Pedro Magno III is a Series 65-licensed advisor with Transamerica Financial Advisors. He has been with the firm since 2026 and has previous experience at Glidewell Dental and In-Roads Creative Programs. Outside of financial advising, he is involved with In-Roads Creative Programs and has work experience spanning both corporate and creative sectors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and brokerage services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment management needs.

Alexis Melchor is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down investment analysis.

Patrick Vahid is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, he is president of StrandLife Wealth Management and conducts estate planning workshops focused on trust education and probate avoidance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements, utilizing a blend of fundamental and technical analysis.

Guillermo Sotelo Baizan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. His background also includes roles at Walnut Village Orange County Retirement Community, California State University Long Beach, Orange Coast College, and Villa Valencia Healthcare Center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, providing customized solutions for high-net-worth and ultra-high-net-worth clients.

Richard Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with multiple firms including WFG Direct and Legal Shield and currently serves as a part-time Discipleship Pastor at Antelope Valley Foursquare Church, where he oversees various church ministries. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Danova Chow is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wescom Financial Services for 21 years, followed by CUSO Financial Services and Infinex Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary management.

Asihel Pena is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2025, he spent 12 years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operation as a swap dealer and futures commission merchant.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Abbott Laboratories and multiple insurance companies, and currently manages small projects in medical device manufacturing as an R&D project manager at ICU Medical, Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

Emiliano Sauceda is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Planmember since 2013 and is also self-employed in investment and insurance services, including fixed insurance and annuities. Sauceda serves on the Board of Directors for the East Los Angeles College Alumni Association. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Jin Hymers is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and currently based in Brea, CA. He has been with Transamerica since 2026. His prior experience includes roles with World Financial Group Insurance Agency and Pinnacle Tax Services, alongside involvement in property-related businesses. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a mix of proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Laura Vasquez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by extensive in-house research, execution, and custody capabilities.

George Avila is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Osaic, he worked at Infinex Investments, Inc. and LPL Financial. Avila also provides consultations related to living trusts through AmeriEstate Legal Plan. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

Kexin Hou is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Prior to joining Citigroup Global Markets, Hou held roles at Cetera, East West Bank, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Mario Moreira is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has prior experience with WFG and 2000 Insurance Service. Outside of his advisory role, Moreira is involved in the operation of several businesses in the plywood and hardware supply industry, serving as president and owner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers within a large advisor network and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Amir Kiani is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Elevate Wealth Management, LLC and Stratton Group - Keller Williams Southern Arizona. Outside of his advisory role, Kiani is involved in real estate referral and business services related to tax preparation and estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Xinyu Zhang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at PC Surrogacy, John Edgar State Farm Insurance, and TCL North America. Zhang has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Matthew Sharabi is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, DH Financial & Insurance Services, and Allstate Insurance. He serves as treasurer and a board member of his local homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Julie Xiang is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Cetera, Cathay Bank, LPL Financial, and UnionBanc Investment Services. Outside of her advisory work, she is a wellness advocate involved in aromatherapy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and oversight committees.

Jeffrey Hobert is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Centaurus Financial since 2015 and also operates under the Hobert Wealth Management brand since 2012. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Lauren Zuniga is a CFP® professional with four years of industry experience, currently serving as an advisor at Savant Wealth Management. Her prior experience includes roles at Kemp Financial Management, Independent Financial Group, and SagePoint Financial Advisors. Outside of finance, she was involved with Cha Cha's Latin Kitchen for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.