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 15 years of industry experience. She holds a Series 66 designation and has worked previously at The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, and Loring Ward Holdings. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering 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 with an emphasis on tax and fee sensitivity and utilizes a mix of active and passive strategies alongside third-party managers and private funds.

Paul Rubel is a Series 65 and Series 63 licensed financial advisor with Centaurus Financial, Inc. in San Jose, California. He has three years of industry experience, including prior roles involving retail seed businesses. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning and portfolio management through various platforms and specialized consulting services.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC in Palo Alto, CA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Focus Partners Wealth, Wiles worked at The Colony Group, LLC and GW & Wade, LLC in various roles from 2015 to 2024. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering 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 integrates active and passive strategies and customizes portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

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.

Susan Wilson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has concurrently worked in environmental health and safety consulting as a principal consultant at BSI EHS Services and Solutions since 2016. Additionally, she has experience in insurance and non-insurance product sales affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services that encompass fee-based wrap programs, model portfolios, and commission-based products. The firm operates uniquely as both a registered broker-dealer and RIA while providing affiliated retirement and recordkeeping services.

Jeff Branson is a CFP® with 10 years of industry experience currently serving as a financial advisor at NewEdge Advisors. His prior roles include positions at Branson Financial Planning, LLC, and Investacorp Advisory Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, including access to third-party managers and sponsored advisory programs, with a focus on centralized due diligence and the use of technology to support advisors and clients.

Swastik Singh is a financial advisor at Cerity Partners LLC in San Jose, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Cerity Partners in 2024, he was a student for eleven years. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Mei Kwan is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds the Series 66, Series 63, and Series 65 licenses. Her prior experience includes roles at Wang Accountancy and Tranquil Asset Management LLC, as well as earlier positions at Banc of America Investment Services and Citicorp Investment Services. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her primary firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types including client-directed and fully discretionary options, with investment strategies developed in partnership with HSBC Global Asset Management and affiliated providers.

Hui Chen Chen is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. Prior to joining Citigroup in 2021, Chen worked at Wells Fargo Clearing, Cetera Investment Services, and Uvest Financial Services Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jonathan Scheid is a financial advisor at Focus Advisor Solutions, LLC with 23 years of industry experience. He holds the Series 63 designation and has previously worked at Bellatore Financial, Inc. and Loring Ward. Scheid is also president of Focus Partners Advisor Solutions, LLC and serves as president, CEO, and trustee of SA Funds Investment Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving about 42 advisors with over $41 billion in regulatory assets under management and administration.

Sharon Shyu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also affiliated with World Financial Group since 2010. Outside of her advisory role, she is involved in several longstanding family-owned business ventures dating back over three decades. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary model portfolios alongside third-party money managers, and delivers both discretionary and non-discretionary investment management solutions.

Vanessa Anderson is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 23 years. 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 offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Dahkwang Yeh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and Alliance Realty and Loan. Outside of his advisory role, he provides in-home support services, assisting elderly clients with daily living tasks. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach combined with third-party money managers and digital platforms to deliver investment advisory and retirement-plan services.

Daniel Goldie is a CFP® and CFA® with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. His prior roles include positions at Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and LWI Financial Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using active and passive strategies along with third-party managers and customized portfolios.

Timothy Ross is a financial advisor at Cresset Asset Management, LLC with 21 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Cresset in 2023, he worked at First Republic Investment Management and First Republic Securities Company LLC from 2015 to 2023. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence across public and private markets.

Lan Ge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Lan has held various roles, including health insurance agent and registered tax return preparer, and is involved in college planning programs and an educational organization, World System Builders. Outside of financial advising, Lan participates in programs supporting families with college planning and provides in-home supportive services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm serves individual investors, employer plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Andy Lam is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC since 2019 and previously worked at UBS Financial Services from 2014 to 2019, as well as AriiX Corporation between 2011 and 2019. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, combining discretionary and non-discretionary solutions alongside broker-dealer capabilities and alternative investment placements.

Darci Hawkins is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Investment Management and First Republic Securities Company from 2015 to 2023. Hawkins serves as Treasurer on the Board of the National Charity League, Willow Rose Chapter. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies, along with third-party manager allocations, supported by a structured due-diligence process.