Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Centaurus Financial since 2017 and is also a junior partner at Empire Financial Benefits, Inc. Outside of advisory work, Reynoso is a certified tax preparer and works part-time assisting clients with medical insurance placement for Blue Shield and Kaiser. 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 a blend of fundamental and technical analyses, accommodating both discretionary and non-discretionary arrangements.

John Barba is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. His career includes roles at Teachers Financial Services since 1999 and self-employment since 1990. He is also an independent insurance agent specializing in the sale of fixed insurance products and servicing annuity clients. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, including wrap programs and third-party money manager access. The firm provides predominantly non-discretionary advice and operates both as an SEC-registered investment adviser and broker-dealer.

Justin Dorado is a financial advisor with PNC Wealth Management in Riverside, CA, holding Series 63 and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithmic risk assessments and discretionary model accounts managed with mutual funds and ETFs.

Vincent Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Voya Financial Advisors since 2017 and previously spent six years at Valic Financial Advisors. Outside of his advisory role, Alvarez serves as a pastor at The Bridge Church, where he leads Sunday services and Wednesday Bible study. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based relationships.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

George Peterson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Voya and its affiliates since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via non-discretionary arrangements.

Nain Perez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Valic in 2016, he worked at Merrill and Bank of America, N.A. He is also involved in non-securities insurance products through a role at Agia and engages in occasional buying and selling of raw land. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. Integrated Wealth Concepts serves 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, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Daisy Wang is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Wang also brokers non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and focuses primarily on non-discretionary advisory relationships.

Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Tara Peng is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at HSBC Bank USA N.A. from 2012 to 2021 before joining Citigroup in 2021. 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 employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with unique market roles, including derivatives and futures services.

Pedro Magno III is a Series 65-licensed advisor with Transamerica Financial Advisors. He has been with the firm since 2026 and has previous experience at Glidewell Dental and In-Roads Creative Programs. Outside of financial advising, he is involved with In-Roads Creative Programs and has work experience spanning both corporate and creative sectors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and brokerage services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment management needs.

Ted Baker is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner in 2026, he worked in research and clinical roles at Charles River Laboratories, the San Francisco Research Institute, and Icon Clinical Research, following six years at Target. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers across various asset classes and also provides integrated tax and accounting capabilities uncommon for a firm of its size.

Laura Vasquez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Citigroup Global Markets since 2007. 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, supported by extensive in-house research, execution, and custody capabilities.

Liliana Fahel is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya since 2017, following a year at GWFS Equities, Inc. Outside of her advisory work, she has been involved with Cubano Cigars and Tobacco for over 16 years and acts as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm emphasizes non-discretionary investment recommendations and operates through multiple program structures, including wrap programs and third-party money manager access.

Kexin Hou is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has prior work history at firms including Cetera, East West Bank, and HSBC Securities. 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 employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles.

Joshua Cervantes is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at New York Life Insurance Co, NYLIFE Securities LLC, BBVA Compass, and Agia, where he is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Austen Karr is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services from 2015 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services that include fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matthew Sharabi is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, DH Financial & Insurance Services, and Allstate Insurance. He serves as treasurer and a board member of his local homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michele Medugno is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Michele has worked at Voya Financial Advisors since 2014 and has been involved with Teaque Financial Insurance Services, Inc. since 2002. Outside of advising, he is also an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and multiple advisory programs, often delivering recommendations through non-discretionary arrangements rather than discretionary management.