Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

Barbara Chie Leon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and has additional experience as an account manager and scientist in protein research at Novartis. Outside of her advisory role, she has volunteered with the Leukemia and Lymphoma Society’s Team in Training program for over a decade. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model, supported by a large network of advisors and multiple program platforms.

Michael Chang Ching Chiu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2021 and has been involved with World Financial Group since 2016. Outside of advisory work, he manages supply chain and purchasing operations as Director of Purchasing at HYVE SOLUTIONS. 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’s advisory model relies on model portfolios and third-party managers, delivering services through multiple platforms including Transamerica ONE and the TFA365 Advisory Program.

Jennifer Tan is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Parkland Securities, Carillon Investments, Union Central Life, Dfs, and San Francisco Associates. Outside of advisory work, she is involved in insurance product sales, mortgage consulting, real estate sales, and provides translation services for an attorney. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary offerings through affiliated entities.

Ronald Landess II is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA. He holds Series 65 and Series 63 credentials and began his advisory career in 2025. Prior to this, he spent over 24 years working in the diving and outdoor equipment industry with companies such as Aqualung and American Underwater Products. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Holly La is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and previously held roles at Matrix Insurance and World Financial Group. In addition to advisory services, she is involved in the sales 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 through a large network of advisors and multiple program platforms. The firm’s advisory approach primarily uses model portfolios and third-party managers to implement client strategies.

Alandra Simmons is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Her prior work includes roles at R Bar and Halbert Hargrove. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting capabilities.

Daniel Goodman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Sierra Pacific Financial Advisors, LLC, Northwestern Mutual Wealth Management Company, and David J Eisenhauer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Kelly Trevethan is a financial advisor at Mariner with 40 years of industry experience and holds a Series 63 designation. Prior to joining Mariner in 2020, Trevethan worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Girard Securities. Outside of advising, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit supporting at-risk youth in the San Francisco Bay area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by an internal investment committee, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Edward Caron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Transamerica since 2015 and has also held roles at BestEdu Inc and Legacy Shields Solutions, Inc. Outside of his advisory work, Caron is involved with the Knights of Columbus, participating in community and church activities. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily delivers investment advice through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Eric Martin is a CFP® professional with 42 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Martin, Wardin & Eissner Financial Group since 1999. His background includes tax preparation services at Martin, Wardin & Eissner Financial Group and ownership involvement in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Crawford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, and Lincoln Financial Advisors. He has been involved in operating multiple registered investment advisor entities and insurance-related activities under Unique Planning and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and firm-managed model portfolios supported by major strategists and technology platforms.

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Sanctuary Securities, Inc. and in real estate and fitness-related roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and multi-strategy investment solutions using both discretionary and non-discretionary approaches.

Prabhjit Hayer is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios.

Erin Mc Closkey is a CFP® professional with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. Her prior roles include positions at Cetera and Serenity Wealth Partners. She also owns McCloskey Tax Prep, a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms.

Julius Elmer Magbitang is a CFP®-designated financial advisor with Eagle Strategies (NY Life), bringing 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Magbitang Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance offerings. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jimmy Chow is a financial advisor with HSBC Securities (USA) Inc. in Lafayette, CA, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes positions at Deutsche Bank Securities Inc. and Deutsche Bank AG in Hong Kong. He is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, where he is involved in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, using multiple program types ranging from client-directed to fully discretionary. The firm employs a multi-profile investment process developed in cooperation with HSBC Global Asset Management and third-party providers, maintaining a substantial client-directed managed-account business alongside discretionary offerings.

Gregory Aynesworth is a CFP® professional with 33 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He has held prior roles at Arbor Point Advisors, Securities America, and Foothill Securities, among others. Aynesworth is also president of Omni-Prestige Insurance Services, Inc., a company providing life insurance and employee benefits. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit entities. The firm delivers a broad range of services through multiple advisory program models, utilizing proprietary and third-party platforms to manage client portfolios.

Benjamin Wong is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Outside of his advisory work, he is involved in the sales of music performances through Wenbong Music. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolio management with in-house research and access to third-party managers, and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.