Tara Ellis is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Money Concepts Capital Corp., Minnesota Life Insurance Company, Securian Financial Services, and Compass Capital Management. Outside of her advisory work, she serves on the board of advisors for Heatrx, a pest control bedbug remediation company, and holds a partner role in its Los Angeles expansion, contributing to sales training and operations. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Samantha Lee is a CFA® charterholder with eight years of experience in the financial industry. She has been with IEQ Capital, LLC since 2018 and previously worked at First Republic Bank and the University of California, Berkeley. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and alternative investments through a centralized investment process supported by extensive manager research.

Grace Apuy is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding CFP® and Series 66 designations and bringing 18 years of industry experience. Her work history includes positions at Kayne Anderson Rudnick and VP Distributors LLC, as well as a brief tenure at BNY Mellon. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Curt Radetich is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 38 years of industry experience. His previous roles include positions at Charles Schwab and TD Ameritrade. He is also the author of a financial education book titled "FUTURE-PROOF WEALTH Strategies." VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice and non-discretionary arrangements.

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.

Fabian Garces is a CFP® and CFA® with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at Bordeaux Wealth Advisors and Calvo Enterprises. Outside of his advisory role, Garces serves as Vice-Chairman and Chair of the Asset/Liability Committee on the Board of Directors of Bank of Saipan, a community bank. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, integrating quantitative and fundamental analysis alongside various portfolio tools and legacy strategies.

Melody Suehiro is a CFP® professional with seven years of experience in the financial services industry. She has worked at Cerity Partners LLC since 2023, following prior roles at Galileo Planning Group and BNY Mellon. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs, and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Chad Thomas is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase & Co. and J.P. Morgan Securities, Inc. prior to joining Citi Private Advisory LLC and Citigroup Global Markets Inc. in 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Kalyani Chandra is a Series 65-licensed financial advisor at Schwab Wealth Advisory with experience in estate and gift tax from her 16-year tenure at the Internal Revenue Service. She joined Schwab Wealth Advisory in 2025 after working at Charles Schwab since 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations while clients retain final trading decisions. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools to support its advisory services.

Shao Tsung Tseng is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. Prior to joining Independent Financial Group in 2015, he briefly worked at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory role, he is also licensed as a California insurance agent offering various insurance products. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans, providing investment advisory and brokerage services. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring client portfolios based on risk tolerance and ongoing due diligence.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

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.

Michael Fenner is a CFA® charterholder with seven years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Neuberger Berman and Fisher Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and customized Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.

Vianne Schein is a Series 66-licensed financial advisor with two years of industry experience, currently with IEQ Capital, LLC. Her prior experience includes roles at JP Morgan Chase Bank and RBC Capital Markets. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, non-profits, and other entities, with a focus on clients typically having net worth of $10 million or more. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

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.

Trinh Tuyen Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. In addition to his advisory role, he is an independent optometrist working on a contract basis and teaches financial education through the Hartland Institute of Financial Education. Tran has been with Transamerica Financial Advisors since 2015 and has prior experience with World Financial Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets under management as of late 2025.

Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Crowdstrike, Conga (Apttus), Infosys (Google contract), and Symantec (Norton). Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Paolo Ferretti is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at Roof, Eidam & Maycock from 2010 to 2017. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.