Chao Zhao is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zhao has been in the industry since 2024, having previously worked at Wfgia and currently affiliated with Transamerica since 2025. Outside of advisory work, Zhao is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of programs and platforms such as Transamerica ONE and the TFA365 Advisory Program.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joel Archer is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Summit Brokerage Services. Archer is also the owner of Archer Financial Services LLC, a marketing DBA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Kevin Choi is a Series 66-credentialed advisor with 11 years of experience at both JTW Financial Services Inc and Independent Financial Group, LLC. He has been affiliated with Independent Financial Group since 2015. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management options and financial planning through multiple platforms, combining strategic asset allocation with both passive and active investment strategies.

Amanda Huston is a ChFC® and holds a Series 66 license with 17 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial. Outside of advisory work, she is involved in a home-based business selling handmade shirts and craft kits. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Garrick Gookin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Centaurus in 2018, he worked at Questar Asset Management and Questar Capital Corporation from 2012 to 2018. Outside of his advisory role, he owns and operates South Placer Tax & Bookkeeping Services and manages a notary business; he also runs a seasonal service installing holiday lights for elderly clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs a blend of fundamental and technical analysis and supports both discretionary and non-discretionary investment arrangements.

Anca Barbat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has involvement with Destiny Builders 9, LLC since 2016. Transamerica Financial Advisors serves individual investors, institutions, and high-net-worth clients through a combination of advisory and broker-dealer services, offering proprietary and third-party investment models with both discretionary and non-discretionary program options.

Nicholas Ellis is a financial advisor at Kestra Advisory with 42 years of industry experience. He previously spent 25 years at Centaurus Financial, Inc. In addition to his advisory role, Ellis is president of Ellis Advisory Group, where he prepares tax returns. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, and manager due diligence.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves 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 with a variety of analytical approaches.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Robert Baytosh is a financial advisor with SPC in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. In addition to his advisory role, he is involved with Matles Wealth Management and is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, combining discretionary and nondiscretionary management approaches while maintaining formal succession protocols and compliance controls.

Arthur Castro is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2013. Outside of his advisory role, he serves as president of the Cowan Hills Homeowners Association board and works as a professional ski instructor and trainer during weekends and winter months. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Victoria Wang is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, having previously worked at LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as the treasurer on the board of Soroptimist International of Long Beach, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Douglas Brown is a ChFC® credentialed advisor with 43 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2023. He has worked extensively with New York Life-affiliated firms, including Nylife Securities Inc. since 1982 and New York Life Insurance Company since 1980. Outside of his advisory role, Brown is involved with the Relationship Research Foundation as a board member and volunteers with The Third Option, providing classes on communication and relationship skills. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working closely with various institutional sponsors within an integrated New York Life affiliate structure.

Robert Gascon is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including over 35 years at Hornor, Townsend & Kent and a concurrent role at Penn Mutual Life since 1983. Gascon also owns and operates a life insurance brokerage business, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.