Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

John Conners is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a seven-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated capabilities across its affiliated entities.

Jasmita Patel is a financial advisor with Eagle Strategies (NY Life) in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has concurrently worked with multiple firms, including JJP Insurance Services and Axiom Financial & Insurance Solutions, both of which operate broker-dealer activities related to insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, primarily working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Roger Shaar is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he performs as a band member with Pacific Fallout, a music group based in Irvine, CA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm uses centralized investment resources and tailored strategies, providing services through both direct and partner programs within a large integrated financial group.

Keith Halabuda is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored offerings such as Executive Wealth, Personal Wealth, and Private Family Office support.

Gary Hutto is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2004 and has also been associated with Millennium Advisory Group, LLC for 18 years as well as Hutto/Dean & Co for over 38 years. Outside of advisory roles, he provides fixed annuities to select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates affiliated and unaffiliated sub-advisers within its model-based allocations.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Transamerica Financial Advisors since 2022 and concurrently holds a role as a Business Intelligence Architect at Synoptek. Sidgal has also been involved with World Financial Group since 2018. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Kevin Wiest is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked for Windes Inc., a CPA firm where he is a partner, and spent 20 years at Wright, Ford, Young & Co. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing customized portfolio construction primarily using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. His career includes roles at Voya Financial Partners, Voya Retirement Advisors, Valic Financial Advisors, and American General Financial Advisors. He serves on the Finance Committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education for students. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to manage client portfolios, often via non-discretionary arrangements, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

Erica Berger is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Knightsbridge Wealth Management and Buffalo Capital Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities offering specialized advisory and family office services.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios.

Louis Richards Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with firms including Park Avenue Securities, Mutual of Omaha, Northwestern Mutual, and State Farm. Outside of his advisory role, he is active as a social media content creator focused on lifestyle topics and serves on the board of directors for the Cal Poly Pomona Sales Center. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Independent Financial Group since 2018, following nine years at Sagepoint Financial, Inc. and twelve years at Financial Insights. Salter serves as a board member of St. Jude Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-based approach combining strategic asset allocation and manager selection across active and passive exposures, offering various portfolio management and financial planning services.

Ray Joseph is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Axxes Capital, Barclays Capital, and Wilshire Associates Incorporated. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs that include separately managed accounts, mutual funds, ETFs, and alternative products. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.