates multi-asset, multi-manager approaches and operates with institutional scale, providing broker-dealer execution, custody services, and derivatives trading.

Stephen Short is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His career background includes roles at Barons Enterprise International Inc, Debtmerica, and WealthWave. Outside of traditional advisory work, he is involved in marketing and client facilitation activities through Barons Enterprise International Inc and WealthWave. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Daniel Yee is a financial advisor with Money Concepts Capital Corp in Riverside, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and operates Vision Solved Franchise Services as a franchise consultant. Additionally, he provides medical insurance consulting through a sole proprietorship. Money Concepts Advisory Service (MCAS) manages portfolios and offers financial planning and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Haoqiu Zhang is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds a Series 66 designation and has worked in various roles across financial services and logistics since 2018. Outside of his advisory duties, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services primarily through a non-discretionary model. The firm integrates its advisory approach with insurance and annuity products within the New York Life affiliate structure.

Donna McClure is a financial advisor with PlanMember Securities Corporation in Corona, CA, holding a Series 63 designation and over 32 years of industry experience. She has been with PlanMember since 2006 and has been self-employed since 1992. In addition to her advisory role, she sells insurance products through McClure & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.