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.

Cody Mutz is a Series 65-licensed advisor with CWM, LLC, based in Irvine, CA. He has one year of industry experience, including positions at Carson Wealth Management and prior roles outside the financial industry. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a broad range of services including portfolio management, financial planning, and retirement plan solutions.

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.

Bryan Cooper is a financial advisor with Commonwealth Financial Network in Mira Loma, CA, holding a Series 66 designation and eight years of industry experience. His career includes multiple tenures at Commonwealth Financial Network and leadership at Cooper Associates. He has worked in appraisal services at BRC Appraisal for over two decades. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and personalized investment solutions.

Taylor Salisbury is a financial advisor with LPL Financial based in Irvine, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Stratos Wealth Partners, Ltd, where he provides administrative support. Additionally, he has connections to multiple related advisory entities including Rooted Advisory Group. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Javier Lopez is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and three years of industry experience. He has been with Transamerica since 2022 and is also the owner of CroesusFG LLC, which manages tax services related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Hermann Rojas is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017, and spent eleven years at Enterprise Rent-A-Car Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products.

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.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Jesus Rodriguez is a CFA® charterholder based in Irvine, CA, with four years of industry experience. He is currently affiliated with CNR Securities, LLC and previously worked at Wells Fargo for five years. Rodriguez holds a Series 63 registration. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, investment companies, and governmental entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis across various asset classes, frequently collaborating with third-party sub-advisors to create customized portfolios.

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.

Kyung Chang is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and The Prudential Insurance Company of America. He also maintains a licensed insurance agent role, focusing on the sales and service of fixed insurance products such as life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Spiridoula Courouklis is a financial advisor at Farther with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co., Aaron Wealth Advisors, and TSG Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains roles at David White & Associates and Ameritas Life Insurance Corp. Outside of his advisory work, he is a minority owner of a former manufacturing company that now holds real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Chris Yeung is a financial advisor at Citigroup Global Markets with nine years at the firm and a total of eleven years in the industry. He holds the Series 66 designation and previously worked at Cathay Bank for two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, swap dealer and futures commission merchant roles, and offers bespoke discretionary solutions for very large relationships.

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.

Dylan Dunlea is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior roles include positions at Reilly Financial Advisors, Bank of America, and Merrill. Outside of his advisory work, he operates an Amazon selling business. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, complemented by various active strategies and access to private market investments.

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.