Yuju Hsiung is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience including roles at Kaiser Permanente Health Insurance and as president of Yuju Consulting Inc. In addition to her advisory work, she is involved in network marketing for nutrient supplements through Beauty Stem Biomedical. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jason Pfannenstiel is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bordeaux Wealth Advisors, Mirador Capital Partners, LP, and Sanctuary Securities LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across a variety of investment vehicles.

Zhiyuan Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and has additional experience with World System Builders and Futurewei Inc. Wang also provides consulting on optimizing Social Security income through his role as a certified RSSA. Transamerica Financial Advisors serves a diverse client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple advisory platforms that utilize model portfolios and third-party managers.

Yuhan He is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 designation and two years of industry experience. Prior to joining HSBC Securities in 2023, Yuhan worked with HSBC Bank USA N.A. and has held various roles in different sectors including education and hospitality. Outside of advisory work, Yuhan is a co-founder and owner of HafenDew LLC, a social networking and relationship app. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary portfolio options. The firm employs a multi-model investment process and utilizes affiliated providers for fund selection and administration, serving a broad client base with a range of risk profiles.

Baodong Hu is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Investment Services LLC, East West Bank, and Morgan Stanley Private Bank. 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 employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a scale that includes roles as a swap dealer and futures commission merchant.

Hector Gama is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Pesta & Pesta, Morgan Stanley Private Bank, Morgan Stanley, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support its clients' investment needs.

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.

Boaz Chan is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and First Republic Investment Management. 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 a range of portfolio management and financial planning services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

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.

Barnaby Levin is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

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.

Jessica Regidor is a financial advisor with Sanctuary Advisors, LLC in Los Gatos, CA, holding a Series 66 designation and having 16 years of industry experience. Prior to joining Sanctuary Advisors in 2023, she spent 16 years at UBS Financial Services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who create their own investment strategies within a supervised framework and provides a variety of portfolio management options through distinct analytical approaches and multiple custodial arrangements.

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.

Michal Zyla is a CFP® and Series 65 licensed advisor with eight years of industry experience. He has worked at Savant Wealth Management since 2025, following four years at Parkworth Wealth Management, Inc. Prior to his advisory career, he held positions at Columbia University and Kaiser Permanente. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and specialized affiliated entities for accounting, legal, and trust services.

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.

Chi Yu Lu is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Groups since 2019, following a decade at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Giulio Cannatello is a CFP® professional with 13 years of experience in financial advisory. He currently works at Kestra Advisory and has prior experience with Fidelity Investments, LPL Financial, Strategic Wealth Advisors Group, UnionBanc Investment Services, and MUFG Union Bank. Giulio also provides financial planning and insurance advice through Transitions Wealth Advisors. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design and compliance, investment advice, and manages approximately $79.8 billion in assets.

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.

Anthea Lai is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at HSBC Bank USA, N.A. and Cetera Investment Services and serves in a dual role as a bank officer for HSBC Bank (USA) N.A., selling bank-related products alongside her registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment process combines strategic and tactical asset allocation with ongoing fund diligence, offering both non-discretionary and discretionary portfolio management across multiple risk profiles.