Sung Yu Liu is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation, bringing 19 years of industry experience. Liu has worked with HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Merrill and Waddell & Reed. Liu also serves as a Bank Officer for HSBC Bank (USA) N.A., in addition to her role as a registered representative. HSBC Securities (USA) Inc. offers a range of managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment process includes multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Kc Corkery is a financial advisor at Corient with 17 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including 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 specialized offerings such as family office and trustee services.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. 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 includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Benjamin Johnson is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Fidelity Investments and Pesta and Pesta Wealth Management. His background includes roles outside of finance, such as teaching positions at Pepperdine University and various schools from 2015 to 2024. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan solutions, employing a discretionary approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Jackson Bussell is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and one year of industry experience. He has previously worked with Pettinelli Financial Partners, LPL Financial, and Northwestern Mutual. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Joseph Park is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at First Republic Investment Management, Inc., Waypoint Wealth Partners, and First Republic Wealth Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across a broad range of services including wealth management, financial planning, and advisory for private funds. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Darryl Celkupa is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Charles Schwab, Foreside Funds Distributors LLC, and Matthews International Capital. Outside of finance, he does voiceover work in various media on weekends. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach among enterprise wealth managers.

Kevin Calenzani is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Securities, Credit Suisse Securities, and Raymond James & Associates, as well as a teaching role at Duke Fuqua School of Business. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, non-profits, and other entities. The firm’s investment approach relies on centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that incorporate liquid strategies, third-party Independent Managers, and private alternative investments.

Alexander Webb is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors, PFI Advisors, and MAI Capital Management. Outside of finance, he operated Brick Street Bar & Grill from 2017 to 2018. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach integrates centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a combination of liquid strategies, third-party managers, and private alternatives.

Ryan Schmidt is a Series 65 licensed financial advisor at Corient with 20 years of industry experience. His career includes ten years at Schmidt Financial Group, Inc. and a decade at Palo Alto Wealth Advisors, LLC prior to joining Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Scott Gutterman is a financial advisor at IEQ Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IEQ Capital since 2022, previously working at UBS Financial Services since 2008. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dirk Gilliard is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and Emeritus Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative services.

Julia Lin is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLife Securities, Inc. for 20 years before joining The Leaders Group, Inc. and later TLG Advisors. Lin is also an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinct approach that combines fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer platform called Starlight Portfolios.

Josh Jansen is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Citigroup since 2016, with brief tenures at Wells Fargo and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Albert Hwang is a CFP® professional at Cerity Partners LLC with two years of industry experience. His work history includes roles at Consilium Wealth Management and BDO USA LLP. He also has experience at Epitome Learning Center outside the financial services industry. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and third-party managers, and offers access to private-market investments and specialized retirement plan consulting.

Kapil Bhatnagar is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He has been with Centaurus Financial since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates Tax Team Advisors, Inc., a firm providing tax preparation, accounting, and business services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management options.

Derick Wong is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including World Financial Group, INC., Nelson & Wong, Louie & Wong CPA, and Byemcc Accountancy Corporation, where he is a partner. Outside of his advisory role, he is involved in accounting and tax services through Byemcc Accountancy Corporation. 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 employs model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated mutual funds and insurance products.