Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Steven Rodriguez is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2019, he served four years in the United States Marine Corps. Outside of advising, he manages a rental property in Huntington Beach, CA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary options.

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.

Christopher Haberl is a ChFC®-designated financial advisor with 34 years of industry experience, currently with Centaurus Financial, Inc. since 2013. He has been involved in the Direct Insurance Business for over 30 years. Outside of advisory services, he owns and operates a retirement planning workshop and participates as an investor in private biotech-focused investment funds. Centaurus Financial, Inc. serves a diverse clientele including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment analysis techniques and provides both discretionary and non-discretionary services through multiple platforms and approved third-party managers.

Jeremiah Pangan is a financial advisor with Prime Capital Financial holding a Series 66 designation and nine years of industry experience. He has worked with firms including 20/20 Financial Advisers of San Diego, Ameritas Investment Corp, and 2020 Capital Management. Outside of advising, he serves as a board member of Mountain View Church, overseeing church operations and budgeting. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for private investments.

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.

Yiwei Li is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 designations and four years of industry experience. Prior to joining Citigroup in 2026, Yiwei worked at JPMorgan Chase Bank and J.P. Morgan Securities, and has entrepreneurial experience with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services supported by in-house research, extensive manager oversight, and multi-asset, multi-manager strategies.

Robert Bukacek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes multiple roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he operates a life coaching podcast. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs, using both proprietary and third-party strategies.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016. Outside of his advisory role, he serves on the board of a nonprofit organization where he advises on finance and budgeting, and he is involved in property and casualty insurance as well as health insurance sales. 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, utilizing 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 21 years of industry experience. Chen has worked at multiple firms including Strategic Horizon Inc., Jenstar Financial and Insurance, and Capstone Financial Group, with a career spanning roles in insurance sales and financial services. Outside of advisory work, Chen is involved in selling health and life insurance products through several affiliated insurance businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable products, and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners for portfolio construction and oversight.

John Choi is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, CrossStar Financial and Blue Cedar Financial and Insurance Solutions. Choi serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Rudolph Brandes is a CFP® professional with 11 years of experience currently advising at Mercer Global Advisors Inc. in Newport Beach, CA. His prior experience includes roles at Jackson Financial Management. Outside of advising, he serves on the finance committee of the Woodbridge Village Association, is a board member of the Vista Verde Foundation, and is the founder and principal consultant of Rudymentary AI Consulting LLC, which provides AI strategy and training services. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of investment vehicles and specialized programs.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Jeremy Mincks is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Stratos Wealth Partners, Ltd since 2016 and previously at LPL Financial and Edward Jones. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies across multiple custodians.

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.

Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.

Justtini Aliaga is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and previously worked at Amerivest Investment Management, LLC and TD Ameritrade Inc. before joining TIAA-CREF in 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with connections to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized portfolio options.

Kiho Choi is a financial advisor at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services, LLC and Haussmann Financial Inc. Choi has also operated his own financial planning business since 2003. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.