Nicholas Ellis is a financial advisor at Kestra Advisory with 42 years of industry experience. He previously spent 25 years at Centaurus Financial, Inc. In addition to his advisory role, Ellis is president of Ellis Advisory Group, where he prepares tax returns. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, and manager due diligence.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves 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 both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Kevin Fryc is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 license and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, Ernst & Young, LLP, and Cohnreznick LLP. His background includes roles in both financial services and accounting. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management through personalized strategies and access to resources across the Goldman Sachs ecosystem.

Kathy Gardner is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has a background in real estate brokerage dating back to 1993. Gardner is also involved in property management through ownership and management roles in multiple LLCs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with access to proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Robert Baytosh is a financial advisor at SPC with 30 years of industry experience. He has held positions at Sigma Planning Corporation and Sigma Financial Corporation since 2012 and previously worked at LPL Financial from 2007 to 2012. Baytosh is registered with Series 63 and Series 66 licenses and operates a DBA at Matles Wealth Management in Orange, CA. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm delivers personalized investment advice through a large advisory network and is known for its affiliations with broker-dealers and insurance agencies alongside its partnership with Fidelity for managed accounts.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.

Michael Oliver is a financial advisor with Primerica Advisors who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the June Lake Fire Department. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies through discretionary and non-discretionary accounts.

Na Li is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019, including a prior role at Citibank. 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 and combines large institutional scale with unique market roles, including in-house research and involvement in derivatives and futures services.

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Victoria Wang is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, having previously worked at LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as the treasurer on the board of Soroptimist International of Long Beach, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Juan Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He worked at Wells Fargo Bank NA from 2005 to 2021 before joining Citigroup in 2021. Outside of his advisory role, Guzman owns a residential landscaping business in Westminster, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a swap dealer and futures commission merchant.

Robert Gascon is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including over 35 years at Hornor, Townsend & Kent and a concurrent role at Penn Mutual Life since 1983. Gascon also owns and operates a life insurance brokerage business, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Robert Henderson II is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Windes Inc, a CPA practice, where he has worked since 2013. Integrated Wealth Concepts serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Elijah Goble is a financial advisor with Citigroup Global Markets in Huntington Beach, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2018, he worked at Bank of America and Merrill Lynch. Outside of finance, he manages Grant Goble LLC, a live entertainment production company specializing in audiovisual support for music events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with an emphasis on internal oversight and combines large institutional scale with specialized market roles.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Chiahsin Ku is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various 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 large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Jeffrey Yim is a financial advisor with Eagle Strategies (New York Life) based in Orange, California, holding a Series 66 license and three years of industry experience. He has served as an adjunct professor of philosophy at Concordia University Irvine since 2016 and holds a board officer position with Love Orange, a local organization that brings together faith, business, and city partners for community service. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients, with a focus on tailored solutions and primarily non-discretionary asset management.