Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at Netlaw-LIVING TRUST, CULA, Concorde Education, and educational organizations such as High Impact Education/Tutor Me Education and NETXGEN Teachers LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

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.

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.

Christopher Perea is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Amazon.com LLC and Adel Wiggins Group. 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 wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

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.

Terrance Chen is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. He has held positions at several firms including HSBC Securities, HSBC Bank USA, ICBC (USA), and Cetera Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Mia Ros is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding Series 63 and 66 licenses and having seven years of industry experience. She has worked with HSBC and its affiliates since 2017, including roles at HSBC Bank USA National Association as a bank officer, alongside her registered representative duties. Mia previously worked at Premier Healthcare Services and Bank of the West. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses a five-profile investment process and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and portfolio management.

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 financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill for six years before joining Independent Financial Group in 2016. Outside of his advisory role, Hansen is a joint owner of residential and part-time rental properties. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, employing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor investment strategies to client risk profiles.

Joseph Gieser is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Crown Capital Securities, Lp and Xanterra. In addition to his advisory work, Gieser serves as Vice President of CAPS Management, where he is involved in tax preparation and accounting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies across a range of risk profiles.