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 Certified Financial Planner® with 33 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at Next Financial Group from 2008 to 2017. Outside of his advisory role, he has worked as a part-time statistician for the San Jose Earthquakes MLS team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, with a range of advisory programs delivered through its AccessPoint platform and partnerships with third-party asset managers.

Jean Gannon is a financial advisor with Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 designations and 28 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 registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a consolidated investment platform that includes direct management, third-party managers, and personalized managed account services.

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 who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her work history includes roles at firms such as WFG Direct and Axianta Financial Partners Norcal LLC. Outside of her advisory role, she is involved as an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family restaurant business LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory programs, combining proprietary and external investment solutions.

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 CFP® and ChFC® with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, BAM Management, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. 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, private funds, and ETFs.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

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 licenses and bringing eight years of industry experience. His prior work includes a year at Net Law and roles with World System Builders and World Financial Group since 2015. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Yang Song is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at Eagle Strategies since 2009 and New York Life Insurance Company and its affiliated entities since 1998. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring its solutions to client objectives and handles a majority of its assets on a non-discretionary basis.

Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the owner of Flynn Wealth Strategies and Insurance Solutions, Inc., and serves on the advisory board of MIF, Inc., a medical billing company with operations in the U.S. and international delivery centers. 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 tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan advisory.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having four years of industry experience. He is also involved with the National Association of Registered Social Security Analysts and manages accounting for a family-owned hair salon business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with both discretionary and non-discretionary program options.