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.

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.

Steven Coute is a ChFC®-designated financial advisor with Transamerica Financial Advisors, based in Riverside, CA, and has 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with other firms and business activities, including a leadership role as Unit Commander for the Chino Valley Young Marines, a nonprofit youth leadership organization. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and six 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 manages a team of agents involved in life and health insurance sales and training. Additionally, he is principal of MEV Enterprises, where he analyzes and makes decisions on real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Paul Cooper is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business he has operated since 1985. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory role, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm employs an open-architecture investment platform and utilizes a range of affiliated and third-party sub-advisors to deliver tailored portfolio management and financial planning solutions.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 designations 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 wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.

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.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. In addition to his role at Transamerica, he has experience in mortgage origination and real estate brokerage, supervising two Realtors and providing broker price opinions. He is also involved in mortgage loan origination through Vintage Lending. Transamerica Financial Advisors serves a diverse 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 available on discretionary and non-discretionary platforms.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

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.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joel Archer is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Summit Brokerage Services. Archer is also the owner of Archer Financial Services LLC, a marketing DBA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

Amanda Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. She previously worked with LPL Financial and operates Huston & Associates. Outside of advisory work, she sells handmade shirts and craft kits through a home-based business called Makersuite and The Sassy Co. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of 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 solutions and manages the majority of its assets on a non-discretionary basis.