Kevin Ryan is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northern Trust Securities, Inc. and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon at firms of its size.

Phillip Campit is a financial advisor at Mariner with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Summitry, LLC, TIAA Financial, EquityBee Securities LLC, Charles Schwab, and Mass Mutual Investors Services. Outside of his advisory work, he maintains a food blog based in San Mateo, California. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide customized portfolios and also delivers integrated tax, accounting, and family office services.

Liangchih Lin is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds the ChFC® designation and Series 63 license and has eight years of industry experience. Prior to joining Eagle Strategies in 2025, Lin worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018, and he has previous experience at Lyft and Uber. 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 program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Michael Casey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Netlaw, Microchip, and WealthWave, where he has been involved since 2015. He is also engaged in the sale 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, and delivers services through a large advisor network using model portfolios and third-party managers. The firm offers multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of about $1.7 billion.

Sandy Tran is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. Outside of her advisory work, she is a general partner of Nipxnip, an online retail women's accessories store based in Austin, Texas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers comprehensive portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, alternatives, and access to third-party managers.

Gopinath Chandra is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica and World Financial Group. Outside of advising, he is CEO of GF Software Services, where he consults on AWS-related projects. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Zhaohui Chen is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns A-One Team Enterprise, a pass-through entity used for office leasing and bookkeeping. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Elaine Ellis is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience and has been with Guardian Life and its affiliates since 1998. Ellis also sells life, disability, and long-term care insurance through approved companies outside of Guardian. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Catherine Stieber is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. She has worked at various Kestra entities since 2016 and previously held roles with insurance carriers and other advisory firms. Outside of advising, she manages team calendars and schedules client meetings as a registered field assistant for Transitions Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Xin Zhang is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. Holding the Series 66 designation, Xin has one year of industry experience and has been associated with Eagle Strategies since 2025. Prior to this, Xin also worked at NYLIFE Securities LLC and operates an insurance and financial services business under the DBA Julia Hsiao Insurance & Financial Services. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jane Prugsanapan is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Centaurus Financial since 2009. Outside of her advisory role, she operates JP Enterprise, a tax preparation business where she is an enrolled agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and emphasizing a mix of discretionary and non-discretionary asset management.

Jae Hak Ko is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and was previously associated with Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a wide range of investment programs and affiliated retirement and recordkeeping entities.

Yuezue Price is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked in real estate and mortgage financing roles at firms including BRG Realty and General Mortgage Capital Corporation. Outside of advising, she is involved in real estate investment activities through Golden Ribbon LLC and other property ownership ventures. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a variety of investment programs and third-party money manager access.

Zhihui Huang is a financial advisor at Centaurus Financial, Inc. in San Jose, CA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Centaurus Financial since 2012. Huang also owns and operates an accounting and tax preparation firm, Huang & Co., CPA, which he has managed since 2005. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements, employing a mix of fundamental and technical analysis.

Marco Azizi is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including JP Turner and Company Capital Management and Summit Brokerage Services. Outside of his advisory work, he is involved in an estate planning team focusing on deferred sales trusts and is a broker selling whole life insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary services and employs a variety of analytical approaches combined with specialized advisory management of annuity and variable life sub-accounts.

Justin Bunger is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior work history includes positions at Lion Street Financial, Legacy Capital Group California, and Bridge Bank San Jose. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans through a variety of advisory and brokerage services, employing diverse investment approaches and third‑party manager referrals.

Amit Patel is a financial advisor with Principal Financial Services in San Jose, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Prior to joining Principal Securities Inc in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of finance, he is an instructor at The Academy of Self Defense, where he teaches self-defense and Krav Maga courses. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocations and separately managed accounts.

Joshua Carroll is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to that, he spent nine years at Raymond James & Associates. He is involved in nonprofit activities, serving on the finance and investment committees for the Friendship Foundation and Partners for Pediatric Vision, where he holds the role of treasurer. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Janet Josselyn is a financial advisor at Creative Planning with 12 years of industry experience. She holds a Series 65 designation and has previously worked at SageView Advisory, C-J Advisory, and Parkworth Wealth Management. Based in San Jose, CA, she joined Creative Planning in 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Ryan Yee is a financial advisor with Centaurus Financial, Inc. in San Jose, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including three years at AAA Mountain West Group prior to joining Centaurus Financial in 2018. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and options such as FlexUMA and TPMM, with a notable emphasis on non-discretionary asset management.