Anne Ding is a CFP® professional with 14 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. She holds a CPA designation and operates a tax services business alongside her advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Stacie Bowman is a financial advisor at PlanMember Securities Corporation with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PlanMember since 2011. In addition to her role at PlanMember, Bowman has worked with Employee Benefits Services Group since 2004, where she is involved in insurance product sales and plan administration. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary services under ERISA Section 3(38) and a range of participant-level investment options. The firm’s investment approach includes a strategic asset allocation framework, risk-based mutual fund portfolios, and education and support services for plan sponsors and participants.

Richard Du is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked previously at Amazon.com Corporation and currently holds a position as a Software Developer Engineer II at Microsoft Corporation, where he focuses on software and hardware development. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach, delivering services through multiple advisory programs and an extensive advisor network.

Duangdao Piyanontalee is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. She has worked at firms including Park Avenue Securities and Transamerica Financial Advisors. Outside of her advisory role, she is engaged in outside insurance sales. Park Avenue Securities LLC, a wholly owned 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 personalized financial planning and employs a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.

Sheac Yee Lim Hamilton is a financial advisor at Savant Wealth Management with three years of industry experience. She holds a Series 65 designation and previously worked at Parkworth Wealth Management for eight years. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports its advisory services through affiliated accounting, legal, and trust entities.

Eduardo Molina III is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and involvement with Soccer Shots. Outside of finance, he has worked part-time at Fisherman's Restaurant and Bar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various asset classes.

Christian Glomb is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include over two decades at UBS Financial Services and ongoing affiliations with Invesmart entities dating back to 1995. He is based in Los Gatos, California. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, financial planning services, and consulting, utilizing diverse analytical approaches and offering discretionary and non-discretionary account management.

Sung Yu Liu is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation, bringing 19 years of industry experience. Liu has worked with HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Merrill and Waddell & Reed. Liu also serves as a Bank Officer for HSBC Bank (USA) N.A., in addition to her role as a registered representative. HSBC Securities (USA) Inc. offers a range of managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment process includes multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Benjamin Johnson is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Pesta and Pesta Wealth Management. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Julia Lin is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLife Securities, Inc. for 20 years before joining The Leaders Group, Inc. and later TLG Advisors. Lin is also an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinct approach that combines fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer platform called Starlight Portfolios.

Kapil Bhatnagar is a financial advisor at Centaurus Financial, Inc. in Cupertino, CA, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns and operates Tax Team Advisors, Inc., providing tax preparation, accounting, and general business services. Centaurus Financial serves a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and providing specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Binh Nguyen is a financial advisor with Eagle Strategies (New York Life) based in San Jose, CA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Nguyen has been with Eagle Strategies and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jeffrey Du is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously worked as a self-employed advisor for five years. His background also includes four years in education prior to entering the financial services field. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Aaron Casey is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with WealthWave since 2015 and has been affiliated with Transamerica Financial Advisors and World Financial Group since 2012 and 2006, respectively. He is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Adam Hospodar is a financial advisor with Rockefeller Financial LLC based in Los Gatos, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at UBS Financial Services, Inc., Point Digital Finance, and Better Mortgage. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an adviser and registered broker-dealer with integrated investment, trust, and insurance capabilities.

Hui Yao Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has additional business involvement as chairman and CEO of Lu and Wang Corp, which manages her business expenses related to her advisory work. Lu maintains a real estate and mortgage license through Gold House Realty and Mortgage, though she conducts minimal activity in that area. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Daniel Cook is a CFP® professional with 38 years of industry experience, currently serving at VALIC Financial Advisors since 2003. He also holds Series 63 and Series 66 licenses and has an agent role with Agia involving non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thuy Tran is a financial advisor at Focus Advisor Solutions, LLC, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, LLC, Loring Ward Securities Inc., and Lwi Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Bruce Barton is a financial advisor at Savant Wealth Management in Los Gatos, CA, holding CFP®, CFA®, and Series 65 designations with 23 years of industry experience. He previously worked for Parkworth Wealth Management, Inc. (formerly Prialta Advisors, Inc.) for 22 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.