Jeffrey Lin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc. and Portola Partners. Jeffrey has been with Corient and its related entities since 2020. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Adrianne Flores is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Alameda Financial Group, Koehler & Associates CPA's Inc, The Weed Solution, and Staples, Inc. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios tailored to clients’ risk profiles.

Rodney Suzuki is a financial advisor with Primerica Advisors based in San Francisco, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and Prudential Insurance. He is also engaged in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Lirong Shan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Transamerica Financial Advisors, Shan worked at several real estate and mortgage firms. Outside of financial advising, Shan is involved in the restaurant industry as a nutritionist, creating healthy new food offerings. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Melissa Elliott is a financial advisor at Mariner with 10 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Mariner. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, delivering customized portfolios supported by both internal teams and third-party managers.

Shannon Blackmon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Earned Wealth Advisors, Thomas Doll, and Robasciotti & Associates. Outside of her advisory work, she is the founder and formulator of Oyabloom, LLC, a small business producing handcrafted personal care and beauty products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Newman is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2022, following roles at Hayes Financial, Inc., Raymond James Financial Services, and Charles Schwab. Newman is based in San Jose, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations with services spanning investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and maintains extensive tax and accounting integration uncommon among large advisory enterprises.

Linh Tonnu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with multiple firms including World Financial Group and Blue Shield of California, and is involved with Narssa.org, where she provides education on Social Security benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Theresa Du is a financial advisor with Transamerica Financial Advisors who holds a Series 66 license and has nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has prior experience with World Financial Group, INC. Outside of her advisory role, she is a graduate assistant at San Jose State University and works in customer service at Sharks Ice San Jose. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform providers and offers multiple advisory programs, including proprietary and externally managed portfolios.

Maggie Liu is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Bordeaux Wealth Advisors, Empirical Wealth Management, and Fidelity Brokerage Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial counseling and family office services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tomislav Vatavuk is a financial advisor at Creative Planning with five years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Prior to joining Creative Planning, he worked at Stansberry Asset Management for nine years and had roles at BNY Mellon and periods of unemployment. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm follows a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Damon Yee is a financial advisor with Centaurus Financial, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Centaurus in 2018, he worked at AAA Mountain West Group for five years. Outside of his advisory role, he is involved in property and casualty insurance sales and serves as CEO and president of True North Financial and Insurance Services, Inc. Centaurus Financial, Inc. serves a broad client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement consulting. The firm employs a mix of fundamental and technical analysis and provides both discretionary and non-discretionary management through platforms such as CLASSIC Plus and FlexUMA.

Nishant Pandya is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Colony Group, Buckingham Strategic Wealth, and Lwi Financial. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Brandon Chew is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Retirement Wealth Advisors. In addition to his advisory work, he is involved in insurance sales through eHealth-Plans Inc., operating under the dba Brandon Chew Financial. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm utilizes discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services, managing approximately $49.8 billion for over 127,000 clients.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has recently started his career in the industry, joining Focus Partners Wealth in 2026 following experience at Qualcomm and LR Interior Design. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and affiliated service companies.

Xi Fei is a financial advisor at HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining HSBC, Xi Fei worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment approaches from client-directed to fully discretionary models and utilizes strategic and tactical asset allocation developed with HSBC Global Asset Management.

Dan Wang is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including Dream Builder Financial and Silicon Valley Enterprise, where he serves as treasurer. Wang is also involved in insurance product sales affiliated with his primary firm. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment options.

Xuan Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms over his career, including World Financial Group Insurance Agency and WSB Partners, Inc., and is involved in several business ventures such as Nguyen Dynasty, Inc. and X-PRESS, where he provides writing and consulting services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, providing a range of discretionary and non-discretionary investment programs.

Philip Nguyen is a financial advisor with Eagle Strategies (NY Life) in San Jose, CA. He holds the ChFC® designation and Series 63 license, with 14 years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at New York Life Insurance Company and NYLIfe Securities, LLC since 2012. Outside of finance, he is involved in commercial fishing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across various program types and manages a majority of its assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Rocky George Marania is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Scharf Investments, LLC for three years and held various positions including roles at San Jose State University and City Sports Club. 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 through a Private Advisor model and a consolidated investment platform, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.