Timothy Thompson is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2011. Outside of his advisory role, he works as an insurance agent specializing in group and individual health, disability, and term life policies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis across discretionary and non-discretionary accounts.

Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

Jasmita Patel is a financial advisor with Eagle Strategies (NY Life) in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has concurrently worked with multiple firms, including JJP Insurance Services and Axiom Financial & Insurance Solutions, both of which operate broker-dealer activities related to insurance products. Eagle Strategies serves a broad range 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 recommendations and manages a significant portion of assets on a non-discretionary basis, primarily working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Gary Hutto is a financial advisor with GWN Securities Inc. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Millennium Advisory Group, LLC since 2008 and has been associated with GWN Securities and Hutto/Dean & Co for over two decades and three decades respectively. Outside of his advisory roles, he provides fixed annuities to select clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm features a broad network of approximately 423 advisors and manages about $3.65 billion across 37,000 client accounts, offering a range of investment programs that include traditional asset allocation and legacy momentum-based strategies.

Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. 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 and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Edward Zwickl is associated with Centaurus Financial, Inc. and holds the Series 66 designation. He has no prior industry experience. Outside of his professional affiliations, he has been involved with Crossline Community Church since 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes 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 services such as advisory management of annuity and variable life sub-accounts.

Osvaldo Cavazos is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has one year of industry experience, previously working at First Command Insurance Services, Inc., and USCIS for 18 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Paul Apodaca is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and 10 years of industry experience. He has worked with Money Concepts Capital Corp since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to manage assets for approximately 14,700 clients.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Sagepoint Financial, Inc. for nine years before joining her current firm in 2018. Salter serves as a board member of St. Jude's Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management options.

Zhuolin Hu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has been a business owner at Degree International Group, Inc. since 2017. Prior to his current role, he worked at LPL Financial. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market infrastructure.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Michael Hamilton is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Centaurus Financial since 2015 and also owns Eagle Tax Group, a tax preparation business. 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 offers various financial planning and portfolio management options, utilizing both discretionary and non-discretionary arrangements with multiple analytical approaches.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. 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 customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Arkadios Capital, Arkadios Wealth Advisors, NAV ADVISORS, and Balance. Outside of his advisory work, he owns Cornell Asset Management, which offers term life insurance and Medicare services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies through platforms such as CLASSIC Plus and offers specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Michael Tootle is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and six years of industry experience. He has prior experience with PREP Securities, CR Capital Financial, and has held multiple roles at Centaurus Financial since 2013. Outside of financial advising, he is licensed to practice law in Arizona and Missouri and works as an attorney. 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, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Mark Townsend is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding the ChFC® and Series 63 credentials and bringing 32 years of industry experience. His prior roles include positions at Western International Securities, Crown Capital Securities, and Innovative Advisors, among others. Outside of advising, he provides financial oversight for elderly residential care facilities and serves as a recruiting consultant training insurance agents. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of model portfolios, proprietary and third-party strategies, and both discretionary and non-discretionary account management.

Kitmen Gunther is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, he is involved in several business ventures including property management for Casa Sereno, LLC, and serves as president of the nonprofit Asian Community Development. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platforms to deliver its services.