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 based in Los Gatos, CA, with 10 years of industry experience. He holds a Series 66 designation and has previously worked 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, and 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.

David Wu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. His background includes roles in estate planning services and bilingual health insurance sales, as well as involvement in youth coaching as the long-distance track coach at Francisco Middle School. Wu also provides occasional college consulting workshops through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Daniel Flynn is a CFP® professional with 23 years of industry experience. He has worked at Lincoln Financial Advisors for 23 years before joining Commonwealth Financial Network and Aegis Consulting in 2025. Flynn is also the owner of DFF33, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by operations, technology, compliance, and practice-management resources.

William Donnelly is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds a Series 63 designation and has held leadership roles at Donnelly Accountancy Corporation since 1980 and Donnelly Investment and Wealth Advisors, Inc. since 2016. Donnelly also has a longstanding association with San Jose State University beginning in 1984. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures that combine in-house and third-party manager strategies.

Ian Maher is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Baird and J.R. Financial and Insurance, along with periods focused on full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and a mix of proprietary and third-party management strategies.

Fabian Garces is a CFP® and CFA® with five years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors and Calvo Enterprises. He serves as Vice-Chairman and Chair of the Asset/Liability Committee on the Board of Directors at Bank of Saipan, a community bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and integrates various investment strategies and affiliated service companies.

Elizabeth Mckown is a Series 66-licensed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She previously worked at Bank of America, N.A. for seven years and Merrill for twelve years. 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, operating as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Ryan Tran is a financial advisor with Principal Financial Services in San Jose, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Shurwest Financial, Asurea, and Promark Financial. Additionally, he is an insurance agent involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager programs under adviser and promoter arrangements.

Shao Tsung Tseng is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Independent Financial Group since 2015. Outside of his advisory role, he is also a licensed California insurance agent offering various insurance products. 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 field force, utilizing multiple investment program options and third-party asset managers.

David Hanna is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior work includes positions at Buckingham Strategic Partners and Loring Ward. Outside of his advisory role, he serves as Treasurer/CFO for the Assyrian American Association of San Jose, managing the organization's expenses and budgeting. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a team of 42 advisors.

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 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Goldstein is also involved in winemaking through CV Wine, LLC, where he makes and sells wine. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive implementation, and manager selection across multiple asset classes, including alternatives.

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.