Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Kenneth Gallagher is a CFP® with 24 years of industry experience, currently serving at Commonwealth Financial Network. He previously worked at Northwestern Mutual in various roles from 2002 to 2024 before joining Duthie & Gallagher Wealth Management. Outside of his advisory work, he serves as a trustee for a family trust that manages residential real estate investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Skovran is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history at First Citizens Bank, Silicon Valley Bank, Boston Private Bank, and Wells Fargo Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s client process involves comprehensive financial needs assessments and employs fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Thomas Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc. since 2009. In addition to his advisory role, he is involved in fixed insurance sales under Diversified Investment Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Victor Escobedo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Citibank since 2010. Outside of his advisory role, he operates as a sole proprietor event and portrait photographer based in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and extensive market roles.

Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.

Argin Safian is a financial professional at GWN Securities Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors LLC. Outside of his financial services career, he provides in-home supportive services for elderly and disabled individuals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Negin Banaei is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, Bank of the West, and BancWest Investment Services. Outside of her advisory role, she is a partner at KLEEQ LLC, a company that provides high-precision industrial coating, engraving, and 3D fabrication services for aerospace, automotive, defense, and consumer product sectors. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Blanca Intriago is a CFP® professional with over 32 years of experience in the financial industry. She has been with Centaurus Financial, Inc. since 2017 and previously worked at LPL Financial for eight years. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Darren Grossman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Centaurus Financial, Inc. since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also principal of CGM Risk Management and Insurance Services LLC, where he engages in property and casualty insurance services and carrier trainings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutional entities. The firm offers a range of financial planning and portfolio management solutions through platforms such as CLASSIC Plus, with discretionary and non-discretionary arrangements tailored to client needs.

Cilika Xie is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 license and having one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Pennymac and has academic experience from the University of Toronto. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Benjamin Wada is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists and LPL Financial. He is also an insurance agent with SB Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Kristy Green is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes positions at National Planning Corporation and FINRA before joining TIAA-CREF in 2019. Outside of finance, she occasionally acts in movies and TV shows when opportunities arise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of discretionary management options alongside point-in-time planning services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Douglas Eaton is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its financial planning services.

Christopher Caira is a financial advisor with MassMutual Investors Services in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is a co-owner of rental property businesses with his brother. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering a variety of investment and insurance solutions.

Kenneth Ibbetson is a financial advisor with Wells Fargo Clearing in Brea, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is the sole owner of Nature's Realm, a business unrelated to his investment work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Huan Bin Lee is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Qin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, N.A., and Merrill, as well as time spent at the University of California and Arcadia High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Rakesh Patel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.