Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. 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, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. 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, providing a broad range of advisory and execution services.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. 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 swap dealer and futures commission merchant activities.

Shawn Finley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. Based in Torrance, CA, he holds a Series 66 license and has experience in annuities and insurance products as part of his broader financial advisory work. 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 manages approximately $3.65 billion across more than 37,000 accounts, providing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Lucas Dipietro is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Centaurus Financial since 2016 and previously worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. Outside of advising, he serves as a board member and treasurer for the Right to Life League of Southern California, where he consults on finance and budgeting matters. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, and nonprofits. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and both discretionary and non-discretionary arrangements.

Joel Sheldon is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Lincoln Financial Advisors. Outside of his advisory duties, Sheldon engages in engineering consulting services and manages his financial services business through an S-Corp structure. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes both proprietary and third-party portfolio management programs across a large network of advisors.

Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Chen has worked with multiple firms including Ameritas Investment Corp, Capstone Financial Group, and Strategic Horizon Inc. Outside of advisory roles, Chen is involved in health and life insurance sales through several agencies he owns or represents. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

David Tang is a financial advisor at NewEdge Advisors with a Series 65 designation and two years of industry experience. Prior to joining NewEdge Advisors in 2024, he worked at UCI Medical Center for ten years and St. Joseph's Hospital for five years. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Megan Carden is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. She previously worked at Wacker Wealth Partners for nine years before joining EP Wealth Advisors in 2024. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and additional services including tax preparation and estate-document facilitation.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Moya Higgins is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Churchill Management Group since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrey Manannikov is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at Bank of America, Merrill, JPMorgan Chase, and TD Bank. He has worked across both banking and securities firms during his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options, supported by strategic asset allocation and fund due diligence conducted alongside HSBC Global Asset Management and affiliated providers.

Thomas Kyle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with EP Wealth Advisors and previously worked at Benefit Financial Services Group, LPL Financial, Simpsons Premium LTD, and has held roles outside the financial industry including at Concordia University Irvine and the UK Government's Department of International Trade. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a range of investment strategies, including fundamental, technical, and cyclical analysis, while providing ancillary services such as tax preparation and estate-document support for qualifying clients.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Kevin Oreilly is a CFP® and holds a Series 65 license with 17 years of experience in financial advising. He has been with Foothills Financial Planning And Wealth Management Inc. since 2008. Oreilly is based in Torrance, CA and is currently affiliated with EP Wealth Advisors. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets across 214 advisors.

Julee Sarto is a financial advisor with EP Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Executive Wealth Management, Private Client Services, and Cetera. She serves as secretary of Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC, holding a Series 66 designation with industry experience beginning in 2022. Prior to joining Independent Financial Group in 2026, she worked at Sumitomo Mitsui Banking Corporation from 2014 to 2022. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services through multiple platforms, combining in-house and third-party model portfolios while operating as both a registered investment adviser and active broker-dealer.

Jack Curran is a financial advisor at EP Wealth Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. before joining EP Wealth Advisors in 2021. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios, and provides ongoing monitoring and rebalancing, including recommendations of third-party managers and ERISA plan services.