Gordon Wang is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds the Series 65 and Series 63 licenses. His background includes roles at USA GSD Aesthetics Corporation and World Financial Group, among others. Transamerica Financial Advisors serves a broad 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 with a range of proprietary and third-party investment programs, managing over $2 billion in assets as of the end of 2025.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

Franklin Lara is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, he is a part owner of a transportation company and the founder of Purpose Wealth Partners, LLC, where he provides financial planning and investment management services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and relationships with third-party asset managers.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

Henry Terrell is a ChFC® and Series 66-licensed advisor with Guardian Life in Irvine, CA, bringing 53 years of industry experience. He has been with Guardian Life and its related entities since 1991 and has maintained a self-employed insurance services business since 1987. He is also involved in insurance sales specializing in LTC, group, individual, and disability insurance. Guardian Life operates Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Brian Payne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He currently serves as Treasurer on the board of the Educational Freedom Foundation and is involved in teaching homeschool classes through the Pacific Coast Learning Center. Brian’s background also includes roles in health and dental insurance agencies and residential real estate. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a range of investment programs, combining proprietary and third-party model portfolios, and manages both discretionary and non-discretionary assets.

David Matles is a financial advisor with SPC in Orange, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with SPC since 2004 and also works with Sigma Financial Corporation. Outside of his advisory roles, Matles serves as president of Matles & Associates Inc., which offers employee benefits and insurance products, and he is a board member of the University of Redlands Alumni Board. SPC serves a diverse clientele including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers, offering both discretionary and nondiscretionary management solutions.

Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

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.

Christian Del Giorgio is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Cuna Brokerage Services, Inc., as well as SchoolsFirst Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 with a hybrid adviser/broker-dealer structure and a diverse service model.

Catherine Cheng is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. She has been with Transamerica since 2026 and has experience with consulting through her work at Bohan Consulting LLC since 2011. Outside of financial advising, she has held roles at HBT Labs and the Quantum Wellness Botanical Institute. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Frederick Chambers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Park Avenue Securities. Chambers also serves as lead pastor at Grace Community Church of Saddleback Valley, where he preaches weekly and oversees church operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory programs.

Max Matles is a CFP® professional with six years of industry experience, currently serving as a financial advisor at SPC and Sigma Financial Corporation. He also operates Matles Wealth Management, a firm through which he offers financial services. Matles is a published author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs.

Lee Pysnik is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 25 years of experience in the industry and has operated his own CPA practice since 1984, providing tax, accounting, and bookkeeping services. He also holds a California insurance license and serves as a trustee for family-related estate matters. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Lozano has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016 and maintains business activities involving brokering non-registered insurance products under his own entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs, emphasizing tailored solutions and predominantly managing assets 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.