George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset Management. 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 services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary strategies.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through multiple platforms, managing a combination of discretionary and non-discretionary assets.

Rene Moran IV is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Downey Federal Credit Union and J.P. Morgan Securities. 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 variety of financial planning and portfolio management services through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in various emergency medical and fire rescue roles. He has been involved with Murrieta Fire & Rescue since 2020. Independent Financial Group is a large enterprise firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a combination of in-house and third-party managed portfolios, utilizing both discretionary and non-discretionary strategies tailored to client risk profiles.

Christopher Martin is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he serves as president and CFO of Glorietta Management Group Inc., a company providing business and personnel management solutions to niche businesses. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a variety of analytical approaches and provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Callum Abernethy is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. His background includes roles at FS Investments and M2O Private Fund Advisors, as well as academic positions at the University of Pennsylvania. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a broad array of affiliated capabilities across the Goldman Sachs ecosystem.

Alice Agyemang Badu is a CFP® professional with 14 years of industry experience, currently advising with Eagle Strategies (NY Life). She has been with Eagle Strategies since 2013 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves on the board of Amasan Radio, an online station focused on supporting the immigrant Ghanaian community, and holds leadership roles in nonprofit organizations related to education and library support. Additionally, she volunteers with the CFP Board’s Disciplinary and Ethics Commission. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types, working with individual investors, institutional clients, and plan sponsors, with an emphasis on non-discretionary asset management and fiduciary responsibilities.

Robert Schimmel is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he serves as an operations manager at Hamilton Wealth Management, where he is involved in administrative, sales, marketing, and advisory services. 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 through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Alexander Deherrera is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2011, joining Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Michael Mackesy II is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at The Ayco Company, Mercer Allied, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved in dog breeding in Escondido, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management along with specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.

Richard Yuen is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup, UnionBanc Investment Services, and MUFG Union Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

John Carter is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been involved with multiple firms, including Royal Financial and GRE Development, Inc. Outside of his advisory roles, he owns and operates Carter Financial, focusing on non-variable insurance. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm offers an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Joseph Ordonez is a financial advisor with Principal Financial Services, holding Series 66, Series 65, and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at John Hancock and Pensionmark Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel living abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Yossry Ghaly is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., Equitable Advisors LLC, Swiss International Financial Brokerage, and Henyep Asiya. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles and provides discretionary and non-discretionary solutions that include exposure to alternative and digital-asset products.

Caden Wiles is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at Schwab Wealth Advisory and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., The Vanguard Group, and Road Runner Sports. Wiles is based in Irvine, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Charles Schwab’s proprietary tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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 through a variety of discretionary and non-discretionary arrangements.

Alfred Valencia is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is a part owner of a small family restaurant where he helps manage the kitchen staff. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Chris Iwamasa is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC and Merrill Lynch, Pierce, Fenner & Smith. Citigroup Global Markets serves individual and institutional clients across various segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset and multi-manager strategies using established internal standards and oversight committees, combining large institutional scale with specialized market roles.

Guy Nicio is a financial advisor with Integrated Wealth Concepts LLC and holds experience from 1 year in the industry. He is also a partner at Windes Inc., a CPA firm where he has worked since 1998. In addition to his advisory role, Nicio is involved in Windes Inc. as a partner. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolio strategies with a combination of internal management and third-party asset managers.