Erin Green is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill, UBS Financial Services, Stifel, and Agia. In addition to her advisory role, Erin is appointed as an agent to sell non-securities insurance products for Agia. 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 to construct client portfolios.

David Cockeram is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent with Agia, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Andrea Gilbert is a financial advisor with Transamerica Financial Advisors in Riverside, CA. She holds Series 63 and Series 65 licenses and has been in the industry since 2019. Prior to joining Transamerica, she was associated with WFGIA and operated Plums Cafe & Catering for nearly two decades. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with options for discretionary and non-discretionary management.

Hermann Rojas is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017, and spent eleven years at Enterprise Rent-A-Car Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products.

Beneta Reynoso is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. She has been with Centaurus since 2007. Outside of her advisory role, she serves as CEO of Empire Financial Benefits, Inc., and is involved in estate planning services through Epic Estate Plans and AmeriEstate Legal Plan, Inc. 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 platforms like CLASSIC Plus, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Ian Ott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and four years of industry experience. He co-owns Warmen & James Private Wealth, a private entity facilitating securities, advisory, and insurance business. Ott has worked at several firms, including Royal Alliance Associates and Mountain West Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed account programs, third-party asset manager access, retirement consulting, and custody services.

Jeffrey Beaulieu is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Eagle Strategies since 2016 and has maintained ongoing roles with New York Life and Nylife Securities since 1994. Outside of his advisory work, he is a motivational speaker, delivering personal messages on positivity at New York Life meetings. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and focuses primarily on non-discretionary asset management, operating within the integrated New York Life affiliate structure.

Violeta Mendez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Voya since 2016 and previously worked at Valic Financial Advisors for 13 years. In addition to her advisory role, she is an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, plans, charities, and corporations. The firm combines in-house and outside strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a broad network of advisors.

Sean Muhlstein is a CFP® professional with 20 years of experience in financial advising. He has been with VOYA Financial Advisors, Inc. since 2015 and previously worked at Wells Fargo Clearing. Outside of his advisory work, he is involved in fiction writing and community education on opera, delivering lectures with audio and video presentations. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisers, combining model portfolios and technology-enabled tools with both discretionary and non-discretionary account management options.

Austin Bustamante is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with firms including Blue Cedar Financial and Insurance Solutions and Generations Capital Strategies & Insurance Solutions. He is also involved in insurance brokering through his DBA, Blue Cedar Financial and Insurance Solutions, focusing on New York Life products and other insurance services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Daniel Yee is a financial advisor with Money Concepts Capital Corp in Riverside, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and operates Vision Solved Franchise Services as a franchise consultant. Additionally, he provides medical insurance consulting through a sole proprietorship. Money Concepts Advisory Service (MCAS) manages portfolios and offers financial planning and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Albert Munoz is a financial advisor with PlanMember Securities Corporation in Redlands, CA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with PlanMember since 2003 and also operates an independent insurance agency. Munoz serves as a director and treasurer on the board of The Grove School, where he oversees finance and budgeting. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Kevin Landen is a financial advisor with Valic Financial Advisors in Riverside, California, holding Series 63, 65, and 66 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also has a background with Agia since 2022. Additionally, he is involved in real estate activities, working as a real estate agent focusing on listing properties for family and friends. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, using discretionary unified managed accounts and overlay services to tailor client portfolios.

Dean Dean Sanderson is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Outside of his advisory role, he serves as president of The Life Builders, Inc., a family corporation, and provides in-home care for his son. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Paul Sprague is a financial advisor at Voya Financial Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya Financial Advisors since 2014, following seven years at Voya Financial Partners, LLC. Outside of finance, he assists with an antique and estate jewelry business owned by his domestic partner, supporting show setups and sales activities. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, plans, charities, and corporations. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary management through a large network of advisors.

James Riner is a financial advisor at Centaurus Financial, Inc. with 46 years of industry experience. He holds the Series 63 designation and has worked at Centaurus Financial in two separate periods totaling 10 years, as well as three years at Crown Capital Securities, LP. He is also the owner of James Riner & Associates, a non-investment related business used for 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness 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.

Timothy Merwin is a CFP® professional at VOYA Financial Advisors, Inc. with eight years of industry experience. He previously worked at Financial Management Network Inc, FMN Capital Corporation, and Aon Hewitt. Outside of his advisory role, he referees youth soccer games on weekends. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, third-party money manager access, and retirement advisory services. The firm employs a combination of in-house and external strategists and technology tools to implement client-focused investment strategies, primarily through non-discretionary accounts.

David Hilton is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience and holds a Series 66 designation. He has worked at VOYA Financial Advisors since 2014 and previously spent nine years at Voya Financial Partners, LLC. Outside of his advisory role, he serves as a tour guide for underwater scuba diving tours at the Aquarium of the Pacific. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment recommendations, providing both discretionary and non-discretionary account management.

Joe Marini is a financial advisor at Voya Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Voya Financial Advisors and its affiliates since 2004. Outside of his advisory role, he is involved in managing rental properties. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a large network of representatives, using a combination of in-house and external strategies with a focus on both non-discretionary and limited discretionary management.