Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Masayuki Nakayama is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at World System Builders and Nissin International Transport. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of discretionary and non-discretionary investment solutions.

Vincent Maldonado is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at firms including Robinhood and California State University. Maldonado is also a registered representative with LA Pension Planners and engages in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and JP Morgan Chase Bank during his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through both non-discretionary and discretionary portfolios.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. 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 with both discretionary and non-discretionary arrangements.

Jianmin Li is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with HSBC Securities since 2010 and concurrently 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 client-directed and discretionary platforms. The firm employs a multi-model investment approach supported by HSBC Global Asset Management and third-party providers, offering both U.S. and offshore investment options.

Joyce Lee is a CFP® professional with 12 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2024 and previously spent nine years at First Foundation Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a mix of separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Aaron Jackson is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and has previous experience at PFS InvestmentS Inc, Primeric Financial Services, and the U.S. Department of State. He serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisors who offer customized investment strategies and fiduciary services across discretionary and non-discretionary accounts.

Anthony Mauro is a financial advisor at Centaurus Financial, Inc. in Orange, CA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked at Centaurus Financial since 2012 and previously at Pacific Point Securities, LLC from 2009 to 2017. Mauro is also president of Mauro Wealth Planning, a DBA used for marketing and branding purposes. 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, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds the Series 66 and Series 63 credentials and has six years of industry experience. Prior to his current role, Joseph worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years, and was involved with MediaMix 365 for three years. 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 advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

Noreen Mares is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is associated with Ramos Consulting and Wealth Management Firm, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Michael Lange is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, City National Bank, and Wells Fargo in various capacities. Outside of his financial advisory role, Lange serves as a board member and coach for a girls' youth softball league and has provided baseball and softball lessons. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to guide investment allocation, managing primarily non-discretionary accounts with oversight from an Investment Products Committee.

Myunghee Byun is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has prior experience at Zeinvest Consulting, WFGIA, equitable, and Stanley Prep. In addition to her advisory work, she is the CEO of Urban Beast US, a children's clothing company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.

Victoria Martin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. She has worked at Centaurus Financial since 2006 and is also associated with Archangel Financial. In addition to her advisory role, Martin is a licensed attorney in California and owns a law practice specializing in estate planning, probate, special needs conservatorships, and trust administration. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts through a blend of discretionary and non-discretionary arrangements. The firm employs a variety of analytical approaches and provides access to model overlay programs, tax-overlay services, and approved third-party money managers.

Jasmine Wong is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to her current role, she was self-employed and worked in education at Mt. San Antonio Community College and Walnut High School. Outside of financial advising, she is a photographer and videographer for special events and serves as a notary public. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm employs a large network of advisors and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Naira Melkonyan is a financial advisor at Citigroup Global Markets in Los Angeles, CA, with 12 years of industry experience. She holds the Series 66 and Series 63 credentials and has been with Citigroup Private Bank since 2013. Outside of her advisory role, she acts as a Notary Public for friends and family. 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 combines large institutional scale with specialized market roles and arrangements.

Guannan Li is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and four years of industry experience. He also has an ongoing role as a broker associate at RG Realty since 2015 and works as an insurance agent outside of his advisory duties. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement plan services through various platforms and third-party programs. The firm combines strategic asset allocation with active and passive investment exposures and operates as a dually registered broker-dealer and investment adviser.