ADVISOR BIO

Aaron Handfield is a financial advisor with over 12 years of experience in the industry. Aaron is currently registered with LPL Financial LLC and has been working with the firm since May 2022. Prior to that, Aaron was registered with CUNA Brokerage Services, Inc. and J.P. Morgan Securities LLC. Aaron holds the Series 7, Series 66, and SIE licenses. Aaron specializes in working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Adrian Ojeda is a financial professional registered with J.p. Morgan Securities LLC in Anaheim, California. Adrian holds the Series 63, Series 6TO and SIE licenses. Adrian is a Registered Representative. Adrian has been in the industry since December 31, 2023.

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ADVISOR BIO

Alan Everhart is a financial advisor with over 40 years of experience in the industry. Alan is currently registered with LPL Financial LLC. Alan specializes in providing financial advice to a diverse clientele, including individuals, businesses, and charitable organizations. With extensive experience in both the investment advisory and brokerage fields, Alan is well-equipped to offer a comprehensive range of financial services.

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ADVISOR BIO

Alex Yoo is a financial advisor with over 15 years of experience in the industry. Alex is currently registered with Osaic Wealth, Inc. and has a Series 6, Series 63 and SIE license. Alex has previously worked with Woodbury Financial Services, Inc. and Questar Capital Corporation. Alex has worked in the Anaheim area and has a strong understanding of the local market. Alex specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations and charitable organizations.

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ADVISOR BIO

Alfred Rivera is a financial advisor with Centaurus Financial, Inc. Alfred is a seasoned professional with over 20 years of experience in the financial services industry. Alfred is registered with the state of California and the Financial Industry Regulatory Authority (FINRA). Alfred is also licensed to provide investment advice in Idaho and Texas. Alfred specializes in providing financial planning services to high-net-worth individuals and businesses. Alfred also provides portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Allen Scott Peters is a financial professional with over 15 years of experience in the financial services industry. Allen is a Registered Representative and Investment Advisor Representative with Centaurus Financial, Inc. Prior to joining Centaurus Financial, Allen was a registered representative with Pacific Point Securities, LLC. Allen holds the Series 27, Series 99TO, and SIE licenses and specializes in a wide range of financial products and services.

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ADVISOR BIO

Allison Laurene Donecker is a registered investment advisor representative with Centaurus Financial, Inc. Allison has been in the securities industry since March 10, 2015. Allison holds the Series 63, 65, 7, and SIE licenses. Centaurus Financial, Inc. is a registered investment advisor with a focus on financial planning, pension consulting, and portfolio management for both individuals and businesses.

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ADVISOR BIO

Ana Yniguez is a registered representative with Wells Fargo Clearing Services, LLC in Anaheim, California. Ana has been in the securities industry since February 27, 2018 and holds the Series 6, Series 63, and SIE licenses. Ana previously worked at J.P. Morgan Securities LLC in Cerritos, California.

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ADVISOR BIO

Andrew Muniz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., working out of their Anaheim, CA branch office. Andrew holds the Series 7TO, Series 66 and SIE licenses and has been in the industry since May 2017. He is registered to conduct securities business in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington and is licensed to conduct investment advisory business in California and Texas. Andrew has experience working in various fields, including financial services, customer service, and sales.

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ADVISOR BIO

Anissa Attard is a financial advisor with Centaurus Financial, Inc. Anissa has been in the industry since April 2001. Anissa has a Series 6, Series 63, and Series 65 licenses and has been registered with FINRA since October 2012. Anissa is also registered as an Investment Advisor Representative in Arizona, California, Hawaii, Michigan, Texas, and Virginia. Anissa works with a variety of clients including high-net-worth individuals, corporations, and individuals. Anissa provides a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Anissa is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS