Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

Erica Berger is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Knightsbridge Wealth Management and Buffalo Capital Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities offering specialized advisory and family office services.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. 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 with oversight committees and manages both discretionary and non-discretionary portfolios.

Louis Richards Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and seven years of industry experience. He has held positions at Guardian Life, Park Avenue Securities, Mutual of Omaha, and Northwestern Mutual. Outside of his advisory work, Richards is a social media content creator for lifestyle posts and serves on the Board of Directors for the Cal Poly Pomona Sales Center. Park Avenue Securities LLC, where he conducts advisory activities, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Independent Financial Group since 2018, following nine years at Sagepoint Financial, Inc. and twelve years at Financial Insights. Salter serves as a board member of St. Jude Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-based approach combining strategic asset allocation and manager selection across active and passive exposures, offering various portfolio management and financial planning services.

Ray Joseph is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Axxes Capital, City of Los Angeles Fire and Police Pensions, Foreside Fund Services, Wilshire Associates, Barclays Capital, Banc of America Investment Services, and UBS Financial Services. 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 leverages in-house research and market roles, supporting both discretionary and non-discretionary portfolio management.

Craig Brueckner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He is also a partner and co-owner of BRS Financial Group, LLC, where he has worked since 1998. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides portfolio construction flexibility and manages discretionary model portfolios through its Investment Management and Research team.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

Zhuolin Hu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has been a business owner at Degree International Group, Inc. since 2017. Prior to his current role, he worked at LPL Financial. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market infrastructure.

Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Rick Lowe is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at Ayco/Mercer Allied Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

Miguel Martin Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His background includes roles at Nationwide Student Loan and Debtmerica, in addition to his ongoing work with World Financial Group and his involvement with R&M Farm Service, where he assists with agricultural operations. 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, and maintains integrated retirement and recordkeeping affiliates.

Nvard Ter Matevosyan is a financial advisor with NewEdge Advisors holding a Series 66 credential and seven years of industry experience. Prior to joining NewEdge Advisors in 2024, she worked at Bank of America and Merrill from 2017 to 2024. Outside of her advisory role, she is a general partner at God First Enterprises LLC, a for-profit business entity. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors and employs multiple program structures supported by technology and centralized due diligence.

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Centaurus Financial since 2020, NAV ADVISORS from 2019 to 2021, and earlier positions at Arkadios Capital, Arkadios Wealth Advisors, and Balance. Outside of his advisory role, he owns Cornell Asset Management, which offers clients term life insurance and Medicare services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary investment arrangements.