Christopher Haberl is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Haberl has been with Centaurus Financial since 2013 and previously worked at Direct Insurance Business beginning in 1996. Outside of advising, he is involved with Retirement Educators, where he offers a retirement planning workshop, and he invests personally in trust deeds and a biotech investment fund. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and specialized services such as advisory management of annuities and variable life sub-accounts, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

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.

Amber Lembo is a CFP®-credentialed financial advisor with four years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to that, she was employed at Purshe Kaplan Sterling Investments and Integrated Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes.

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 with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Centaurus Financial since 2016 and previously worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. Outside of advising, he serves as a board member and treasurer for the Right to Life League of Southern California, where he consults on finance and budgeting matters. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, and nonprofits. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and 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 over 21 years of industry experience. Chen has worked with multiple firms including Ameritas Investment Corp, Capstone Financial Group, and Strategic Horizon Inc. Outside of advisory roles, Chen is involved in health and life insurance sales through several agencies he owns or represents. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

John Choi is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he was involved with Comfort DTC Inc. dba Molecule for seven years. Choi also serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach for underserved communities. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate 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.

Ananta Chhippi Mourya is a CFA® charterholder currently with Beacon Pointe Advisors, LLC, bringing one year of industry experience. Prior to joining Beacon Pointe, Mourya held roles at MassMutual Life Insurance Company, MML Investors Services LLC, Grodin Financial Services, Center Point Inc, and Lincoln University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

David Tang is a financial advisor at NewEdge Advisors with a Series 65 designation and two years of industry experience. Prior to joining NewEdge Advisors in 2024, he worked at UCI Medical Center for ten years and St. Joseph's Hospital for five years. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Jeremy Mincks is a CFP® professional with 12 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2016 and is also affiliated with LPL Financial, where he has worked since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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.

Stan Dreyfuss is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at D.A. Davidson & Co. for 11 years. Outside of his advisory role, he serves as a trustee for a family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.