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.

Shaojin Guo is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has been in the industry since 2026, with prior experience at National Life Group and Morgan Stanley. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

Reginald Stewart is a financial advisor with Planmember Securities Corporation, bringing 37 years of industry experience. He has worked with Syncis since 2015 and has been involved in substitute teaching since 2013. In addition to his advisory role, he is active in insurance education and sales, focusing on products such as life insurance and annuities through Syncis. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

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.

Rubab Muzaffar is a financial advisor at Principal Financial Services with Series 65 and Series 63 credentials and five years of industry experience. She previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts.

Arvind Mehta is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at GT Securities, Ducat Capital Partners LLC, and various firms in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

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.

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.

Jeffrey Wolfe is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including New York Life Insurance Co., Eagle Strategies, and Western International Securities. Outside of his advisory role, he is also active as an insurance agent with True Path Financial and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

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.

Scott Perkins is a CFP® professional with 15 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2014. Focus Partners Wealth serves a diverse range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering a variety of investment and wealth management services across multiple asset types.

Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Benson Liao is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 32 years of industry experience, including long-term roles with New York Life Insurance Company and affiliated entities. Outside of his advisory practice, Liao serves on several nonprofit boards, including the Taiwan Hotel and Motel Association of Southern California and Moringa For Love, which focuses on combating malnutrition and poverty. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.