Paul Delzio is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Wedbush Securities Inc. for eight years and Edward Jones for five years. Delzio serves as a board member of the Redwood Shores Owners Association, participating in neighborhood governance and community affairs. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm uses both firm- and third-party models to develop tailored investment strategies combining passive and active management across multiple risk profiles.

Jennifer Ellison is a CFA® charterholder with 22 years of industry experience. She has been with Cerity Partners LLC since 2021 and previously worked for Bingham, Osborn & Scarborough, LLC for 20 years. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners advises a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Joseph Santomieri is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Royal Alliance Associates, Signator Investors, Milpitas Unified School District, and Morgan Stanley Dw Inc. Stratos Wealth Partners is an SEC-registered enterprise adviser 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 a range of financial planning and portfolio management solutions through an open-architecture model that incorporates multiple third-party platforms and managers.

Jennifer Seacrist is a financial advisor at Rockefeller Financial LLC in Los Gatos, CA, holding a Series 66 designation with 19 years of industry experience. Her career includes a decade at Morgan Stanley and roles at First Republic Investment Management and First Republic Securities prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients and corporations. The firm operates a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Richard Rodriguez is a CFP® with 14 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd and previously worked at LPL Financial, Royal Alliance Associates, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory roles, he was involved with Diamond Skills Camp for over a decade. 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 a range of financial planning and outsourced CIO solutions.

Ana Galutera is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. She previously worked at Galileo Planning Group for 17 years and at Brownson, Rehmus & Foxworth, Inc. for four years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services focused on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 37 years of industry experience. She has previously worked with Mariner Independent Advisor Network and LPL Financial. Barsocchini provides investment advisory services and has operated an independent advisory business through Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and managed account solutions. The firm’s fiduciary-based model involves both discretionary and non-discretionary management, utilizing proprietary technology platforms and third-party strategists.

Thuan Pham is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with New York Life and its affiliated entities since 2013 and previously with Golden Bay Insurance Inc. Pham is also active as an insurance broker for property, casualty, and non-registered products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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 15 years of industry experience. She holds a Series 66 designation and has worked previously at The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, and Loring Ward Holdings. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including 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 investment approach with an emphasis on tax and fee sensitivity and utilizes a mix of active and passive strategies alongside third-party managers and private funds.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC in Palo Alto, CA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Focus Partners Wealth, Wiles worked at The Colony Group, LLC and GW & Wade, LLC in various roles from 2015 to 2024. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering 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 investment approach with an enhanced open architecture that integrates active and passive strategies and customizes portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Juliette Castelli is a financial advisor with Eagle Strategies (NY Life) based in Los Gatos, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with New York Life and its affiliates since 2014 and operates Castelli Financial & Insurance Services, through which she brokers insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis within an integrated New York Life structure.

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 San Jose, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Cerity Partners in 2024, he was a student for eleven years. 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 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Heidi Lau is a financial advisor with HSBC Securities (USA) Inc. based in Fremont, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining HSBC, she worked at J.P. Morgan Securities, Citigroup Global Markets, and Charles Schwab. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her broker-dealer firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and involves ongoing fund due diligence, with a mix of non-discretionary and discretionary portfolios.

Minnie Sanford is a CFP® and holds a Series 66 license with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Her prior experience includes positions at Bingham, Osborn & Scarborough LLC and Bailard, Inc. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Mei Kwan is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses. Her prior experience includes roles at Wang Accountancy and Tranquil Asset Management LLC, as well as earlier positions at Banc of America Investment Services and Citicorp Investment Services. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her primary firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types including client-directed and fully discretionary options, with investment strategies developed in partnership with HSBC Global Asset Management and affiliated providers.

Chris Parker is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.