Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors and Pilates V. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, customized portfolios, and offers a range of affiliated product solutions.

Rocio Derodriguez is a financial advisor at Kestra Advisory with over 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial, Inc., Equitable Advisors, and MSI Financial Services, Inc. Since 2017, she has been providing financial planning services to corporations and individuals through her role as a registered representative. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving a broad range of clients including very large institutional investors.

Bradley Stinn is a financial advisor at Cresset Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eaton Vance Distributors, Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co., LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across public and alternative assets.

Ying Shi is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Shi serves as an associate director at Stanford University, managing events that promote faculty research to the alumni community. Additionally, Shi holds independent board positions with Kiwi Drop Inc, a company connecting small business owners with merchandise from China through social media and live broadcasts, and is a member of 996 Partners LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Chelsea Salins is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at Galileo Planning Group and held various roles in education and retail. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary investment strategies with third-party and direct security selection, while providing access to alternative and private market solutions for qualified clients.

Pablo Albarran is a financial advisor with Transamerica Financial Advisors in Santa Clara, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Dream Builder Financial and Silicon Valley Enterprise, Inc. Outside of advisory work, Albarran is engaged in health insurance sales through Matrix Insurance Agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Andrew Porter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at Portola Partners and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing 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 continuous portfolio monitoring using advanced risk management tools.

Jack Nelson is a Series 65 licensed financial advisor at Corient with one year of industry experience. His prior roles include positions at Crewe Advisors, Andersen, and Thomas Doll CPA's. He previously worked in education at Brigham Young University and Monte Vista High School. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

Parth Parikh is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at several financial institutions, including Bank of America and Wells Fargo. Parikh is also the owner of Parikh Brothers and Associates, a technology business where he manages daily operations outside of his advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolios. The firm integrates strategic and tactical asset allocation with third-party fund due diligence, providing clients with a range of investment solutions including programs tailored for private bank clients and non-resident aliens.

Stephen Cheng is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2001. He is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, supported by proprietary and external solutions.

Xiao Lin is a Certified Financial Planner® with five years of experience at Transamerica Financial Advisors and additional background as a Certified Divorce Financial Analyst since 2026. She has worked in health insurance sales and related businesses for over 15 years and is involved with Zhong Shi & Associates, Inc., a spouse-owned non-investment business. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Mark Branson is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Cerity Partners, LLC, where he has worked since 2026. His prior experience includes 20 years at Cornerstone Capital, Inc. and five years at RCM. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management and investment services, employing a client-specific investment framework that integrates quantitative screening, manager selection, and both third-party and direct investment strategies.

Denny Tsuei is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at several firms including Citigroup, TD Ameritrade, Scottrade, and Charles Schwab. Tsuei is also a dual-hatted Bank Officer at HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process with model risk profiles and leverages both affiliated and third-party providers for advisory, fund selection, and administrative services.

April Sullivan is a financial advisor at Corient with five years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at Portola Partners, Brownson, Rehmus & Foxworth, Amazon Logistics, Curran and Lewis, and First Republic Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring to align with client objectives.

Jeffrey Lin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc. and Portola Partners. Jeffrey has been with Corient and its related entities since 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Diana Pastrana is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Royal Alliance Associates, LLC, Equitable Advisors, LLC, Chewse, and UCSF Medical Center Parnassus. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Lirong Shan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Transamerica Financial Advisors, Shan worked at several real estate and mortgage firms. Outside of financial advising, Shan is involved in the restaurant industry as a nutritionist, creating healthy new food offerings. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Shannon Blackmon is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at firms including Thomas Doll and Earned Wealth Advisors before joining Creative Planning in 2025. Outside of her advisory work, she founded and formulates handcrafted personal care and beauty products through a hobby business called Oyabloom, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of retirement plan services and affiliated legal and accounting resources.