Matthew Kay is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Ameritas in various capacities since 2006 and also owns an incorporated business, All Planning Phases, providing insurance and financial services. Kay is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, mutual funds, ETFs, and individual securities across multiple platforms, with options such as held-away retirement management and interval fund strategies.

Peter Young is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with Transamerica since 2018 and has prior experience at World Financial Group and Provident Credit Union. Outside of advisory work, he serves as a board member of the Chinese Historical and Cultural Project, which promotes and preserves Chinese and Chinese American history and culture in Santa Clara County. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Matthew Dolan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. In addition to his advisory role, he is a licensed insurance agent at David White & Associates, where he has also been active since 2003. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology, to tailor investment solutions for its clients.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Timothy Alford is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. His prior work includes positions at Consilium Wealth Management and Cetera Wealth Services, along with nearly a decade of self-employment. Outside of his advisory role, he is involved as an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and owns a separate business, Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs, leveraging third-party managers and technology platforms to support its enterprise-scale advisory operations.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Pei Ooi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Dream Builder Financial Services and World Financial Group, among other enterprises. Ooi is a co-owner of Penney Enterprise, Inc., a pass-through company affiliated with some of his business activities. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory approach.

Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

Barbara Chie Leon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She also works as a research scientist at Novartis, focusing on protein interactions. Additionally, she has volunteered with the Leukemia and Lymphoma Society's Team in Training for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Michael Chang Ching Chiu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2021 and has been involved with World Financial Group since 2016. Outside of advisory work, he manages supply chain and purchasing operations as Director of Purchasing at HYVE SOLUTIONS. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model relies on model portfolios and third-party managers, delivering services through multiple platforms including Transamerica ONE and the TFA365 Advisory Program.

Ronald Landess II is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been with Transamerica since 2025 and has prior experience totaling 25 years in the diving equipment industry, including roles at American Underwater Products and Aqualung. Outside of finance, he is involved with Riptide Scuba. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Edward Christiansen Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Investments. He is also an owner of Muirwood Private Wealth and manages the Christiansen Family Trust. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements exist.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Gregory Warner is a CFP® with 19 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC, Hines & Warner Wealth Management, LLC, and Raymond James Financial Services, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with 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 that incorporates both active and passive strategies, customized portfolios, and offers access to specialized and affiliated investment vehicles.

Holly La is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2012, following roles at Matrix Insurance and World Financial Group. She is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based products, utilizing proprietary and third-party model portfolios to meet client needs.

Alandra Simmons is a financial advisor at Mariner with three years of industry experience. She holds a Series 65 designation and has previously worked at firms including Halbert Hargrove and R Bar. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Daniel Goodman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Sierra Pacific Financial Advisors, LLC, Northwestern Mutual Wealth Management Company, and David J Eisenhauer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Phillip Swenson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. His prior experience includes roles at Raymond James Financial Services and Millar Financial Group. Mercer Global Advisors provides advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios through a range of investment vehicles and specialized planning services.