Lovlean Purewal is a financial advisor at Integrity Alliance, LLC with a Series 66 designation and three years of industry experience. Prior to joining Integrity Alliance, Purewal held roles at Lion Street Financial, Morgan Stanley, UBS, and DFA of California. The firm serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and other services supported by a large network of independent advisors. Integrity Alliance employs varied investment approaches and operates as both a registered investment adviser and broker-dealer.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

Aaron Hunter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and based in San Ramon, CA. He has been in the financial services industry since 2014, including prior roles at Sterck Kulick Oneil and founding Hunter Tax Associates, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by both in-house and third-party resources.

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Ameritas entities since 2006 and maintains multiple business activities, including insurance sales and group insurance brokerage through his roles at BartoLucas LLC and Barto/Lucas Insurance & Financial Services. Lucas is involved in providing support for a medical program offering resources such as genetic testing and nurse advocacy. Ameritas Advisory Services, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment advisory and planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Jeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanctuary Advisors and Sanctuary Securities since 2020. Prior to that, he was with Bank of America for nine years and Merrill for 24 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver a range of portfolio management and consulting services using various investment approaches and platforms.

John Seo is a CFP® with 26 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2025. He previously worked at Simplex Wealth Management for 10 years and Consilium Wealth Management, LLC for 15 years, among other roles. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio solutions.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been associated with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. Pence is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment options and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices to optimize costs and manage potential conflicts of interest through its unique corporate structure.

Justin Bass is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and 13 years of industry experience. He previously worked at TRUE Capital Management for eight years before joining MAI Capital Management in 2022. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administrative services, with reported assets under management of $72.3 billion as of May 2026.

William Evans is a financial advisor with Centaurus Financial, Inc. in Pleasanton, CA, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. Prior to joining Centaurus Financial in 2024, he worked for Farmers Insurance Group and Farmers Financial Solutions for over two decades. Outside of financial services, he also assists as a bartender at Porky’s Pizza Palace, a family-owned restaurant. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm’s advisors offer financial planning, portfolio management, and specialized consulting with both discretionary and non-discretionary arrangements, utilizing a mix of fundamental and technical analysis.

Roger Lam is a financial advisor with Hightower Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior experience includes roles at Wells Fargo Bank, UBS Financial Services, and founding Lam Trading. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Suayip Teymur is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 66 designation. He has one year of industry experience, including prior roles at Kuveyt Turk Portfoy Yonetimi A.S and several positions within Bankers Life and its affiliated entities. Before entering the financial industry, he worked at Jewelic Jewelry and held academic roles at San Francisco State University and Istanbul University. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Tu Bui is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfg dating back to 2002. Outside of financial advising, Tu Bui is involved in coaching volleyball and has roles as a substitute teacher and athletic director, including teaching personal finance at Pleasant Hill Adventist Academy. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Theodore Lum is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked previously at Merrill, Securities America Advisors, and LPL Financial. Lum is also the sole owner of Lum Global Financial & Insurance Services, a marketing DBA for his insurance agent activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models, strategic asset allocation, and multi-manager portfolios to develop client investment strategies across standard risk profiles.

Jinger Pajestka is a CFP® with 13 years of industry experience, currently affiliated with Mariner Wealth Advisors. Her work history includes roles at Wells Fargo Bank NA and Commonwealth Financial Network. She is also involved in fixed insurance sales as an additional business activity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and administrative CFO capabilities.

William Baker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, Baker, Brose & Mitsutome Wealth Management LLC, and LPL Financial. He has also engaged in fixed insurance sales and branch management on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and proprietary technology platforms.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Grace Campbell is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Transamerica Financial Advisors and Inheritguard LLC. Campbell resides in San Ramon, CA. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Vivian Chuan Sun is a financial advisor with LPL Financial based in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Investments, and Citicorp Investment Services. She is a founder, member, and secretary of the Five Loaves & Two Fishes Global Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Stevan Hoffman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2014, following prior roles at MSI Financial Services, Inc. and Osaic FA, Inc. Outside of his advisory work, he co-owns a European Wax Center franchise and serves as its treasurer. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.