Stephanus Hermanto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at IBM and ongoing involvement with firms such as inheritguard, LLC, where he provides education and support on estate planning issues. Additionally, he assists clients with insurance needs through the Covered California Health Insurance Marketplace. 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 investment approach primarily utilizes model portfolios and third-party managers, combining proprietary and external strategies with an integrated retirement plan ecosystem.

Grant Carver is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory roles, he held positions at CliftonLarsonAllen LLP and Sweeney Kovar LLP, and has teaching experience at multiple colleges. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture that blends fundamental and quantitative analysis, with access to various asset classes and affiliated service companies.

Vinh Do is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mutual of America Securities LLC and Cetera Investment Services LLC. Based in San Jose, CA, he has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated approach tied to its recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Sasha Zhu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has been with Citigroup Global Markets since 2014. Outside of her advisory role, she is involved in business administration for a restaurant called Little by Little. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and market roles such as swap dealer and futures commission merchant.

Catherine Pitts is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Portola Partners and Brownson Rehmus & Foxworth. Outside of finance, she owns and oversees operations at Dasha Boutique, a jewelry business. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Trevor Lawson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at GWFS Equities and a part-time position as an EMT with AMR/Rural Metro, where he provides emergency medical services. He also occasionally assists with clerical duties at a family roofing company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Ying Liu is a financial advisor with Eagle Strategies (NY Life), holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Eagle Strategies, Ying worked at NYLIFE Securities LLC and New York Life Insurance Company, and also has experience with Googain. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers a range of advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Bodin is a CFP® and CFA® with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent nine years at Buckingham Strategic Wealth, LLC. Bodin is based in Palo Alto, CA. Focus Partners Wealth serves a diverse client base 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 third-party managers, offering a broad range of wealth services and an extensive network of affiliated service companies.

Jeremy Pomer is a CFP® with 17 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and has prior experience with Strategic Retirement Partners, Nfp Advisor Services, and 401 K Advisors. Pomer also serves as a Senior Plan Consultant for a fiduciary advisory business focused on 401(k) and 403(b) plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers a range of services including plan design, compliance testing, fiduciary consulting, and investment advice, serving large institutional investors and employing multiple management platforms and third-party solutions.

Geetika Mehrotra is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 credential. Prior to joining Citigroup in 2026, she worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

Chad Galvan is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at several firms, including Blankinship & Foster, LLC, GWFS Equities, Inc., and Silver Oak Wealth Advisors. Voya Financial Advisors, Inc. serves a diverse client base comprising individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily offering recommendation-based advice through various program structures.

Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Zachary Herlick is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC prior to joining Corient. Corient serves a diverse client base ranging from individuals and high-net-worth clients to trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party managers and customized asset allocation, and offers specialized services through affiliated family office, tax, and corporate trustee platforms.

David Arizini is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, he is involved as managing partner of an LLC that operates an active vineyard. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides services such as portfolio management, wealth planning, private fund advisory, and family office solutions.

Alicia Mchugh is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and Lwi Financial Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Paul Rubel is a financial advisor at Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he was involved with Plant Flower Seeds and Buy Rare Seeds. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of analytical approaches and investment options.

Justin Wiles is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at The Colony Group, LLC since 2024. Prior to that, he spent several years at GW & Wade, LLC and its affiliated entities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Susan Wilson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has concurrently worked in environmental health and safety consulting as a principal consultant at BSI EHS Services and Solutions since 2016. Additionally, she has experience in insurance and non-insurance product sales affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services that encompass fee-based wrap programs, model portfolios, and commission-based products. The firm operates uniquely as both a registered broker-dealer and RIA while providing affiliated retirement and recordkeeping services.

Jeff Branson is a CFP® with 10 years of industry experience currently serving as a financial advisor at NewEdge Advisors. His prior roles include positions at Branson Financial Planning, LLC, and Investacorp Advisory Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, including access to third-party managers and sponsored advisory programs, with a focus on centralized due diligence and the use of technology to support advisors and clients.

Swastik Singh is a financial advisor at Cerity Partners LLC in Los Altos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he was a student for eleven years. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolios with diversified asset allocation and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.