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.

Anthony George is a financial advisor with D.A. Davidson & Co. in Long Beach, CA. He holds Series 63 and Series 65 credentials and has 54 years of industry experience. He 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, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Gerald Larr is a financial advisor with Cerity Partners LLC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012, Deutsche Bank Securities Inc. from 2010 to 2012, and DWS Investment Management Americas, Inc. from 2001 to 2010. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach incorporating both third-party strategies and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Seyed Ahmad Hashemian is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Centaurus Financial since 2009 and has operated Capital Aspects since 1987. Outside of his advisory work, he serves on the board of the Brookhollow Office Park Association. 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, and retirement-plan consulting, using a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Peyton Ewing is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. Ewing has been with EP Wealth Advisors since 2025 and has prior work experience including roles outside the financial industry. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Yanhua Xu is a financial advisor at Citigroup Global Markets with nine years of industry experience. Xu holds a Series 66 designation and has worked at CitiGroup since 2022, with prior experience at Cetera and CTBC Bank. 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 large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations.

Kevin Lee is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at Newport Coast Securities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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.

Daniel Federman is a CFP® and holds a Series 65 license, with 18 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Marc Linsky is a CFP® with 40 years of experience in the financial services industry. He is currently with Centaurus Financial, Inc., where he has worked since 2022. His prior experience includes roles at Concourse Financial Group Securities, ProEquities, and Concorde Asset Management. Outside of his advisory work, he is president of E Street Financial, a non-investment-related entity used for branding purposes. 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 both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life And Casualty Company since 2014, where he serves as a Branch Sales Manager overseeing hiring and training of agents. Outside of his advisory role, he is a principal of MEV Enterprises, where he conducts analysis and decision-making on real estate investments. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities.

Alec Viruet is a financial advisor at Bankers Life Advisory Services, Inc. holding a Series 66 designation with one year of industry experience. Prior to joining Bankers Life, he worked in various roles including positions at Fed HVAC and Rutgers University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc., and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and security pricing, derivative services, and bespoke solutions for large relationships.

Alfonso Rodriguez Arriaga is a CFA® charterholder currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. He has four years of industry experience, including prior roles at Tarbox Family Office, GC1 Ventures, and Wells Fargo. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. 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 via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Richard Mccallister is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and leads Palos Verdes Practice Management, Inc., a firm focused on managing financial practices. He also serves as an insurance agent for McCallister Financial Group, where he handles fixed annuities and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Mollie Privett is a CFP® professional at EP Wealth Advisors with four years of industry experience. She has held roles at several firms, including Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Chao Zhao is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zhao has been in the industry since 2024, having previously worked at Wfgia and currently affiliated with Transamerica since 2025. Outside of advisory work, Zhao is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of programs and platforms such as Transamerica ONE and the TFA365 Advisory Program.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Patricia Parker is a financial advisor at EP Wealth Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at The Holben Group and Holben Hay Lake Balzer CPAs. Parker is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a variety of investment strategies.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.