Lily Ou is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Transamerica since 2012 and has prior experience at Wfg and In Home Supportive Services. Outside of advising, she is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to deliver investment advisory and retirement plan services.

Trent Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has worked with AK Financial Group and LPL Financial prior to joining Private Advisor Group. Outside of his advisory roles, he operates OC Wealth Coach, a business focused on life, health, disability, long-term care insurance, and fixed annuities. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of strategies and third-party asset management programs.

Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Matthew Browne is a financial advisor with Fifth Third Securities, Inc. in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior firms include Ameriprise Financial Services, LPL Financial, and Oppenheimer. Outside of advisory work, he has an ownership interest in Tanglewood Properties, a real estate business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Cameron Woodbury is a financial advisor at Centaurus Financial, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at ArchAngel Tax Planning, Glorietta Management Group, Inc., and ArchAngel Financial Services, Inc. Outside of advising, Woodbury is the owner of a tax preparation and planning business and serves as a controller for a management consulting firm. 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 and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and options for discretionary and non-discretionary arrangements.

Seungjin Seok is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2023, and has prior experience with New York Life and Nylife Securities LLC dating back to 2012. Outside of his advisory work, Seok serves on the advisory board of the Korean American Special Education Center, which supports individuals with developmental disabilities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors within an integrated New York Life affiliate structure.

Silvia Camacho Gonzalez is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She has been with D.A. Davidson since 2013 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Kai Sheng is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, where he has worked for 10 years. He has 12 years of industry experience and also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services alongside his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed, discretionary, and wrap-style portfolio options. The firm’s investment approach uses multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a diverse client base through a combination of affiliated and third-party service providers.

Scott Warner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Life Design Financial and Global Financial Private Capital, LLC. He is also involved in insurance sales and services through his ownership of Life Design Financial. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

Nicole Vong is a financial advisor with Commonwealth Financial Network in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Ameriprise and Sterling Wealth Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chad Turner is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has operated Chad R. Turner & Associates, Inc., an accounting practice, since 1983. In addition to his advisory work, Turner is involved in the sale and service of health and life insurance contracts and has a background as a real estate broker. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Alfred Rivera is a financial advisor at Centaurus Financial, Inc. with 25 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Centaurus Financial since 2017, following a one-year tenure at S2K Financial, LLC. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements.

Samuel Ledwitz is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has two years of industry experience and also serves as president and attorney for the law firm Bezaire, Ledwitz & Borncamp, APC, which constitutes the majority of his professional work. His prior affiliations include Jack Keeter & Associates, Mariner Independent, and Equity Development Corporation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs featuring third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns a travel and wrestling merchandise business and operates a financial planning DBA called Modern Wealth Design. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

David Selleck is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is the sole owner of The Selleck Group, LLC, a personal business entity not related to investment activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support to affiliated advisors who deliver personalized financial advice.

Adina Coca is a financial advisor with Transamerica Financial Advisors in Orange, CA. She holds a Series 65 designation and has 13 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2011, and ownership of B & C Tax Service, a tax preparation business operating since 1995. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using a model portfolio approach implemented through various advisory programs and third-party managers.

Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Meileh Burns is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held managerial roles in several real estate and trading-related companies. Outside of her advisory work, she is involved in music ministry as a worship leader and background singer for the Paul McDonald Big Band and Changed Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Matthew Apodaca is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Money Concepts FPC since 2009. Outside of his advisory role, he works as a staff accountant and tax preparer with NorthPoint Tax, Wealth & Business Advisory, LLP, and serves as an officer at Strategic Dash, CPA, focusing on tax preparation. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, integrating fundamental and technical analysis with modern portfolio theory.

Ana Fuentes is a financial advisor at Osaic Institutions, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at Financial Partners Credit Union and Farmers and Merchants Bank. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and a unique service and distribution model.