Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. 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, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Christopher Haberl is a ChFC®-designated financial advisor with 34 years of industry experience, currently with Centaurus Financial, Inc. since 2013. He has been involved in the Direct Insurance Business for over 30 years. Outside of advisory services, he owns and operates a retirement planning workshop and participates as an investor in private biotech-focused investment funds. Centaurus Financial, Inc. serves a diverse clientele including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment analysis techniques and provides both discretionary and non-discretionary services through multiple platforms and approved third-party managers.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. 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.

Yiwei Li is a financial advisor at Citigroup Global Markets with four years of industry experience. Li holds Series 63 and Series 65 licenses and has worked at Citibank since 2026, following previous roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, Li was involved with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide tailored solutions.

Robert Bukacek is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he hosts a life coaching podcast called Rob Bukacek Life Coaching. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016. Outside of his advisory role, he serves on the board of a nonprofit organization where he advises on finance and budgeting, and he is involved in property and casualty insurance as well as health insurance sales. 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, utilizing both discretionary and non-discretionary arrangements.

Joel Sheldon is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Lincoln Financial Advisors. Outside of his advisory duties, Sheldon engages in engineering consulting services and manages his financial services business through an S-Corp structure. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes both proprietary and third-party portfolio management programs across a large network of advisors.

Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and 66 licenses and 21 years of industry experience. He is also involved in multiple insurance-related ventures, including operating Strategic Horizon and Jenstar Financial and Insurance, where he sells fixed and health insurance products. His career includes roles at Ameritas Investment Corp, Capstone Financial Group, and Lion Street. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, offering asset management, retirement plan advisory, and financial consulting through a variety of platforms and investment options. The firm is part of a mutual holding company with affiliated broker-dealer, insurance, and investment entities, broadening available investment strategies.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Aaron Digiamarino is a Series 66-licensed advisor with Independent Financial Group, LLC, based in Diamond Bar, CA. He joined the firm in 2026 and has prior work experience with Crossroads Equipment Lease & Finance from 2020 to 2025. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios, offering both active and passive investment exposures through various platforms and third-party managers.

Brandon Au is a financial advisor with Guardian Life and holds a Series 66 credential. He has 21 years of industry experience, including roles at Park Avenue Securities and MML Investor Services. Outside of his advisory work, he is involved with Plan C Agency, a non-investment related business he has managed since 1996. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning and consulting supported by proprietary and third-party platforms.

Nicole Joko is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at HPM Partners LLC, Mullintbg Advisors, and Goldman Sachs Wealth Services. She is based in Costa Mesa, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach combines customized wealth management with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and 36 years of industry experience. His career includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Additionally, he is involved with AmerEstate Legal Plan, Inc., a business focused on living trusts and wills, primarily providing referrals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a distinctive emphasis on independent third-party promoters and extensive affiliations.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. 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 utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Allison Donecker is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as President of Your Family Bank, a business focused on using whole life insurance strategies to help clients eliminate debt. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and annuity account management, employing both discretionary and non-discretionary approaches.

Adam Heapy is a Series 65 licensed financial advisor with NewEdge Advisors in Los Alamitos, CA, having worked in the industry since 2025. His background includes experience at LPL Financial and prior roles in the restaurant and automotive sectors. Heapy conducted advisory services through NewEdge Advisors, doing business as Pension Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Richard Means is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 43 years of industry experience. Prior to joining Centaurus Financial in 2019, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company for more than four decades. In addition to his advisory role, he serves as President of CRMA Insurance & Financial Services, focusing on fixed insurance products, and provides financial review services for Anaheim Rod & Custom, Inc. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements. The firm employs a range of investment analyses and supports specialized services such as advisory management of annuity and variable life sub-accounts.

Cam Liang is a Certified Financial Planner® at Transamerica Financial Advisors with nine years of industry experience. He has held roles at firms including Jack Schroeder & Associates and LSPN Pro LLC, and he also assists clients with Medicare and health insurance enrollment. Additionally, he acts as a referral partner for estate planning services through LSPN Pro LLC. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services such as fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser and provides a range of discretionary and non-discretionary investment programs.