Nadia Diaz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Aduna Capital, Wealthbox, LPL Financial, and CUNA Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and annual rebalancing.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. 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, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Kenneth Gallagher is a CFP® with 24 years of industry experience, currently serving at Commonwealth Financial Network. He previously worked at Northwestern Mutual in various roles from 2002 to 2024 before joining Duthie & Gallagher Wealth Management. Outside of his advisory work, he serves as a trustee for a family trust that manages residential real estate investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Hamid Hanifi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has four years of industry experience. He has held multiple roles in telecommunications and technology companies, including serving as CTO and advisory board member for several ventures such as TELE110 LLC and Proud Holding. Outside of his advisory work, he is involved in the wholesale and retail telecom business through independent contracting. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms.

Thomas Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc. since 2009. In addition to his advisory role, he is involved in fixed insurance sales under Diversified Investment Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christopher Perea is a financial advisor with First Command Advisory Services in Garden Grove, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Amazon.com LLC for five years and the Adel Wiggins Group for another five years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Eric Post is a financial advisor with Guardian Life and Park Avenue Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes multiple roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2013. Outside of his primary advisory duties, he is involved in selling fixed insurance products outside of Guardian Life. Park Avenue Securities LLC, where Mr. Post is affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and diverse advisory programs, including model portfolios and a hybrid digital advisory solution.

Aminatou Bah is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at Somerset CPAs and Advisors, KPMG, and held multiple roles at Butler University. Outside of her advisory work, she is a part-time employee at Bambino Technologies, Inc., a childcare organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

R Jeffrey Morrison is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at both firms since 2010 and also operates Campus Pathway, a college counseling business that he continues to manage on a limited basis. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships.

Imran Ahmed is a financial advisor with Eagle Strategies (NY Life) in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with New York Life-affiliated firms since 1993 and has served as an insurance broker for non-registered insurance products since 2004. Ahmed is also an investor in cryptocurrencies, including Bitcoin, Ripple, and Litecoin. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations across various program types and manages a majority of its assets on a non-discretionary basis.

Liyun Chi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale combined with unique market roles such as operating as a swap dealer and futures commission merchant.

Mia Ros is a financial advisor with HSBC Securities (USA) Inc. based in Irvine, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with HSBC and its affiliates since 2017, including a role as a Bank Officer with HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her registered representative duties. HSBC Securities (USA) Inc. serves a diverse client base including individuals, retirement accounts, charitable organizations, and corporations through a variety of managed account programs. The firm uses a structured investment process featuring multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and portfolio management.

Syed Rizvi is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His work history includes roles at HSBC Bank USA, N.A., HSBC Securities USA, Inc., UnionBanc Investment Services, and MUFG Union Bank. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm’s investment approach incorporates multiple risk profiles, strategic and tactical asset allocation, and ongoing fund due diligence, supported by affiliated and third-party providers.

Alexandra Fedynsky is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 17 years of industry experience. She worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.

Blanca Intriago is a CFP® professional with over 32 years of experience in the financial industry. She has been with Centaurus Financial, Inc. since 2017 and previously worked at LPL Financial for eight years. 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 management of annuity and variable life sub-accounts.

Darren Grossman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Centaurus Financial, Inc. since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also principal of CGM Risk Management and Insurance Services LLC, where he engages in property and casualty insurance services and carrier trainings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutional entities. The firm offers a range of financial planning and portfolio management solutions through platforms such as CLASSIC Plus, with discretionary and non-discretionary arrangements tailored to client needs.

Kylee Bowden is a financial advisor with Primerica Advisors who holds a Series 66 designation and has six years of industry experience. Her work history includes roles at Park Avenue Securities, Guardian Life Insurance, and Wells Fargo Advisors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies alongside financial planning and business consulting.

Grant Hansen is a Series 66-licensed financial advisor with Independent Financial Group, LLC, where he has worked since 2016. He has 16 years of industry experience. Outside of his advisory role, he is a joint owner of residential and vacation rental properties with his wife. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs through its national network of Investment Adviser Representatives.

Joseph Gieser is a Series 66 licensed financial advisor with Independent Financial Group, LLC and has four years of industry experience. Prior to joining Independent Financial Group in 2023, he worked at Crown Capital Securities and Xanterra, and he holds a role as Vice President of CAPS Management, where he is involved in tax preparation and accounting services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.