Anthony Craun is a CFA® charterholder and holds the Series 66 designation, with 14 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2005. The firm provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. Sand Hill Global Advisors emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments and oversight by an internal investment committee.

Catherine Mendoza is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC. Outside of her advisory role, she owns and operates a financial accounting and bookkeeping business and serves as director of a company that connects small business owners with capital lenders. Virtue Capital Management, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a mix of tactical, strategic, and dynamic investment approaches and offers portfolio management, financial planning, third-party due diligence, and sub-advisory services.

Caroline Curts is a CFP® professional with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2012. She holds the Series 66 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides investment and wealth management, as well as financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs an open-architecture, globally oriented investment approach focused on asset allocation and combines macro analysis with bottom-up research across a range of active and passive investment vehicles.

Nasser Ahmad is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC, having joined in 2024, and previously worked at Arbor Point Advisors, Securities America, LPL Financial, Fidelity, and Bancwest Investment Services. His background includes roles in investment advisory and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment approaches, combining fundamental and technical analysis, tactical trading, and structured products, with access to alternative investments and donor-advised funds.

Maria Rogers is a Series 66-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. Prior to joining Cresset in 2023, she worked at First Republic Securities Company and First Republic Investment Management. She has also been involved with the Cal Ripken Sr Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Chao Zheng is a CFP®, CFA®, and Series 65 credentialed advisor at Focus Partners Wealth, LLC with eight years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at Bordeaux Wealth Advisors for eight years and held roles at Calvert Research and Management and the University of Maryland. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, utilizing a mix of active and passive strategies and offering customized portfolios based on client-specific factors.

David Mclaughlin is a CFA® charterholder with 16 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America, Merrill, and various Citi entities. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial industry career, she was involved in the restaurant business. 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 a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture investment platform.

Judy Fong is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2014. Outside of her advisory role, she serves as board secretary for Blue Oaks Church, where she records meeting minutes and decisions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, including Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Langyu Wang is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, Wang held positions at the University of Chicago, Chenxi Capital, and Deloitte. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies tailored to clients’ risk tolerance and financial circumstances.

Andreja Dugacki is a financial advisor at TIAA-CREF with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers various portfolio management options and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Evelyn Liu is a financial advisor with Transamerica Financial Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and is also involved with Matrix Insurance Agency and Athenian Realty, where she conducts real estate sales. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary management options.

David Wu is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and eight years of industry experience. His background includes roles in estate planning services and health insurance, where he provides bilingual Medicare Advantage support to seniors. Outside of his advisory work, Wu serves as a long-distance track coach at Francisco Middle School and offers occasional college consulting and estate planning education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models. The firm manages both discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser.

Diane Tycangco is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Aurum Capital Management and Franklin Templeton. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients along with institutional investors, offering portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions as well as alternative investment placement.

Curt Radetich is a financial advisor with VOYA Financial Advisors, Inc. and Radetich Wealth Management LLC, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior firms include Charles Schwab and TD Ameritrade. In addition to his advisory roles, he is an author of a financial education book titled "FUTURE-PROOF WEALTH Strategies" and engages in fixed insurance product sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to tailor investment recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Fabian Garces is a CFP® and CFA® with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Calvo Enterprises. Garces serves as Vice-Chairman and Chair of the Asset/Liability Committee on the Board of Directors for Bank of Saipan, a community bank. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with tax and fee sensitivity, using a combination of active and passive strategies, third-party managers, and tactical overlays, tailoring portfolios to clients’ specific needs.

Melody Suehiro is a CFP® professional with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following positions at Galileo Planning Group and BNY Mellon. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Kalyani Chandra is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. Prior to joining Schwab, she worked for the Internal Revenue Service in the Estate & Gift Tax division for sixteen years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.