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.

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.

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.

Ilan Weinschelbaum is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes a role at Google X via Magnit. Outside of his advisory duties, he is involved in the sale of insurance products independent of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based solutions, combining proprietary programs with third-party platforms to tailor client relationships.

Sarah Buchardt is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones before joining Charles Schwab entities in 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance and trades executed only with client authorization.

Max Podlone is a financial advisor at Rockefeller Financial LLC based in Los Gatos, CA, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Craig Brooks is a CFP® professional with 23 years of experience in financial services. He is currently with Private Advisor Group, LLC and has worked at firms including LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions using a fiduciary-based advisory model and a range of investment strategies.

Cornelius Dempsey III is a financial advisor with Independent Financial Group, LLC in Los Altos, CA, holding Series 63 and Series 66 licenses and with 37 years of industry experience. He has been with Independent Financial Group since 2011 and previously worked at QA3 Financial LLC and Securities America Advisors, Inc. He is also the sole owner of Dempsey & Associates, a marketing DBA. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party asset managers, employing a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Hsueh Liu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Liu’s career includes roles at Oaktree Funding Corp, Keller Williams, and TruDream Investments LLC, among others. Outside of advisory work, Liu is involved in real estate sales and mortgage loan origination. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.