Connie Jensen is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved with GNEST Corporation, where she serves as vice president. Additionally, Jensen has experience with companies such as Inheritguard, LLC and Elite Exclusive Escrow, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, estates, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides a range of program options, including discretionary management and commission-based products.

Michael Mullen Jr. is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for SEI Investments Management Corp and SEI Investments Distribution Company for ten years. Mullen is involved with SPIVAK FINANCIAL GROUP, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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 blend of fundamental and technical analyses and both discretionary and non-discretionary arrangements.

Hubert Crawford is a financial advisor with Empower Advisory Group in Diamond Bar, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior work includes roles at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance. Crawford serves as a volunteer director for the Southwest Council Fly Fishers International and is on the Alumni Association Board of Directors at California State Polytechnic University Pomona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and retail IRA and brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by sponsors.

Sisung Noh is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Independent Financial Group since 2016 and also serves as the owner of a CPA practice, Sisung Noh, CPA, Inc., which specializes in tax preparation, accounting, and bookkeeping. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs, financial planning, and retirement plan services, utilizing both in-house and third-party investment models across various client risk profiles.

Sze Wan Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. Lee holds Series 63 and Series 65 licenses and has worked at several firms, including Capital One Financial Corp and IBM. In addition to advisory work, Lee is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms such as Transamerica ONE, TFA365, and the Transamerica ALPHA digital program.

Aaron Gabriel is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include work at Northwestern Mutual Wealth Management Company. In addition to his advisory work, he is an active associate with LegalShield, offering clients estate planning and legal services outside of investment management. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning, retirement consulting, and investment advisory programs tailored to client needs.

Steven Lazette is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2010. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services for annuities and variable life sub-accounts.

Cesar Garcia is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he has maintained involvement with HD Concreteworks since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Hyelee Dan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Eagle Strategies since 2018 and has also held roles at Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Outside of advisory work, she is appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while working within an integrated New York Life affiliate structure.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Masayuki Nakayama is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at World System Builders and Nissin International Transport. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of discretionary and non-discretionary investment solutions.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. 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 with both discretionary and non-discretionary arrangements.

Anthony Mauro is a financial advisor at Centaurus Financial, Inc. in Orange, CA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked at Centaurus Financial since 2012 and previously at Pacific Point Securities, LLC from 2009 to 2017. Mauro is also president of Mauro Wealth Planning, a DBA used for marketing and branding purposes. 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 mix of fundamental, technical, bottom-up, and top-down analysis.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds the Series 66 and Series 63 credentials and has six years of industry experience. Prior to his current role, Joseph worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years, and was involved with MediaMix 365 for three years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Jason Bevacqua is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he has worked with the Garden Grove Unified School District for 29 years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term trading strategies.

Noreen Mares is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is associated with Ramos Consulting and Wealth Management Firm, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Nicole Letarte is a financial advisor with J. W. Cole Advisors, Inc. in Orange, California, holding a Series 66 designation and nine years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for seven years before joining J. W. Cole Advisors in 2022. Letarte owns and operates Modern Wealth Design, a financial planning business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary management strategies.

Myunghee Byun is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has prior experience at Zeinvest Consulting, WFGIA, equitable, and Stanley Prep. In addition to her advisory work, she is the CEO of Urban Beast US, a children's clothing company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.

Cynthia Couyoumjian is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2010. Couyoumjian is the author of three books and is involved in financial education initiatives, including hosting educational sessions for women and developing online training modules. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national field force and utilizes multiple advisory platforms and third-party asset managers to implement client investment strategies.