Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His work history includes roles at LPL Financial LLC, Strategic Wealth Advisors Group, and Lion Street Advisors, among others. Bolton provides investment advisory services through independent firms such as Mariner Independent Advisor Network and Oak Tree Wealth Management. Private Advisor Group, LLC serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, with a range of analytical approaches and trading time horizons supported by recognized strategists and platforms.

Dylan Gois is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and has worked with several firms including Diamond Group Wealth Advisors and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by multiple analytical approaches and custodial options.

Christina Huynh is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. She holds the ChFC® and Series 63 designations and has 20 years of industry experience, including roles at Nylife Securities, Inc and New York Life Insurance Company. Outside of her advisory work, she is involved in insurance brokering for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a large majority of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Princess Gertrude Baylosis Quianzon is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has a background working in healthcare, including roles as a registered nurse at Kaiser Permanente and other medical centers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using model portfolios and third-party managers to implement its advisory services across a large advisor network.

Tracy Jao is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC, joining both firms in 2025. Prior to this, she worked with Simplex Wealth Management and Consilium Wealth Management, LLC for over a decade each. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Adam Zielske is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Procore Technologies. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through over 400 independent advisers, employing multiple analytical approaches and fiduciary standards when advisory agreements are in place.

Shih Sheng Li is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, working with Transamerica since 2014 and also holds a role at Cadence Design Systems, where he assists semiconductor companies with electronic design automation software. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

Hong Ge is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Ge has worked with Blue Shield of California, Delta Dental, Covered California, Kaiser Permanente, and UC Davis Health. Ge is also active as an independent insurance broker and engages with clients on health and dental insurance matters. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a variety of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Rebecca Wynarczyk is a Series 65 licensed advisor with Private Advisor Group, LLC and has one year of industry experience. She also provides investment services through Financial Planner Group, LLC and Mariner Independent. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who access various custodians, model strategists, and program vehicles to align with client objectives.

Andrew Barrett is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, Bci Securities, Inc., and Barrett Strategic Consulting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account solutions with both discretionary and non-discretionary portfolio management options.

Amanda Miller is a financial advisor at Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill from 2018 to 2021 and has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of independent advisers and offers services such as portfolio management, retirement plan consulting, and fiduciary advisory.

Luoteng Lin is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining HSBC, Lin worked at Charles Schwab & Co., Inc. and Sterling Bank and Trust. Outside of advising, Lin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and other affiliates, providing advisory, fund selection, and administrative services.

Rahil Machiwalla is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes roles at 1st United Credit Union since 2023 and Cuso Financial Services, LP from 2012 to 2023. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Glenn Bittner is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. 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. The firm’s advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Steven Cannatella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of his advisory role, he is involved in fixed insurance and annuity products, including dental and individual health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Rosa Harnack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been affiliated with New York Life-related entities since 2004 and has worked at Eagle Strategies LLC since 2020. Outside of advisory services, she is appointed with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Zoe Ng is a financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Independent Financial Group since 2005. Outside of her advisory role, she is a California notary public and is involved in real estate sales and property management alongside her spouse. 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 individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and relationships with third-party asset managers, serving a broad client base including high-net-worth individuals and institutional clients.

Tina Tsao is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Deutsche Bank and Citi Private Bank. Tsao has also been involved in sales 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 charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.