John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory services.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Prior to joining Capital Group, he was employed at PIMCO Investments, LLC for two years and held positions at Chapman University and Villanova Preparatory School. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that emphasizes fundamental research and long-term horizons. The firm manages client portfolios through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.

Steven Nielsen is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Centaurus Financial since 2017 and has been involved with Nielsen Wealth Management Group since 2010. Outside of advisory roles, he is active in teaching financial awareness seminars to the public and participates in a deferred sales trust marketing team, as well as managing a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental, technical, and overlay strategies.

Man Lin is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been affiliated with HSBC Bank USA, N.A. since 2017 and also worked at iD Cha House from 2013 to 2018. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates five model risk profiles and uses affiliated and third-party providers for asset allocation, fund selection, and ongoing monitoring.

Steve Shim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding a Series 66 designation and 18 years of industry experience. His prior work includes a decade at Axa Advisors, LLC, and he currently operates Coram Deo Insurance and Financial Services, Inc., brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and over 48 years of industry experience. He has been with Planmember since 2012 and concurrently operates A.R. Huguez & Associates, a financial and insurance sales service he founded in 1982. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Centaurus since 2020, previously spending 21 years at Coordinated Capital Securities, Inc. Outside of her advisory role, she co-owns a tax preparation business in Los Alamitos. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, utilizing a mix of discretionary and non-discretionary arrangements and various analytical approaches.

Harris Kagan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1985. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset 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 a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary strategies.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through multiple platforms, managing a combination of discretionary and non-discretionary assets.

William Ford is a CFA® charterholder with eight years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with affiliated Capital Group entities from 2008 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds. The firm’s investment approach relies on fundamental research, a multi-manager system, and tax-aware techniques.

Rene Moran IV is a financial advisor at Centaurus Financial, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Downey Federal Credit Union, J.P. Morgan Securities, and JPMorgan Chase Bank. Moran has also worked in various non-financial roles, including positions at Hambone's Bar and Grill and Martin Luther King Daycare. 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 both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

Christopher Martin is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he serves as president and CFO of Glorietta Management Group Inc., a company providing business and personnel management solutions to niche businesses. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a variety of analytical approaches and provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Alice Agyemang Badu is a CFP® professional with 14 years of industry experience, currently advising with Eagle Strategies (NY Life). She has been with Eagle Strategies since 2013 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves on the board of Amasan Radio, an online station focused on supporting the immigrant Ghanaian community, and holds leadership roles in nonprofit organizations related to education and library support. Additionally, she volunteers with the CFP Board’s Disciplinary and Ethics Commission. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types, working with individual investors, institutional clients, and plan sponsors, with an emphasis on non-discretionary asset management and fiduciary responsibilities.

Robert Schimmel is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he serves as an operations manager at Hamilton Wealth Management, where he is involved in administrative, sales, marketing, and advisory services. 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 a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Gregory Heyman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Ryan Jeffries is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at JPMC Bank NA and J.P. Morgan Securities LLC. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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 a variety of discretionary and non-discretionary arrangements.