Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

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.

Daniel Ellington is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes six years at CitiBank and roles at Albertsons and A&M General Construction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and activities as a swap dealer and futures commission merchant.

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 ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Western International Securities, Inc., Crown Capital Securities, L.P., and other firms. Outside of advisory work, Townsend provides financial oversight for residential care facilities for the elderly and serves as a real estate broker for Townsend Properties, Inc. Money Concepts Capital Corp is an enterprise-scale adviser serving a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

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.

Kelley Slaught is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Centaurus Financial since 2012 and is also involved in American Patriotic Merchandise, a business selling American patriotic promotional items. Additionally, she is the author of "The Great Retirement Mystery," which she promotes through a radio show. 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 services, employing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Joshua Hernandez is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several entrepreneurial ventures focused on marketing, training, consulting, and estate planning document services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Darcy Pierce is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Regal Wealth Group and EmancipAction, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures that combine in-house and external investment strategies.

Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stuart Spivak is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in several non-investment businesses, including a security window film and home monitoring company, a toy company, and operates an online educational class focused on 72(t) SEPP. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory services.

Nima Helmi is a financial advisor with Bankers Life Advisory Services, Inc. in Corona, California, holding a Series 66 designation and six years of industry experience. Prior to joining Bankers Life Advisory, he worked at Edward Jones for six years. Outside of his advisory role, he is the CEO of Empire Call Centers LLC and provides English/Farsi translation and interpretation services on a flexible basis. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analyses to guide portfolio decisions.

Giuseppe Vitulli is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as work at University of California, San Diego and the Price Center Gameroom. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of assets on a non-discretionary basis.

Ryan Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles in business development and client services across several companies, including Managed Health, Inheritguard, LLC, and Mailbox Power. Outside of financial advising, he is involved in providing employee benefit solutions and estate planning education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through a large advisor network and multiple program platforms.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

John Pham is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously been involved in business activities including Destiny Builders Enterprises and Global Merchant Innovations. Outside of advising, Pham serves as president of Destiny Builders Enterprises and has experience managing a rental property. 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 with various model portfolios and third-party money manager access, operating uniquely as both an RIA and broker-dealer.

Henry Balanza Sr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has a background that includes leadership roles in several business ventures, notably operating CHJ Enterprises, LLC dba Serenity Home, which provides care and supervision for developmentally disabled children. He also serves as president and administrator for Balanza Homes, offering health services for developmentally disabled adults. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers within a large advisor network and offers multiple program platforms such as Transamerica ONE and TFA365.

Kenneth Sotherlund is a financial advisor with Primerica Advisors and holds a Series 65 designation. He has prior experience with Park Avenue Securities, Guardian Life Insurance Company, Mutual of Omaha, and Aflac. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of proprietary and third-party investment strategies.

David Martinez is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Centaurus Financial in 2020, he held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses offering tax preparation, legal document preparation, and insurance services. 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 approaches, offering both discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services through its CLASSIC Plus platform.