Samuel Sutterfield is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank N.A. Outside of his advisory role, he is involved in several business activities including ownership of entities focused on tax preparation, legal document preparation, insurance sales, and he is a minority owner of a video production company. 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 through the CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Richard Sturm is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has 35 years of industry experience. His prior career includes twenty years at National Planning Corporation and nine years at LPL Financial. Outside of his advisory work, he is also a motivational speaker and educator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, with a focus on combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Daniela Reyes is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Jonathan Estrada is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Big Bear Mountain Resorts from 2014 to 2018. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and provides both discretionary and non-discretionary investment arrangements.

Lisette Ramos is a financial advisor at Centaurus Financial, Inc. with 2 years of industry experience. She holds the Series 65 and Series 63 designations. Her prior work experience includes roles at Michael DiPietro, CPA, Raising Canes, Skyzone, Cal Poly Pomona, and Gladstone High School. Centaurus Financial, Inc. serves a diverse client base, including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a combination of discretionary and non-discretionary management with varied analytical approaches and provides specialized services such as advisory management of annuity and variable life sub-accounts.

Martin Vanamen is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has held roles at Centaurus since 2012, including its predecessor entity, and briefly worked at Ameriprise Financial Services Inc. Vanamen holds Series 63 and Series 65 licenses. Outside his advisory role, he is involved in health insurance sales and business consulting, connecting clients with business brokers on a finder's fee basis. 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, retirement-plan consulting, and specialized advisory services, using both discretionary and non-discretionary arrangements with a variety of analytical approaches and access to model overlay programs and approved third-party managers.

Manuel Ramos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with Centaurus Financial since 2011 and also has a longstanding affiliation with PSP Financial since 1994. Ramos is involved in media as the owner of a radio and TV outlet under the name Ramos Economia or Ramos Finanzas. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary portfolio management alongside specialized financial planning and consulting services.

Kelly Smith is a Series 66-licensed financial advisor at J.W. Cole Advisors, Inc. with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at PacSun and Starbucks. She also operates Smith Wealth Partners, providing investment advisory services. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms.

Ward Lyon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also affiliated with WealthWave and World Financial Group. Outside of advisory work, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse 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 proprietary model portfolios and third-party managers, with a notable presence in both discretionary and non-discretionary program offerings.

Christine Lapidus is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and its subsidiary Park Avenue Securities in various roles since 2016. Outside of her advisory work, she is involved in selling fixed life, health, and disability insurance products through companies other than Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining access to insurance products and alternative investments with integrated lending and business consulting tools.

Zhenxing Lao is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities USA Inc., HSBC Bank USA Inc., and Wells Fargo. 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 with internal oversight and offers both discretionary and non-discretionary investment solutions.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. 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, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Christopher Haberl is a ChFC®-designated financial advisor with 34 years of industry experience, currently with Centaurus Financial, Inc. since 2013. He has been involved in the Direct Insurance Business for over 30 years. Outside of advisory services, he owns and operates a retirement planning workshop and participates as an investor in private biotech-focused investment funds. Centaurus Financial, Inc. serves a diverse clientele including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment analysis techniques and provides both discretionary and non-discretionary services through multiple platforms and approved third-party managers.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. 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 specialized market roles, providing a broad range of advisory and execution services.

Yiwei Li is a financial advisor at Citigroup Global Markets with four years of industry experience. Li holds Series 63 and Series 65 licenses and has worked at Citibank since 2026, following previous roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, Li was involved with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide tailored solutions.

Robert Bukacek is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he hosts a life coaching podcast called Rob Bukacek Life Coaching. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016. Outside of his advisory role, he serves on the board of a nonprofit organization where he advises on finance and budgeting, and he is involved in property and casualty insurance as well as health insurance sales. 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, utilizing both discretionary and non-discretionary arrangements.

Joel Sheldon is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Lincoln Financial Advisors. Outside of his advisory duties, Sheldon engages in engineering consulting services and manages his financial services business through an S-Corp structure. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes both proprietary and third-party portfolio management programs across a large network of advisors.