Matthew Aurelio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Diversified Investment Services since 2014. Aurelio serves as a trustee for a family trust outside of his advisory role. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction alongside managed solutions.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Max Matles is a CFP® with six years of industry experience, currently associated with SPC. He has held roles at Sigma Planning Corporation and Sigma Financial Corporation since 2020 and has operated Matles Wealth Management since 2019. Outside of advising, Matles is a published author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary advice through a large network of advisors and supports various account programs with custody provided through Fidelity/NFS.

Lee Pysnik is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Independent Financial Group in 2012, he has operated Lee Pysnik, CPA since 1984, providing tax, accounting, and bookkeeping services. He also acts as a trustee for family estates in a limited capacity. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures tailored to client risk profiles.

Dominica Henderson is a CFP® with 13 years of industry experience and is currently associated with Carson Wealth. Her prior roles include positions at Haussmann Financial Inc. and Securities America Inc. She also operates a separate LLC for accounting purposes and holds a fixed insurance license. Carson Wealth is an SEC-registered investment adviser overseeing over $50 billion through a network of more than 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that creates and monitors model portfolios and provides tailored solutions.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016, and he operates under his own firms, Lozano Financial Strategies and Insurance Solutions LLC, and Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and fiduciary responsibilities, offering a range of program types primarily managed on a non-discretionary basis.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. 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 both discretionary and non-discretionary arrangements.

Monica Chandra is a CFP® professional affiliated with Osaic Institutions, Inc., based in Garden Grove, CA, with 22 years of industry experience. Her career includes roles at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

Eric Sirich is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles including pharmacist and estate planning services, and serves as Treasurer for the Inland Empire Pharmacists Association, a nonprofit local association. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Westley King is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 1994. Outside of his advisory role, King serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. 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, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a range of investment approaches.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. 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 and portfolio management through platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Dongzhe Jin is a financial advisor with Eagle Strategies (NY Life) based in Yorba Linda, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and is involved with multiple affiliated entities including Abacus Financial Strategies and OpenWin Financial & Insurance Services. Jin is also the owner of Golden Summit Insurance & Financial Center, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Solo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked for Ameriprise Financial Services, Inc. for one year. Solo is also a co-owner of Tranquility Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

Joy Dutmers is a financial advisor with Principal Financial Services based in Orange, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Principal Financial Group since 1998 and Principal Securities Inc. since 2016. Dutmers also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Patricia Wojnarowski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and is also affiliated with WealthWave, MJ Marketing LLC, and NetLaw. Her other business activities include sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.