Erickson Dimaano is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Transamerica Financial Advisors since 2026 and has prior business activity with World System Builders and World Financial Group Insurance Agency. Outside of financial advising, he has a 15-year tenure at Kaiser Permanente. 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 a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing both discretionary and non-discretionary program options.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 credential and previously worked for Buckingham Asset Management, LLC for 11 years. 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’s investment approach utilizes a combination of active and passive strategies within a long-term, tax- and fee-sensitive framework, and it provides customized portfolio management on both discretionary and nondiscretionary bases.

Zoe Ng is a financial advisor with Independent Financial Group, LLC, where she has worked for 21 years. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Outside of advisory work, she serves as a California Notary Public and is involved in real estate sales and property management with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management options and third-party programs, combining strategic asset allocation with active and passive investments across various risk profiles.

Tina Tsao is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Deutsche Bank, Citi Private Bank, and Citigroup Global Markets. Outside of advising, she has been 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 corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Tracie Glaros is a financial advisor with Creative Planning, holding a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, she worked at Maxwell Wealth Strategies Inc., Raymond James Financial Services, and Edward Jones. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and access to private market investments.

Ricky Romasanta is a financial advisor with Principal Financial Services in San Jose, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2015. Romasanta is also licensed as a life and disability insurance agent. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Julius Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is involved with InheritGuard LLC, providing education and client communications on estate planning services. Reyes also participates in college coaching through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Harry Sherdil is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, Wells Fargo Investments, and Bancwest Investment Services. In addition to his advisory work, he operates a home-based eBay business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services, using a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies.

Paramjeet Singh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles in automotive sales and management at Fremont Toyota, Swickard Auto Group, and Dubin Toyota, alongside part-time involvement in insurance sales through Matrix Insurance Agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms, with regulatory assets under management totaling approximately $1.7 billion.

Jackson Tung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Transamerica Financial Advisors since 2015 and is also involved with Zhong Shi & Associates and Gold Team LLC, the latter of which leases office spaces to tenants. Tung is engaged in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with options for discretionary and non-discretionary management.

Jon Pettinelli is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. His career includes prior roles at Royal Alliance Associates, Inc. and Signator Investors Inc. He is based in Redwood City, CA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm provides a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture approach with multiple third-party platforms and managers.

Silvia Sadikin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with World Financial Group, Inc. and the Heartland Institute of Financial Education, where she serves as a college consultant. Outside of financial advising, she owns and administers Bee Best Learning Center, an after-school care and tutoring program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platforms, delivering services via a large advisor network and multiple program options.

Prachi Chittora is a financial advisor at Citigroup Global Markets with eight years of industry experience. She has held her current role at Citigroup since 2015 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Zheng Yu is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to his current role, he worked at Rockefeller & Co for six years and at Financial Clarity, INC. for four 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 combines portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions, access to third-party managers, and alternative investment opportunities.

Pamela You is a Financial Consultant I at Fidelity Investments, where she provides customized financial planning services. She has been with Fidelity since 2025 and previously worked as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2025. Pamela's expertise includes taxation and financial planning, supported by her educational background. She holds an MBA and a Master's degree in Accounting. Pamela also holds a California Insurance License, which supports her work in financial consulting. Her professional approach focuses on assisting clients through various life stages and significant changes. Outside of her professional commitments, Pamela enjoys golf, reading, running, tennis, and yoga.

Romania Lee is a financial advisor with Empower Advisory Group in Dublin, CA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Fidelity Investments, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates, serving a large participant base relative to its advisor headcount.

Liqiu Jiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. In addition to her advisory role, she holds senior positions in biostatistics at Vera Therapeutics and Corcept Therapeutics, where she focuses on statistical analysis and clinical trial data. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory strategies.

David Umbenhaur is a financial advisor with Guardian Life who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Guardian Life and its affiliate Park Avenue Securities since 1996. Outside of his advisory role, he serves as a sound technician for his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds the Series 65 designation and has worked at Mercer and its affiliated firms since 2022, with prior experience at Regis Management Company, where he was involved for nearly two decades. Burlinson serves as an Investment Trustee and holds executive roles in related investment entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, and specialized retirement and charitable consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private fund platforms.

Nestor Belmonte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with a variety of investment strategies implemented through both in-house management and third-party managers.