Neelesh Champaneri is a CFP® and CFA® with eight years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at Wade Financial Advisory, Inc. and Opes Advisors. Outside of advising, he participates as an independent contractor providing expert consulting through Tegus Expert Networks. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model guided by an Investment Committee and provides specialized services such as ERISA plan management and tax planning through affiliated entities.

Jonathan Stoft is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with PFG Advisors and United Planners, having previously worked with firms including Charles Schwab and Commonwealth Central Credit Union. Outside of his advisory career, he has been active as a musician for over three decades, performing with groups such as West Bay Rhythm and the Joe Ferrari Big Band. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm utilizes a network of investment advisor representatives who implement model portfolios or select third-party managers, emphasizing a macro allocation approach with index-based ETFs alongside fundamental and technical analysis.

Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Gregory Babcock is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at multiple firms, including Virtue Capital Management, LLC, and Horter Investment Management, LLC. Babcock is also the owner of Integrity Wealth Management & Insurance Services, LLC, where he is involved in the sales of insurance and annuity products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance, rather than constructing proprietary portfolios.

Flavio Pando Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Mutual Advisors, LLC since 2018. His prior experience includes positions at Elaine Manley, Inc. and Waddell & Reed, Inc. He is also active as an independent insurance agent and is a licensed real estate sales representative. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Korinne Sugasawara is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, she held roles at Guiding Wealth Management, East Rock Financial, and NextGen. Her background also includes several years of public service in various capacities within the California State Assembly and Senate. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and advisory support for qualified retirement plans, using a customized investment approach that incorporates fundamental analysis and a combination of in-house advice, third-party managers, and model portfolios.

Maxwell Keltner is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he serves as trustee, executor, and power of attorney for family members' living trusts and wills. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation, offering a variety of model portfolios and alternative investment strategies tailored to client goals.

Hyongsuk Pau is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and having 36 years of industry experience. His career includes over two decades at LPL Financial, LLC, alongside his current role at The Wealth Consulting Group since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, utilizing both active and passive approaches, and offers services that integrate legal and implementation support alongside multi-platform advisory solutions.

Madison Donovan is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Mutual Advisors, Madison worked with Stagg Fiduciary Services and Marine Coast Financial. Outside of finance, Madison is involved with Elite Tutoring and Flower Flour. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to sovereign wealth funds and offers a variety of advisory services, including asset management and financial planning. The firm employs a mix of active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and specialized tools.

Jason Connolly is a CFP® professional with 23 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at DFPG Investments, Inc., First Allied Advisory Services, Inc., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he is involved in fixed insurance product sales and owns a payroll corporation. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers various portfolio management and consulting services tailored to client goals and risk tolerance.

Ajay Wadhwa is a financial advisor at Van Clemens Wealth Management, LLC in Los Gatos, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at companies including eBay and NortonLifelock. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using a variety of methods and employs both third-party managers and in-house models, serving a broad client base from non-high-net-worth to high-net-worth individuals.

Saravanaraj Sathyaseelan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Bloom Global, Inc., GT Securities, Inc., and ArightCo. Outside of his advisory role, he serves as a director of BloomSports, a youth basketball league. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and related services. The firm employs in-house model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Colin Mansfield is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with DFPG Investments, Inc. since 2015. Outside of his advisory role, he is involved in fixed insurance sales, including fixed annuities and SPIAs. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Eric Solve is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Modern Wealth Management, LLC since 2025 and previously spent 13 years at Wade Financial Advisory, Inc. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.

Howard Sussman is a CFP® with 24 years of experience in financial advisory roles. He is currently with Cerity Partners LLC, where he has worked since 2020. Prior to that, he spent 14 years at Sullivan & Serwitz and 7 years at Charles Schwab. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services through a combination of proprietary investment strategies, third-party solutions, and access to alternative and private market investments.

Celine Chen is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealer and futures commission merchant activities.

Chuling Hsiao is a financial advisor with Eagle Strategies (NY Life) based in Cupertino, CA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been affiliated with Eagle Strategies since 2004 and operates OpenWin Financial & Insurance Services, LLC. Hsiao serves on the board of The Alliance Cultural Foundation International, which focuses on improving health and wellness through education and innovation in medicine, arts, and sciences. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Derek Pesta is a CFP® professional with 11 years of industry experience, currently affiliated with Carson Wealth in Cupertino, CA. He has been involved with Pesta & Pesta Wealth Management and CWM, LLC since 2016, and previously operated Pesta & Pesta Tax Preparation. Outside of his advisory role, he is a member of the Cupertino Rotary and manages a payroll and tax business. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan management, utilizing a committee-driven investment process and a range of tailored portfolio solutions.

Yuanyuan Huang is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding Series 66 and Series 63 licenses and having two years of industry experience. Her background includes roles at Nomura Securities and various capacities within New York Life and affiliated entities. She operates under the DBA OpenWin Financial & Insurance Services, LLC, marketing New York Life products and services and also acts as an insurance broker. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life structure.

Louis Yencken is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. His background includes roles at Morgan Stanley, Bell Potter Securities, and the CFA Institute, as well as service in the Australian Army. He also operated a hardware business for a brief period. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.