Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Independent Financial Group in 2024, he worked at Clearwater Benefits LLC, Transamerica Financial Advisors, Inc., and other firms. Outside of his advisory role, he is an officer and owner at Avilia Inc. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of platforms and model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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, including in-house research, security pricing, and derivatives services.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he manages insurance services including term life, whole life, health, and disability insurance through a separate business. 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, and retirement-plan consulting through various platforms, utilizing both discretionary and non-discretionary investment arrangements.

Jeremy Chang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and a Series 65 license. He has nine years of industry experience, including five years at Pillar Pacific Capital Management, LLC, and five years with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

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.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group, Inc. Outside of her advisory work, she is involved in the sales of insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Previously, he worked at PIMCO Investments and has experience in both investment management and academia. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and other clients using a multi-manager approach based on fundamental research and a long-term investment horizon.

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.

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 possessing 48 years of industry experience. He has been with Planmember since 2012 and has operated A.R. Huguez & Associates, a financial and insurance sales service, since 1982. Hugues also functions as an independent insurance agent under the same business name. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and support. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios tailored from conservative to aggressive.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation business. 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 and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

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 with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Downey Federal Credit Union and J.P. Morgan Securities. 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 variety of financial planning and portfolio management services through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements.

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.