Xichan Liu is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes positions at First Republic Investment Management, Morgan Stanley Smith Barney, Wells Fargo Clearing, and HSBC Bank USA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and provides a consolidated investment platform that includes discretionary and non-discretionary solutions, access to third-party managers, and performs broker-dealer activities including placement and investment banking 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.

Glenn Bittner is a financial advisor with PNC Wealth Management in Fremont, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering that uses algorithm-driven risk assessments and invests via approved models with mutual funds and ETFs.

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 with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Levi Strauss & Co and spent four years at Pepperdine University. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, and specialized services such as family office and business management. The firm employs a long-term investment approach that combines active and passive strategies tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Hao Dong is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Sand Hill Global Advisors and Morgan Stanley. Outside of his advisory role, he works as an independent contractor for Uber. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

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.

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.

Peter Gifford is a financial advisor at Mercer Global Advisors Inc. based in Menlo Park, CA, holding a Series 65 credential with three years of industry experience. Prior to joining Mercer, he worked at Regis Acquisition Inc. and Regis Management Company, LLC, where he held management roles. He serves on the boards and investment committees of several nonprofit organizations, including the Children’s Health Council and the Palo Alto Community Fund. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients, providing investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate accounts, and private funds, supported by client education and integrated service offerings.

Cheuk Wong is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at 888 International LLC, World Financial Group, American Emperor LLC, and Caltrans, where he works as an engineer. Outside of advising, he is involved in managing a hardware business through American Emperor LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and supports its network through multiple program platforms such as Transamerica ONE and TFA365.

Garrett Gillett is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Financial Engines Advisors L.L.C. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that combine quantitative screening, manager selection, and access to alternative and private market solutions.

Steven Brito is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth in 2026, he worked at Apple and Embarcadero Capital Partners and has a background that includes roles in construction and education. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach using a combination of active and passive strategies, third-party managers, and private funds, tailoring portfolios to client-specific risk, liquidity, and tax considerations.

Gregory Sorensen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a long tenure with Wfg starting in 2001. He is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for large clients.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Andrew Boothe is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Portola Partners and Bain & Company. His background also includes a role at the University of Pennsylvania. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Qing Ji is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and at Blue Shield of California since 2013. He is also involved in the sale of 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, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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.