Jackson Tung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Transamerica Financial Advisors since 2015 and maintains roles at Gold Team LLC and Zhong Shi & Associates. Outside of his advisory work, he is involved in office management and support activities, including clerical assistance and client services coordination. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm utilizes model portfolios and third-party managers to implement its advisory strategies, delivering services through multiple program platforms and a large advisor network.

Kun Lin Chung is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation with 18 years of industry experience. He has been with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank USA, N.A., an affiliate of his primary firm. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment platforms. The firm utilizes a range of strategic and tactical asset-allocation models supported by global asset management teams and offers specialized services including an Offshore Spectrum program for qualified non-resident clients.

Silvia Sadikin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with World Financial Group, Inc. and the Heartland Institute of Financial Education, where she serves as a college consultant. Outside of financial advising, she owns and administers Bee Best Learning Center, an after-school care and tutoring program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platforms, delivering services via a large advisor network and multiple program options.

Liqiu Jiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. In addition to her advisory role, she holds senior positions in biostatistics at Vera Therapeutics and Corcept Therapeutics, where she focuses on statistical analysis and clinical trial data. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory strategies.

Matthew Millett is a Series 65-licensed advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Google for 14 years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, and retirement plan consulting. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory firms.

Christine Opitz is a CFA® charterholder affiliated with Cerity Partners LLC in Los Altos, CA. She joined Cerity Partners in 2025 and has prior experience including roles at the Silicon Valley Community Foundation and Stanford University. Outside of finance, she has experience as a family caregiver. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, institutions, and charitable organizations. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolio strategies.

Blake Romero is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Ameriprise. Outside of finance, his background includes roles in education and retail. 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 offers a range of portfolio management and financial planning services within a Private Advisor model, supported by an integrated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Jessie Tran is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is active as a real estate sales agent with OnTime Realty Corp and markets Medicare Advantage products through South Bay Health Insurance Services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach supported by third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Kody Nguyen is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 66 and Series 63 licenses and has four years of industry experience. In addition to his advisory role, Nguyen works as a pharmacist providing counseling and consultant services at the Palo Alto Medical Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Jane Stephan is a financial advisor at HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2019 to 2022. Outside of advising, she is the owner of HafenDew LLC, a social networking-relationship app where she contributes to its concept and user experience development. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm’s investment process incorporates risk-profiled model portfolios and combines strategic and tactical asset allocation with ongoing fund due diligence, providing clients with oversight and periodic reviews through assigned Investment Adviser Representatives.

Daniel Hahn is a Certified Financial Planner® with 33 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at Next Financial Group from 2008 to 2017. Outside of his advisory role, he has worked as a part-time statistician for the San Jose Earthquakes MLS team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, with a range of advisory programs delivered through its AccessPoint platform and partnerships with third-party asset managers.

Jean Gannon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2026, he spent 23 years with UBS Financial Services. 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 offers a range of portfolio management and financial planning services and uniquely operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Cheng Yeoh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles with multiple organizations such as Dream Builder Financial, Principal Dental, Silicon Valley Enterprise, and United Healthcare. Yeoh also serves as a director of a homeowners association and holds a leadership position as vice president of the Malaysian Professional & Business Association. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages a substantial portfolio of assets and supports its clients through various program options and affiliated retirement services.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Matthew Mendoza is a financial advisor at Rockefeller Capital Management with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Mendoza is a manager of a family-held investment LLC that invests in early-stage companies. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through a comprehensive investment approach tailored to individual needs.

Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Hector Cervantes is a financial advisor at Creative Planning with a Series 66 credential and four years of industry experience. His prior roles include positions at Grassi Investment Management, HKC Partners, Enliven Advisory, and Bank of America. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing services such as portfolio management, financial planning, and retirement plan fiduciary solutions. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Brian Fenn is a CFP® and ChFC® with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, BAM Management, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and ETFs.

Jason Whong is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, MUFG Union Bank, and U.S. Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Chuong Ha is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work includes a year at Net Law and roles with World System Builders and World Financial Group since 2015. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.