Jessie Tran is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is active as a real estate sales agent with OnTime Realty Corp and markets Medicare Advantage products through South Bay Health Insurance Services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach supported by third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Hahn is a CFP® with 33 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017, following nine years at NEXT Financial Group and ten years at Securian Financial Services, Inc. In addition to his advisory role, he has worked part-time as a statistician for the San Jose Earthquakes MLS. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models to develop client strategies, offering a variety of portfolio management options and financial planning services.

Jean Gannon is a financial advisor at Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 29 years of industry experience. Prior to joining Rockefeller Financial in 2026, Gannon spent 23 years at UBS Financial Services. 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 operates a Private Advisor model supported by the Rockefeller Global Investment Management platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jacob Strong is a Series 65-credentialed advisor at Mariner with one year of experience in the financial advisory industry. Prior to joining Mariner, he worked in technology and marketing roles at companies including AppsFlyer and CleverTap. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services supported by an internal Investment Committee and third-party managers.

Marjan Yavari is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Bankers Life Advisory, Yavari held positions at Northwestern Mutual, Bank of America, Wells Fargo, and Cnergy Plus. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Cheng Yeoh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles with multiple organizations such as Dream Builder Financial, Principal Dental, Silicon Valley Enterprise, and United Healthcare. Yeoh also serves as a director of a homeowners association and holds a leadership position as vice president of the Malaysian Professional & Business Association. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages a substantial portfolio of assets and supports its clients through various program options and affiliated retirement services.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at several firms, including Axianta Financial Partners and WFG Direct. Outside of her advisory role, she is an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family-owned restaurant LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Gaoling Fu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Fu has held roles at several firms, including Balancepoint Financial Services, Wang Insurance, and ABC Insurance Services. Outside of advisory work, Fu serves as president of Balancepoint Financial Services, managing operations and marketing health and property and casualty insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering integrated retirement plan solutions and affiliated investment products.

Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Roman I Vlev is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has work experience in technology and health-related businesses, including a partnership role at Spark Health Inc and MIS. Outside of his advisory role, he is also an independent insurance agent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Hector Cervantes is a financial advisor at Creative Planning with a Series 66 credential and four years of industry experience. His prior roles include positions at Grassi Investment Management, HKC Partners, Enliven Advisory, and Bank of America. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing services such as portfolio management, financial planning, and retirement plan fiduciary solutions. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Daniel Gunadi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has held roles at Synopsys Inc., Cisco Systems Inc., and the Heartland Institute of Financial Education. Outside of his advisory work, he provides technical support at Synopsys Inc., a high-tech hardware and software company. Transamerica Financial Advisors serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers, offering integrated retirement plan services and proprietary investment solutions.

Brian Fenn is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing 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 combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Michael House is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 credential and currently based in San Jose, CA. He has worked in the financial industry for over a decade, including twelve years at The Northern Trust Company before joining Citigroup in 2025. 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 utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.

Chuong Ha is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 registrations and has eight years of industry experience. His prior work includes a position at Net Law and ongoing involvement with World System Builders and World Financial Group. He is also engaged 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 advisory and broker-dealer services through various fee-based programs, third-party money manager access, and commission-based products.

Yang Song is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2009 and maintains a long-standing relationship with Nylife Securities Inc. and New York Life Insurance Company since 1998. His other business activities include brokering non-registered investment products with various outside insurance carriers. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working closely with institutional plan sponsors within an integrated New York Life affiliate structure.

Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Flynn operates Flynn Wealth Strategies and Insurance Solutions, Inc., where he is involved in brokering non-registered insurance products. He also serves on the advisory board of MIF, Inc., a medical billing company with operations in the United States and delivery centers in India and Sri Lanka. Eagle Strategies serves individual and institutional clients by 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 and plan sponsor objectives, managing a majority of its assets on a non-discretionary basis and maintains fiduciary responsibilities under applicable regulations.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2017 and is involved with the National Association of Registered Social Security Analysts, where he provides Social Security income reports. Outside of advising, Hoang is the CEO of The Hoang Inc., a hair salon business, and also works as a Medicare agent with SouthBay Health and Insurance Services. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, estates, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios and various investment platforms.