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 with D.A. Davidson & Co. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

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.

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 at Transamerica Financial Advisors with 14 years of industry experience. She holds a Series 65 designation and has worked at Transamerica since 2012. In addition to her advisory role, she owns and operates B & C Tax Service, providing tax preparation and audit services since 1995. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

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 Series 66-licensed financial advisor with over one year of industry experience, currently serving at OSAIC Institutions, Inc. She previously worked at Farmers and Merchants Bank and Financial Partners Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides customized advisory services, financial planning, and access to alternative investments for individuals, retirement plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary management with a lending marketplace and third-party asset manager relationships.

Sunny Leung is a financial advisor at Transamerica Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2012. His prior experience includes eight years at Debtmerica Relief and 25 years at WFGIA. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Larry Mccarty is a CFP® professional with 34 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Diversified Investment Services, Inc. and Commonwealth Financial Network since 2009. In addition to his advisory role, he is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Jose Dosal Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Citibank since 2004. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital-asset products.

Jeffrey Cruz is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through its proprietary financial planning service and manages a large participant base relative to its advisor headcount.

Kenneth Mccabe is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Centaurus Financial since 2011. Centaurus Financial, Inc. provides advisory and brokerage services to 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, employing both discretionary and non-discretionary arrangements.

James King Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Crown Capital Securities, Lp, Questar Capital, and Allianz Life of North America. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.