Ilan Weinschelbaum is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes a role at Google X via Magnit. Outside of his advisory duties, he is involved in the sale of insurance products independent of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based solutions, combining proprietary programs with third-party platforms to tailor client relationships.

Max Podlone is a financial advisor at Rockefeller Financial LLC based in Los Gatos, CA, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Craig Brooks is a CFP® professional with 23 years of experience in financial services. He is currently with Private Advisor Group, LLC and has worked at firms including LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions using a fiduciary-based advisory model and a range of investment strategies.

Geoffrey Akers is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Valic Financial Advisors since 2004. Outside of his advisory role, he serves as co-president of the Holy Spirit School Advisory Board and is a board member of the South Valley Family YMCA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized model solutions.

Daniel Flynn is a CFP® professional with 23 years of industry experience. He has worked at Lincoln Financial Advisors for 23 years before joining Commonwealth Financial Network and Aegis Consulting in 2025. Flynn is also the owner of DFF33, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

Ian Maher is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Baird and J.R. Financial and Insurance, along with time spent in full-time education. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, advising approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Elizabeth Mckown is a Series 66-licensed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She previously worked at Bank of America, N.A. for seven years and Merrill for twelve years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Ryan Tran is a financial advisor with Principal Financial Services in San Jose, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Shurwest Financial, Asurea, and Promark Financial. Additionally, he is an insurance agent involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides 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 stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager programs under adviser and promoter arrangements.

David Hanna is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior work includes positions at Buckingham Strategic Partners and Loring Ward. Outside of his advisory role, he serves as Treasurer/CFO for the Assyrian American Association of San Jose, managing the organization's expenses and budgeting. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a team of 42 advisors.

Michael Casey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Netlaw, Microchip, and WealthWave, where he has been involved since 2015. He is also engaged in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, and delivers services through a large advisor network using model portfolios and third-party managers. The firm offers multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of about $1.7 billion.

Sandy Tran is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. Outside of her advisory work, she is a general partner of Nipxnip, an online retail women's accessories store based in Austin, Texas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers comprehensive portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, alternatives, and access to third-party managers.

Elaine Ellis is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience and has been with Guardian Life and its affiliates since 1998. Ellis also sells life, disability, and long-term care insurance through approved companies outside of Guardian. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Catherine Stieber is a financial advisor at Kestra Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Kestra in various capacities since 2016. In addition to her advisory role, she manages team calendars and schedules client meetings for Transitions Wealth Advisors and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional clients and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Xin Zhang is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. Holding the Series 66 designation, Xin has one year of industry experience and has been associated with Eagle Strategies since 2025. Prior to this, Xin also worked at NYLIFE Securities LLC and operates an insurance and financial services business under the DBA Julia Hsiao Insurance & Financial Services. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jane Prugsanapan is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Centaurus Financial since 2009. Outside of her advisory role, she operates JP Enterprise, a tax preparation business where she is an enrolled agent. 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 through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and emphasizing a mix of discretionary and non-discretionary asset management.

Jae Hak Ko is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and was previously associated with Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a wide range of investment programs and affiliated retirement and recordkeeping entities.

Yuezue Price is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked in real estate and mortgage financing roles at firms including BRG Realty and General Mortgage Capital Corporation. Outside of advising, she is involved in real estate investment activities through Golden Ribbon LLC and other property ownership ventures. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a variety of investment programs and third-party money manager access.

Marco Azizi is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including JP Turner and Company Capital Management and Summit Brokerage Services. Outside of his advisory work, he is involved in an estate planning team focusing on deferred sales trusts and is a broker selling whole life insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary services and employs a variety of analytical approaches combined with specialized advisory management of annuity and variable life sub-accounts.

Justin Bunger is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior work history includes positions at Lion Street Financial, Legacy Capital Group California, and Bridge Bank San Jose. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans through a variety of advisory and brokerage services, employing diverse investment approaches and third‑party manager referrals.

Joshua Carroll is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to that, he spent nine years at Raymond James & Associates. He is involved in nonprofit activities, serving on the finance and investment committees for the Friendship Foundation and Partners for Pediatric Vision, where he holds the role of treasurer. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.