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.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at LPL Financial, Wescom Financial Services, and Bank of America/Merrill Lynch. He is also involved with the American Financial Education Alliance, contributing educational services at local colleges and libraries. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a dedicated Investment Committee.

Kurt Vogel is a CFP® at Mercer Global Advisors Inc. with approximately eight years of experience in the financial services industry. Prior to joining Mercer, he worked for Singer Burke Zimmer & Kogan, LLP for ten years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implemented through low-cost ETFs, index funds, separate account managers, and private funds.

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.

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.

Richard Goldberg is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of finance, he is the president and owner of Befocus, Inc., a business specializing in selling Disney collectibles and used books. 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, execution, and custody services.

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.

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.

Julie Shen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Independent Financial Group since 2015. Shen is a 50% owner of ENT Wealth Management, a marketing DBA, and is also a licensed California insurance agent offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers.

Ching Wa Cova Mak is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation. Mak has five years of industry experience, including roles at Merrill and Bank of America. Prior to her financial services career, she worked in academia at California State University, Fullerton, and East Los Angeles College. HSBC Securities (USA) Inc. provides managed account programs to a wide range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment options, utilizing model risk profiles and combining strategic and tactical asset allocation developed with HSBC Global Asset Management.

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, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2023 and also has over a decade of experience with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, including non-discretionary asset management and advisory services tied to insurance and annuity products.

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 financial advisor at Citigroup Global Markets with nine years of industry experience. Lin holds the Series 66 designation and previously worked at HSBC Bank USA, HSBC Securities USA, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm integrates multi-asset, multi-manager approaches and operates with institutional scale, providing broker-dealer execution, custody services, and derivatives trading.

Angelica Betancourt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved in several business ventures, including Pro Services Rendered, LLC, Team Conquer Inc, GAV Property Management, LLC, and All For Janitorial Services Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party money managers through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Stephen Short is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His career background includes roles at Barons Enterprise International Inc, Debtmerica, and WealthWave. Outside of traditional advisory work, he is involved in marketing and client facilitation activities through Barons Enterprise International Inc and WealthWave. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.