Franklin Lara is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, he is a part owner of a transportation company and the founder of Purpose Wealth Partners, LLC, where he provides financial planning and investment management services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and relationships with third-party asset managers.

David Cockeram is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Aurelio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Diversified Investment Services since 2014. Aurelio serves as a trustee for a family trust outside of his advisory role. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction alongside managed solutions.

Wesley Salao is a financial advisor with SPC, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been associated with Parkland Securities, LLC since 2014 and Precision Wealth Financial & Insurance Services since 2005. Outside of his advisory role, he independently sells various insurance products through Precision Wealth Financial & Insurance Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary investment advice and collaborates with third-party advisors while offering a range of account programs and retirement services.

Gene De Young is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He volunteers as Chapter Vice President for the Team Referral Network, supporting business referrals within the organization. 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.

Citlalli Rojas is a financial advisor with Eagle Strategies (New York Life) based in Corona, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2016. Rojas serves on several local boards, including the La Sierra Council Greater Riverside Chambers of Commerce, the Greater Riverside Chambers of Commerce executive board, and the Riverside Community Hospital Board of Trustees. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

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.

Robert Radford is a financial advisor with Brookstone Capital Management LLC in Rancho Cucamonga, CA, holding Series 65 and Series 63 credentials and 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and running Cucamonga Retirement & Tax Advisors, where he also serves as president and independent insurance agent. In addition to his advisory work, he is vice president at Liberty Tax Service, providing tax preparation services. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a range of investment vehicles, operating a turnkey asset management platform and serving as both advisor and sub-advisor across various programs.

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.

Seth Morris is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and six years of industry experience. He is also an officer and 25% owner of Clarity Tax Partners, LLC, where he focuses on tax strategies and planning. His prior work includes roles at Larry H. Miller and Sears Wealth Management & Insurance Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing services.

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, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as over a decade 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 network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

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.