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.

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® professional with 24 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 14 years at Sullivan & Serwitz. Based in Los Altos, CA, he holds Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

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 CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Arbor Point Advisors, Securities America Advisors, and LPL Financial. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a broad range of financial services through multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

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® with 11 years of industry experience, currently serving as an advisor at CWM, LLC and leading Pesta & Pesta Wealth Management. He has managed Pesta & Pesta Wealth Management since 2016 and also operated Pesta & Pesta Tax Preparation from 2015 to 2023. Outside of his advisory work, he is a member of the Cupertino Rotary, participating in meetings and volunteer projects. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Joanne Mungall is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2011. Outside of her advisory role, she is involved with Anomalous Business Systems, also known as Willow Glen Tax Services, where she performs administrative and clerical duties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while providing access to discretionary model portfolios and a broad range of securities and insurance products.

Maria Rogers is a Series 66-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. Prior to joining Cresset in 2023, she worked at First Republic Securities Company and First Republic Investment Management. She has also been involved with the Cal Ripken Sr Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Chao Zheng is a CFP®, CFA®, and Series 65 credentialed advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Calvert Research and Management. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diverse asset strategies, and it offers integrated wealth services through a large advisory platform and an extensive network of affiliated service companies.

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.

Yuanyuan Huang is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Nomura Securities and operates OpenWin Financial & Insurance Services, LLC, which sells New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Louis Yencken is a financial advisor at Rockefeller Financial LLC holding a Series 66 license with one year of industry experience. His prior roles include positions at Morgan Stanley, Bell Potter Securities, and the CFA Institute, as well as service in the Australian Army. He has also been involved in a family hardware business. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ilan Weinschelbaum is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as a position at Google X via Magnit. Outside of advisory services, he is involved in the sales of insurance products beyond those offered through Guardian. Primerica Advisors serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Max Podlone is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 credential and has worked previously 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, 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 22 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Securities America, Provident Credit Union, Cue Financial Group, and Foothill Securities. Brooks also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, estates, business entities, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of advisory programs and third-party asset managers to align with client objectives.

Langyu Wang is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. Wang has been with Focus Partners Wealth since 2025 and has prior experience at Chenxi Capital, Deloitte Luxembourg, and Deloitte & Touche LLP. He also held academic roles at the University of Chicago and the University of Kansas. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate entities, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis alongside third-party managers, and it offers a broad array of wealth management and financial services.

Cornelius Dempsey III is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Independent Financial Group since 2011. He is also the owner of Dempsey & Associates, a marketing DBA. 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 through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

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.

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.