Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. Outside of advisory services, he is also licensed as an insurance agent selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an internal Investment Committee.

Randall Huntimer is a CFP® with 34 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following 13 years at GENEOS Wealth Management Inc. and ongoing tenure at Schooner Financial Associates since 1995. Outside of advisory work, he is president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through both discretionary and non-discretionary arrangements, utilizing a range of analytical approaches and third-party resources.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. 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 through both discretionary and non-discretionary arrangements.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Howard Ouyang is a financial advisor at HSBC Securities (USA) Inc. with 16 years of industry experience. He has been with HSBC in various capacities since 2003, including HSBC Bank and HSBC Bank USA, N.A. He holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types ranging from client-directed to fully discretionary accounts and employs a structured investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Hadi Hassan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including over two decades with Eagle Strategies and more than 30 years with New York Life and Nylife Securities. Outside of his advisory role, he is involved in insurance brokering and holds a passive investment in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is a partner in a food and boba drink shop, where she is involved in payroll and business planning. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Arthur Veyna is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 31 years of industry experience, including long tenures at Securian Financial Services and Minnesota Life. He serves as chairman of the Lambda Chi Alpha National Fraternity Southern California Alumni Association. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory programs and incorporates a mix of in-house and third-party investment strategies.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. 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 management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

Donita Joseph is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing six years of industry experience. She is also a partner at Windes, Inc., a CPA firm where she has worked since 1989. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios with a long-term approach and utilizing both internal and third-party asset management.

Ronald Kring is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding a Series 65 designation and seven years of industry experience. He has held roles at Money Concepts Advisory Services, SCI Franchise Holdings, and FIT Strategic Advisors, among others. Outside of advisory work, he serves as Director and Secretary of SCI Franchise Holdings, a biohazard cleaning company. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets, utilizing model-driven, asset-allocation strategies supported by third-party managers and platforms like Envestnet.

Ju Hwan Oh is a financial advisor with Money Concepts Capital Corp in Anaheim, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Money Concepts Capital in 2025, he worked at Unity Wealth Partners and Ameritas Investment Company, LLC. In addition to his advisory role, he is a partner at John Oh CPA Professional Corp, where he provides accounting and tax planning services. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a network of several hundred advisors.

Laura Lawther is a CFP® professional with 18 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Raymond James Financial Services Advisors, Auro Wealth Management, and Pickett Financial Partners. Outside of her advisory work, she serves as Treasurer for The Pet Adoption Center of Orange County, a non-profit animal rescue organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Cravitz is a CFP® with 13 years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He has also owned Cravitz Financial & Insurance Solutions, previously Milestone, since 2011, where he promotes and teaches financial literacy to adults and children as a Certified Financial Education Instructor with the National Financial Educator's Council. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies.

Scott Smith is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years. Smith also manages Smith Wealth Partners, a client-facing business offering advisory practice information and client portals, and serves as a life and health insurance agent. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans nationwide through over 400 independent advisors. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Giesella Earley is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 designations. She has 14 years of industry experience and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and specialized market roles.

Tsanshiau Lin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 27 years of industry experience. She has been with Independent Financial Group since 2015. In addition to her advisory role, she is licensed as a California insurance agent offering various insurance products. 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 brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor investment solutions.

Heather Blake is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Infinex Investments, Inc. since 2022 and previously at LPL Financial and Financial Partners Wealth Management starting in 2016. Blake serves as a trustee and executor for a trust and estate unrelated to her investment activities. She is affiliated with Osaic Institutions, Inc., an SEC-registered investment adviser that provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments for individuals, retirement plans, trusts, estates, and corporate clients. Osaic operates a hybrid adviser/broker-dealer model, combining investment adviser registration with broker-dealer licensing and a mix of discretionary and non-discretionary account management.