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.

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.

Elizabeth Cody is a CFP® with 28 years of industry experience and has been with Sand Hill Global Advisors, LLC since 2016. She holds the Series 63 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, nonprofits, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments managed under written investment policy statements.

Matthew De Pretis is affiliated with Legacy Wealth Management, LLC and holds over 27 years of experience at DePretis CPAs, Inc., a firm he has been with since 1999. He currently has no industry experience listed as a financial advisor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies across a broad investment menu and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Michael Lambrecht is a financial advisor at Savvy with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Farther Finance Advisors, Iwc Asset Management, Integrated Wealth Counsel, and Charles Schwab. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based investment solutions augmented by quantitative models and tax-aware strategies, integrating proprietary technology and human oversight in managing client portfolios.

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.

Darrell Szymanski is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at The Pacific Financial Group, Inc. for 16 years before joining Advisors Capital Management in 2025. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Anthony Craun is a CFA® charterholder and holds the Series 66 designation, with 14 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2005. The firm provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. Sand Hill Global Advisors emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments and oversight by an internal investment committee.

Caroline Curts is a CFP® professional with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2012. She holds the Series 66 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides investment and wealth management, as well as financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs an open-architecture, globally oriented investment approach focused on asset allocation and combines macro analysis with bottom-up research across a range of active and passive investment vehicles.

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.

David Mclaughlin is a CFA® charterholder with 16 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America, Merrill, and various Citi entities. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

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.

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.

Andreja Dugacki is a financial advisor at TIAA-CREF with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers various portfolio management options and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Evelyn Liu is a financial advisor with Transamerica Financial Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and is also involved with Matrix Insurance Agency and Athenian Realty, where she conducts real estate sales. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

David Wu is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and eight years of industry experience. His background includes roles in estate planning services and health insurance, where he provides bilingual Medicare Advantage support to seniors. Outside of his advisory work, Wu serves as a long-distance track coach at Francisco Middle School and offers occasional college consulting and estate planning education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models. The firm manages both discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser.

Diane Tycangco is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Aurum Capital Management and Franklin Templeton. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients along with institutional investors, offering portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions as well as alternative investment placement.

William Donnelly is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds the Series 63 designation and has worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. He is also the CEO and president of Donnelly Accountancy Corporation, a CPA firm, and has been involved in both accountancy and investment advisory businesses for several decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.