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 at Brookstone Capital Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2021. Prior to this, he spent over a decade at Cambridge Investment Research Advisors and has longstanding roles in tax preparation and insurance services through Liberty Tax Service and Cucamonga Retirement & Tax Advisors, where he serves as vice president and president, respectively. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers a turnkey asset management platform with a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory 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.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC in Brea, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial LLC, Householder Group Estate and Retirement Specialists, Wescom Financial Services, and Merrill. He is involved with the American Financial Education Alliance, providing educational services to local colleges and libraries. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and emphasizes diversified, risk-class-based investment allocations using both passive and active strategies overseen by an internal Investment Committee.

Thomas Worrall III is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Laurel Wealth Advisors and Ozco Enterprises, and he has served as president of Azusa Specialties, Inc., a property management business. Integrated Wealth Concepts 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 customized portfolios with a long-term approach while incorporating shorter-term adjustments as needed.

Yaochy Lin is a financial advisor with Transamerica Financial Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Lin has a varied work history including roles at Cashflow First Inc., Quantum Electronic Payments, and Dickerson Employee Benefits. Outside of advisory work, Lin is involved in notary services and merchant services for businesses. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. 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 clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

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 at Transamerica Financial Advisors with credentials including Series 63 and Series 65 and three years of industry experience. He is also the owner of CroesusFG LLC, a pass-through entity related to tax services for his WFG business. 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 a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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.

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.

Christopher Puzio is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Wallick Wealth Management and LPL Financial. Puzio also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.

Magaly Aguirre is a financial advisor with Eagle Strategies (NY Life) based in San Dimas, CA. She holds Series 63 and Series 66 credentials and has 16 years of industry experience. Aguirre has been with NYLIFE Securities LLC and New York Life Insurance Company since 2014 and joined Eagle Strategies in 2023. Eagle Strategies serves 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 offers a range of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Timothy Higgins is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Blue Palm Consulting and NorthPoint Tax, Wealth & Business Advisory, LLP, where he provides tax preparation and consultation. Outside of advisory work, he is involved in consulting through Blue Palm Consulting and participates in an investment club as an owner. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion across about 14,700 clients. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of managed programs that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Lin Lin is a Series 66 licensed financial advisor with 10 years of industry experience. Lin has worked at Citigroup Global Markets since 2025 and previously held roles at HSBC Bank USA and HSBC Securities, as well as Bank of America and Merrill. 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, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a security-based swap dealer and futures commission merchant.

Angelica Betancourt is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in several other business ventures, including Team Conquer Inc, Pro Services Rendered LLC, GAV Property Management LLC, and All For Janitorial Services Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, 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.

Chase Morris is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with four years of industry experience. His background includes legal practice as a solo attorney at his own law office and roles in multiple financial and legal firms. He is an officer and partial owner of Clarity Tax Partners, LLC, where he works on tax strategies and planning in collaboration with licensed CPAs and enrolled agents. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and standardized platform services across a large client base.