Raymond Chavez is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience, including 21 years at Centaurus. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in BWRC & Associates, a non-investment-related business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary arrangements with multiple investment analysis approaches.

Sze Wan Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. Lee holds Series 63 and Series 65 licenses and has worked at several firms, including Capital One Financial Corp and IBM. In addition to advisory work, Lee is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms such as Transamerica ONE, TFA365, and the Transamerica ALPHA digital program.

Steven Stauff is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with IEQ Capital, LLC since 2023 and previously worked at City National Bank for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process includes centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Andrew Szewc is a financial advisor at EP Wealth Advisors with a Series 65 designation and three years of industry experience. He has worked at EP Wealth Advisors since 2024 and held prior positions at Executive Wealth Management, Inc. and Fratarcangeli Wealth Management. Szewc serves as a volunteer board member for the Hillsdale College Alumni Association, chairman of the Alpha Tau Omega Fraternity Beta Kappa Chapter Alumni Board, and treasurer of the Work Skills Foundation Board, where he also advises on the foundation’s investment account. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Verne Weisberg is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his financial advisory role, he has an extensive career including medical practice and business mentoring. He is also the managing partner of Birchwood Holdings, LLC, which invests in various opportunities including equities, commodities, venture capital, and private placements. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steven Lazette is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2010. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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 for annuities and variable life sub-accounts.

Cesar Garcia is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he has maintained involvement with HD Concreteworks since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, 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.

Tamara Tudor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Bridge Advisory LLC, Matrix Private Capital Group, Keudell Morrison Wealth Management, Kemper Insurance, and Legal & General Insurance Co. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, using a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Nicole Gasque is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She previously worked at Spectrum Wealth Management and has a background in the restaurant industry. Gasque holds Series 63 and Series 65 licenses and also serves as a power of attorney for her mother. J. W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management and employs a combination of fundamental and technical analysis alongside model and manager-based strategies.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Ethan Norris is a financial advisor at Mariner in Newport Beach, CA, holding a Series 65 designation with no prior industry experience before joining the firm. His background includes four years at Pitzer College and four years at Branham High School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Hyelee Dan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Eagle Strategies since 2018 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2008. Outside of advisory work, she is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a broad range of individual and institutional clients, providing 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 through a network of affiliated investment adviser representatives within the New York Life affiliate structure.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Adam Hale is a CFP® and holds a Series 65 license. He is a financial advisor with EP Wealth Advisors in Torrance, CA, where he has worked for four years. Prior to his financial advisory role, he was involved in a personal gardening business. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis along with diverse investment strategies.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Michael Nemzek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at JPMORGAN Securities LLC for three years. He also teaches fundamental principles of comprehensive personal financial planning at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Phu Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the Series 63 and Series 66 designations and with 17 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2006. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Nicholas Tan is a financial advisor with Goldman Sachs Wealth Services and holds the Series 66 designation. He has one year of industry experience and has previously worked at the Bank of New York Mellon and Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates capabilities across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics in its advisory process.