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.

Samuel Sutterfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank N.A. Outside of his advisory role, he is involved in several business ventures including ownership of tax preparation and estate planning firms, as well as a minority interest in a video production company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

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.

Junwei Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with various Transamerica entities since 2014 and has been with Transamerica Financial Advisors since 2018. In addition to his advisory role, he is involved in the sale of insurance products for companies affiliated with his firm. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with services available on discretionary and non-discretionary bases.

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 Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Centaurus Financial, she has worked at Michael DiPietro, CPA, and has held roles outside of finance in the food service and entertainment industries. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

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.

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.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

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.

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.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016, following earlier roles at World Financial Group and Transamerica Financial Advisors. In addition to his advisory work, Dipietro is involved in nonprofit board activities and assists in a CPA firm. Centaurus Financial 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, employing various analytical approaches and offering 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.

Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Chen has worked with multiple firms including Ameritas Investment Corp, Capstone Financial Group, and Strategic Horizon Inc. Outside of advisory roles, Chen is involved in health and life insurance sales through several agencies he owns or represents. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large 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 range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Aaron Digiamarino is a financial advisor with Independent Financial Group, LLC. He holds a Series 66 designation and has been with the firm since 2026. His previous work experience includes multiple roles at Crossroads Equipment Lease & Finance. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a variety of platforms, utilizing both in-house and third-party manager models.