Tyler Johnson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a diverse client base that includes individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers.

Peter Grassi Jr. is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Grassi Investment Management from 1997 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches and a range of retirement plan services.

Joseph Bragdon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked with Kestra Advisory Services, LLC since 2016 and with Kestra Investment Services, LLC since 2014. He also serves as Vice President at Financial Architects Partners, where he focuses on integrating life insurance into clients’ financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Richard Luerra is a financial advisor with Empower Advisory Group in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, and ICMA Retirement Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shih Sheng Li is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, working with Transamerica since 2014 and also holds a role at Cadence Design Systems, where he assists semiconductor companies with electronic design automation software. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

Hong Ge is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Ge has worked with Blue Shield of California, Delta Dental, Covered California, Kaiser Permanente, and UC Davis Health. Ge is also active as an independent insurance broker and engages with clients on health and dental insurance matters. 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 variety of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

James Hering is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Union Square Investment Company. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates a variety of active and passive strategies and offers specialized solutions such as an Options Income Overlay and a trend-following “TrendWise” sleeve.

Jay Backstrand is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Trust Company from 2008 to 2017 before joining Citi Private Advisory LLC in 2017. He holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Yiding Lei is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 19 years of industry experience. Prior to joining Transamerica in 2020, Lei worked at Centaurus Financial for six years and also spent two years as a homemaker. Lei’s other business activities include 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 provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers.

Luoteng Lin is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining HSBC, Lin worked at Charles Schwab & Co., Inc. and Sterling Bank and Trust. Outside of advising, Lin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and other affiliates, providing advisory, fund selection, and administrative services.

Sonya Brampton is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2020, following roles at First Republic Bank and Specialty Real Estate 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 offers portfolio management, financial planning, and consulting, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions.

Rahil Machiwalla is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes roles at 1st United Credit Union since 2023 and Cuso Financial Services, LP from 2012 to 2023. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Glenn Bittner is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Deborah Camillo is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management, Inc. Her career includes roles at both wealth management and securities firms. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of related entities offering trust, advisory, and private fund services.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He joined the firm in 2026 and has a background that includes positions at Levi Strauss & Co and Pepperdine. Outside of advising, his prior experience includes work at the high school level. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and diversified portfolio strategies, supported by an extensive network of affiliated service companies.

Daniel Robinson is a CFP® and ChFC® with 20 years of experience, currently affiliated with Principal Financial Services in San Jose, CA. He has been with Principal Life Insurance and Principal Securities since 2006. His professional activities include working with fixed insurance products such as life, disability income, annuities, group life, dental, and health insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, nonprofits, corporations, and active-duty military personnel outside the U.S. The firm provides financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Holt is a financial advisor at Corient with two years of industry experience and holds a Series 65 credential. His prior roles include positions at TCW and Russell Investments. He has also been involved with UCLA Recreation and worked at the University of California, Los Angeles. 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 using both in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management tools.

Ernest Hui is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services and has prior experience at Gbs Insurance And Financial Services, Inc. and M. Holdings Securities, Inc. Since 2022, he has been involved as a co-founder and partner of Bald Eagle City, a local basketball club focused on organizing leagues and coaching youth teams in his community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and employs a rigorous investment due diligence process while offering access to multiple management platforms and third-party solutions.

Jonathan Yu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and leads Jonathan Yu Enterprise, Inc. since 2017. His background also includes roles at Matrix Group Insurance and World Financial Group. In addition to advisory services, he is involved in the sale 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 proprietary and third-party model portfolios with discretionary and non-discretionary options.

Lorraine Siller is a financial advisor with Transamerica Financial Advisors in Alviso, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has previous experience with World System Builders and the United States Census Bureau. Siller serves as a volunteer board member for Eastwood Manor II HOA. 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 options.