Sasha Zhu is a financial advisor with Citigroup Global Markets in Palo Alto, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with Citigroup Global Markets since 2014. Outside of her advisory role, she is involved in restaurant business administration for Little by Little in Fremont, CA. Citigroup Global Markets serves individual and institutional clients across wealth segments including workplace, high-net-worth, and ultra-high-net-worth individuals, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and it maintains institutional-scale operations including in-house research, derivatives trading, and lending secured by advisory assets.

Jessica Regidor is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2007 to 2023 before joining Sanctuary Advisors and its affiliated broker-dealer, Sanctuary Securities, Inc. in 2023. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement distinct investment strategies.

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.

Maggie Siauw is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 designation and 26 years of industry experience. She has been with PlanMember since 2011 and is also associated with Employee Benefits Services Group, where she is involved in insurance product sales. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation approach and manages risk-based mutual-fund portfolios while offering education and support services to plan sponsors and participants.

Chad Galvan is a financial advisor at Voya Financial Advisors, Inc. based in San Jose, CA, with four years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Blankinship & Foster, LLC and GWFS Equities, Inc. prior to joining Voya Financial Advisors. Voya Financial Advisors, Inc. serves a diverse client base including individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution, delivering advice through a combination of affiliated strategies and third-party managers.

Jennifer Seacrist is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds a Series 66 credential and has worked previously at Morgan Stanley and First Republic Investment Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments as part of its comprehensive approach.

Thuan Pham is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. His prior work includes roles at Golden Bay Insurance Agency and New York Life entities. He is also involved as an insurance broker for property, casualty, and non-registered products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within an integrated New York Life affiliate structure and offers a variety of program types tailored to client and plan sponsor objectives.

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 14 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and Lwi Financial Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Paul Rubel is a financial advisor at Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he was involved with Plant Flower Seeds and Buy Rare Seeds. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of analytical approaches and investment options.

Justin Wiles is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at The Colony Group, LLC since 2024. Prior to that, he spent several years at GW & Wade, LLC and its affiliated entities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.