Maria Rogers is a Series 66-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. Prior to joining Cresset in 2023, she worked at First Republic Securities Company and First Republic Investment Management. She has also been involved with the Cal Ripken Sr Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Chao Zheng is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Bordeaux Wealth Advisors and two separate one-year terms at Calvert Research and Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

David Mclaughlin is a CFA® charterholder with 16 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America, Merrill, and various Citi entities. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Winny Lin is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 2004. Outside of her advisory role, Lin volunteers as a host for a Chinese radio program focused on activities for youth and young adults in the Bay Area. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, including fee-based advice, retirement plan consulting, and variable annuity solutions, with a significant focus on non-discretionary asset management.

Yuanyuan Huang is a financial advisor at Eagle Strategies (NY Life) based in Cupertino, CA, holding Series 63 and Series 66 designations with two years of industry experience. Her prior roles include positions at Nomura Securities and New York Life Company. She also operates OpenWin Financial & Insurance Services, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations delivered primarily on a non-discretionary basis.

Jaclyn Magbitang is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with 11 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Eagle Strategies since 2022. Her prior experience includes roles at Nylife Securities, LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Louis Yencken is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. His background includes roles at Morgan Stanley, Bell Potter Securities, and the CFA Institute, as well as service in the Australian Army. He also operated a hardware business for a brief period. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across multiple asset classes.

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial industry career, she was involved in the restaurant business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture investment platform.

Ilan Weinschelbaum is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as a position at Google X via Magnit. Outside of advisory services, he is involved in the sales of insurance products beyond those offered through Guardian. Primerica Advisors serves a wide 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.

Sarah Buchardt is a Series 66 licensed advisor with 12 years of industry experience. She has worked at Schwab Wealth Advisory, Inc. since 2026 and has been affiliated with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017. Prior to that, she was with Edward Jones from 2014 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Max Podlone is a financial advisor at Rockefeller Financial LLC based in Los Gatos, CA, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Ian Linford is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC for six years. Linford serves on the investment committees of the Elizabeth F. Gamble Garden and the International School of the Peninsula, both nonprofit organizations in Palo Alto. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a range of liquid strategies, independent managers, and private alternatives.

Craig Brooks is a CFP® professional with 23 years of experience in financial services. He is currently with Private Advisor Group, LLC and has worked at firms including LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions using a fiduciary-based advisory model and a range of investment strategies.

Derek Ackerman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Focus Partners Wealth, Bordeaux Wealth Advisors, and served in various roles at Santa Clara University, PayPal, and NGINX, Inc. Outside of finance, he was involved with Dackerman Sports LLC for five years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process centers on macroeconomic research and customized Investment Policy Statements, utilizing a blend of liquid strategies, independent managers, and private alternative investments.

Judy Fong is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2014. Outside of her advisory role, she serves as board secretary for Blue Oaks Church, where she records meeting minutes and decisions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, including Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Langyu Wang is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Focus Partners, he worked at the University of Chicago, Chenxi Capital, and Deloitte in various roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Cornelius Dempsey III is a financial advisor with Independent Financial Group, LLC in Los Altos, CA, holding Series 63 and Series 66 licenses and with 37 years of industry experience. He has been with Independent Financial Group since 2011 and previously worked at QA3 Financial LLC and Securities America Advisors, Inc. He is also the sole owner of Dempsey & Associates, a marketing DBA. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party asset managers, employing a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Andreja Dugacki is a financial advisor at TIAA-CREF with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers various portfolio management options and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Evelyn Liu is a financial advisor with Transamerica Financial Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and is also involved with Matrix Insurance Agency and Athenian Realty, where she conducts real estate sales. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Hsueh Liu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Liu’s career includes roles at Oaktree Funding Corp, Keller Williams, and TruDream Investments LLC, among others. Outside of advisory work, Liu is involved in real estate sales and mortgage loan origination. 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 that emphasize model portfolios and third-party managers.