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.

Courtney Brown is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding one year of experience in the industry. He is also a CPA partner at Windes, a CPA firm where he has worked since 2010. Brown divides his professional time between wealth management and accounting. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term rebalancing strategies.

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.

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.

Kate King is a CFP®-certified financial advisor with 23 years of industry experience. She has been with Centaurus Financial, Inc. since 2010. In addition to her role at Centaurus, she is the owner and founder of The KFK Group and is involved with Waltz and King, both non-investment-related ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized services.

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.

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.

Eric Gallinger is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2023, he worked at Bank of America and Merrill for over a decade. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charities, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Daniel Kean is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC for eight years before joining Focus Partners Wealth in 2024. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office support, fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis and utilizes a broad network of affiliated service companies and product relationships.

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.

Robert Lee is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

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.

James Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Warner Pacific and multiple LLCs focused on estate planning and client services. Outside of advising, he provides estate planning referrals and health insurance services through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Yasasri Weerasuriya is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, Yasasri worked at Fidelity Brokerage Services and Financial Advisors Network. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while offering a range of portfolio management and private market investment options.

Paul Finchamp is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. In addition to his advisory role, he is actively engaged in the group insurance business, focusing on health plans and ancillary employer-sponsored benefits. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports multiple account-level services such as lending solutions and donor-advised funds.