Mark Redman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His career includes roles at Legacy Shield, WFG Direct, Net Law Group Inc, WealthWave, and American Funding Center. Outside of his advisory work, he owns and sells individual and group life and health insurance products through Mark Redman Insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party money managers and platform providers, supported by a large network of advisors and multiple program platforms.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

Richard Goldberg is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of finance, he is the president and owner of Befocus, Inc., a business specializing in selling Disney collectibles and used books. 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, execution, and custody services.

Javier Lopez is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Paychex, Providence St Mary Medical Center, and the High Desert Hispanic Chamber of Commerce. Lopez is also the owner of CroesusFG LLC, a pass-through entity related to his business activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment advisor and provides various program choices with discretionary and non-discretionary management options.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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 and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.

Elizabeth Goeltz is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2017. Prior to this, she worked for six years at H. Beck, Inc. Her additional business activities include involvement with Wealth & Healthy, LLC, where she manages payroll and tax processing. 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 a combination of fundamental, technical, bottom-up, and top-down analysis.

Ryan Freeman is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Janus Henderson Investors and held roles in communications and public safety. Outside of his advisory work, Freeman is involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 range of financial planning, consulting, and management solutions through both proprietary and third-party platforms.

Frank Jimenez is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including previous roles at Eagle Strategies, Arbor Wealth Strategies & Insurance Solutions, and New York Life. Jimenez also operated his own firm, Jimenez Financial Strategies and Insurance Solutions. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, businesses, and retirement plan sponsors, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments through its affiliation with Guardian Life.

Michael Klein is a financial advisor at NewEdge Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also the president of Pacific Pointe Advisors, an S corporation he created to operate his business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers diverse portfolio management and consulting services and integrates technology and centralized due diligence in its investment approach.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Jason Depetris is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding CFP® and Series 63 credentials with 15 years of industry experience. He has been affiliated with New York Life and its related entities since 2010 and currently operates under his own business names, including Blue Cedar Financial and Insurance Solutions and Be Here Now Insurance and Financial Services. Outside of advising, he is a published fiction writer working with a publisher on short stories and potentially a novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management, working extensively with defined contribution and defined benefit plans within an integrated New York Life affiliate structure.

Dennis Mollison is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., SchoolsFirst Federal Credit Union, CUNA Brokerage Services, Inc., and Equitable Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 utilizing independent third-party promoters and co-advisory arrangements.

Matthew Patterson is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has been with NewEdge Advisors and NewEdge Securities since 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale 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 services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support client needs.

David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with David White & Associates, where he provides insurance solutions. David is a minority owner of a former manufacturing company that now holds real estate. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and model portfolios, leveraging third-party technology and multiple program platforms to customize portfolios and manage holdings.

Albert Martinez is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in several non-investment ventures, including proprietary medical software support at Tower Systems, Inc., and managing digital marketing and social media for Enlace Digital Media and Nessie Media Group. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by an extensive advisor network and multiple program platforms.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. 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 unique market roles, including in-house research and futures commission merchant activities.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Derris Werstler is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he serves on the board of the CSR Children's Foundation, a nonprofit organization supporting children with special needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a notable history of using market-timing and momentum-based investment strategies.

Timothy Higgins is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Blue Palm Consulting and NorthPoint Tax, Wealth & Business Advisory, LLP, where he provides tax preparation and consultation. Outside of advisory work, he is involved in consulting through Blue Palm Consulting and participates in an investment club as an owner. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion across about 14,700 clients. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of managed programs that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.