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 Financial LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a manager of a family-held investment LLC created to invest in early-stage companies. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating both as a registered investment adviser and broker-dealer with capabilities across equities, fixed income, alternatives, and placement services.

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 25 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and Carolina Capital Consulting, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies alongside third-party managers and private funds.

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 registrations and has eight years of industry experience. His prior work includes a position at Net Law and ongoing involvement with World System Builders and World Financial Group. He is also engaged in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through various fee-based programs, third-party money manager access, and commission-based products.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2017 and is involved with the National Association of Registered Social Security Analysts, where he provides Social Security income reports. Outside of advising, Hoang is the CEO of The Hoang Inc., a hair salon business, and also works as a Medicare agent with SouthBay Health and Insurance Services. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, estates, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios and various investment platforms.

Alena Povarova is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment strategies, combining fundamental and technical analysis, tactical trading, and access to alternative investments through platform relationships and affiliated managers.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and Evidation Health. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes and alternatives.

Ronald Welch is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and 65 licenses and bringing 54 years of industry experience. He has been with PlanMember since 2015 and has operated as a self-employed advisor and enrolled agent since 1972, also providing income tax preparation services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing education, support, and participant-level investment options through its asset allocation portfolios. The firm manages risk-based mutual-fund portfolios using a defined strategic rebalancing process.

Michael Texido is a financial advisor at Cresset Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities in various roles from 2015 to 2023. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program for manager selection and ongoing monitoring.

Yuh Jiun Chen is a financial advisor with Transamerica Financial Advisors in Saratoga, CA, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles in mortgage and real estate brokerage along with ongoing involvement in multiple business ventures such as Poshmark and real estate transactions through Googain Dba Maxreal. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Nicholas Peterson is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at Morgan Stanley and First Republic, among others. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary solutions across multiple asset classes, and operates as a registered broker-dealer with integrated trust and insurance services.

Maritza Nevarez is a CFP® with 29 years of industry experience, currently serving at Transamerica Financial Advisors since 2016. She has prior involvement with The Heartland Institute of Financial and the American Association of University Women, Fremont Branch. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Michael Deggelman is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 credentials and has 49 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and proprietary research.

Andrew Lai is a financial advisor at Citigroup Global Markets with 18 years of industry experience and holds a Series 66 designation. He has been with Citigroup since 2016. Outside of his advisory role, Lai is a commissioned Notary Public serving clients primarily in the Bay Area, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Wei Ping Sun is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Clearwater Benefits, LLC and Gateway LLC, where he acts as a real estate broker. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based programs and access to third-party money managers.

Dionysis Heliotis is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and WealthWave since 2015. He was also involved with the Kyparissioton Society of America from 2009 to 2020. Transamerica Financial Advisors serves individual investors, institutional clients, and various organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Ruinian Kang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Transamerica in 2023, Kang spent 10 years with Shanghai Ruinian Investment and Management Co., Ltd. and has worked as a health insurance agent since 2015. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.