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.

Jon Goldstein is a financial advisor at Cresset Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Securities Company and First Republic Investment Management. Outside of advisory work, he is involved in winemaking through CV Wine, LLC. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Phillip Campit is a financial advisor with Mariner, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Summitry, LLC, TIAA Financial, EquityBee Securities LLC, and Charles Schwab. Outside of his advisory work, he maintains a food blog. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

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.

Angela Lau is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has been with CitiGroup since 2014 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and specialized trading activities.

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 has previously worked at Bank of America and Merrill. Outside of her advisory work, she is a general partner in Nipxnip, an online retail women’s accessories store. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and foundations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investments through a consolidated investment platform.

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.

Dean Jackson is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities from 2015 to 2023. Outside of his advisory role, Mr. Jackson serves as trustee for two client trust accounts, providing general administrative and fiduciary services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies and emphasizes thorough manager due diligence and ongoing monitoring.

Elaine Ellis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having 25 years of industry experience. She has worked with Guardian Life and its affiliates since 1998 and has sold life, disability, and long-term care insurance through approved companies outside of Guardian since 2002. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including proprietary and third-party model portfolios.

Catherine Stieber is a financial advisor at Kestra Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Kestra in various capacities since 2016. In addition to her advisory role, she manages team calendars and schedules client meetings for Transitions Wealth Advisors and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional clients and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Xin Zhang is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding a Series 66 designation and one year of industry experience. He also operates Julia Hsiao Insurance & Financial Services, an insurance brokering business serving financial and insurance product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.

Xinxin Guan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Citigroup since 2016. Prior to that, Guan was with U.S. Bancorp Investments, Inc. and US Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for both discretionary and non-discretionary portfolios.

Jae Hak Ko is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and was previously associated with Iamfine and Wfgia. Ko also engages in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and operates an integrated retirement plan ecosystem with affiliated entities.

Daniel Loy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is a board member and secretary of the Venture Commerce Center-Milpitas Condo Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base, including individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution services provided by Pershing or Schwab.

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. with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role since 2012, Huang has operated Huang & Co., CPA, providing tax preparation and accounting services since 2005. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Bradley Hamada is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles with LSPN Pro, LLC, the National Association of Registered Social Security Analysts, JAR Insurance Services, and Heartland Institute of Financial Education. Outside of advising, he works as a registered Social Security analyst helping clients optimize benefits and serves as a certified financial educator and college planner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.