Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. 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 model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Steven Mc Brayer is a financial advisor with Prime Capital Financial in Costa Mesa, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and several wealth management firms. He is also associated with Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning services through its affiliated accounting subsidiary.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Jerry Brown is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Centaurus Financial since 2012. Outside of advisory work, he owns J. F. Brown Financial Services, LLC, through which he markets life and long-term care insurance. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a combination of discretionary and non-discretionary management with various analytical approaches.

Michael Elias is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and bringing 39 years of industry experience. His prior experience includes roles at Packerland Brokerage Services Inc. and Executive Design Insurance Services. Outside of his advisory work, he serves as president of Elite Wealth Advisors, where he focuses on life insurance, long-term care, and disability insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies alongside third-party overlays and alternative investment options.

Insun Song is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Eagle Strategies in 2026, Song has been affiliated with Jooha Financial & Insurance Services Inc. since 2014 and with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through affiliated investment adviser representatives, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. 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 employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Quang Mike Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Golden Choice Lending Corporation and 24/7 Mortgage Corporation. Tran has served in the Army National Guard for 20 years and maintains ownership of QTD International LLC since 2012. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm uses a range of proprietary and third-party investment models with both discretionary and non-discretionary program options.

Edgardo Ortiz Flores is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets since 2022. His prior roles include positions at J.P. Morgan Securities and Bank of America N.A., with a career spanning various prominent financial institutions. Citigroup Global Markets Inc. serves individual and institutional clients across multiple 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 scale with specialized market roles and arrangements.

Luke Belden is a financial advisor with Guardian Life holding a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and Proverbs Financial & Insurance Services. Outside of advisory work, he has been involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with options for discretionary and non-discretionary management.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, 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 customized portfolios with a long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions across multiple program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and also has a background as a part-time supervisor at United Parcel Service. Additionally, he operates a marketing DBA called Money Matters and is a licensed California insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to accommodate diverse client needs.

Joseph Silla is a financial advisor with Primerica Advisors in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he provides clients with insurance products such as long-term care, income annuities, disability, and life insurance outside of Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Adam Wass is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His work history includes roles at Financial Partners Services since 2001, LPL Financial from 2011 to 2022, and Infinex Investments, Inc. since 2022. Outside of advisory work, he is involved with AmeriEstate, providing prepaid legal and trust services and client referrals. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with decentralized investment management by its advisers.

Johnny Tep is a CFP® with one year of industry experience, currently serving as a financial advisor at Mariner. His prior work includes roles at Walker Wealth, Griffin Capital Securities, and GCI Solar. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios managed by an Investment Committee and supported by in-house research and third-party managers.

Debra Popovich is a financial advisor with Kestra Advisory in Fullerton, CA, holding 10 years of industry experience. She previously worked at LPL Financial from 2014 to 2018 and has been involved with RD Tax Services since 1993. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.