Sundy Clark is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and with seven years of industry experience. Clark’s career includes roles in global logistics and transportation, serving as Director of Key Accounts at Kuehne & Nagel and Global Account Director at Hellmann. Clark is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Kun Qian is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His work history includes roles with Everest Management LLC, BGLSK Management, KGW Management LLC, and a long tenure at Transamerica Financial Advisors since 2012. He is also involved in managing Everest Group, LLC, and Everest Group Partners LLC. 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 and third-party model portfolios, discretionary and non-discretionary program options, with a platform that integrates registered investment adviser and broker-dealer functions.

Steven Timbal is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been affiliated with United Planners since 2015. Outside of his advisory role, he is involved with MDTB LLC, a non-investment-related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

James Ostrander is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Eagle Strategies since 1999 and has worked with New York Life and Nylife Securities Inc. since 1993. Ostrander is also involved in brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

David Crist is a CFP® professional with 37 years of industry experience, currently serving at Win Team Advisory Services in Irvine, CA. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., DWC Financial Services, Inc., and First Allied Securities, Inc. He is co-trustee for two irrevocable trusts and a successor trustee and executor for a family trust. Win Team Advisory Services provides discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $61 million across about 88 client relationships. The firm uses a combination of fundamental, technical, and asset-allocation analysis to create customized investment strategies and conducts quarterly account reviews.

Scott Ziegelmeier is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2005 and operates Ziggy Financial & Insurance Services, which provides New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Charles Conner is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 1997. Conner joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that blends active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Shihua Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Chen held roles at Transamerica Financial Advisors, Wfgia, and HRCF Investment Consulting Co., where they worked for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and delivers bespoke solutions for large relationships alongside standard advisory services.

Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf Club. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Simone Devenny is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience and holds the Series 66 designation. She has worked at several firms including Morgan Stanley and Eaton Vance, and currently serves as co-trustee of the Miner Family Trust. Additionally, she is the managing member of Aset Advisors LLC, where she consults on the development of various retreats. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios combining model strategies and third-party sub-advisers, and is notable for its private investment vehicle ownership, specialized divisions, and affiliated broker-dealer and tax/accounting practices.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth 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 services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Brandi Palermo is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2008 in various capacities. Outside of her advisory role, she serves as a contractor providing a property and casualty license for pet insurance sales with Pawsome Pet Company and is a director at Financial Architects Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Marc Hsu is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Fina Sneed is a CFP® professional with 10 years of industry experience and is currently affiliated with Independent Advisor Alliance, LLC. She has been associated with LPL Financial, LLC and Provence Registered Investment Advisors, LLC since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management and various analytical strategies.

Kirk Cox is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 13 years of industry experience. He is also the sole proprietor of Cox Strategic Insurance Solutions, a life insurance and annuity sales business he has operated since 2006. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm provides fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program.

Liliana Radu is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds a Series 63 designation and has worked at Commonwealth since 2018, following prior roles at Coastal Wealth Inc. and Linsco/Private Ledger Corp. Outside of her advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Ian Hornstein is a financial advisor with Centaurus Financial, Inc. in Irvine, CA. He holds a Series 66 designation and has 17 years of industry experience. Since 2007, he has also worked as a tax manager at Kieckhafer, Schiffer and Company LLP, focusing on tax preparation. 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, and specialized retirement-plan consulting through multiple investment platforms and employs a mix of fundamental and technical analysis.

Linda Wang is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 credential and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, Fidelity Brokerage Services LLC, and other firms. 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 including exposure to alternative investments.

Jeffrey Myers is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also the managing partner of Wright Ford Young, a CPA firm where he has worked since 2007. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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 a long-term approach and oversight of third-party asset managers.