Siulun Leung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2022, Leung worked at Bank of America and Merrill from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, alongside extensive in-house research and custody services.

Steven Keirn is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and G.W. & Wade Asset Management Company, Inc. Keirn is also a manager of Orzo Newport LLC, an entity established solely to own a primary residence. 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 investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Wei Yi Liao is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and over 23 years of industry experience. His prior roles include positions at Warner Pacific and World System Builder Taiwan Branch. Outside of his advisory work, he manages business activities related to office operations and commission pass-throughs with affiliated firms. Transamerica Financial Advisors serves individual investors, institutions, and organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with both discretionary and non-discretionary options.

David Culler is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at Guardian Life Insurance Company and Integrated Financial & Insurance Services. He also sells insurance products as part of his business activities. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and sponsors multiple advisory programs for individual, high-net-worth, and institutional clients.

Melissa Shaw is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to that, she was with Strategic Advisers, Inc. and Fidelity Brokerage Services LLC from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and manages accounts through model portfolios or customized solutions.

Ronald Matsui is a Certified Financial Planner® with 25 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Matsui operates wealth management businesses under LPL and is involved with strategic wealth advisory activities. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides a range of investment advisory services through a network of representatives, offering access to various asset managers, separately managed account programs, and portfolio management solutions tailored to client objectives.

Marco Quintana is a financial advisor at Schwab Wealth Advisory, holding a Series 65 designation. He joined Schwab Wealth Advisory in 2025 and has prior experience at Charles Schwab & Co., Inc. since 2021, and worked with the US Treasury Department - IRS from 2008 to 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Himawan Brasali is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and is also associated with the National Association of Registered Social Security Analysts, where he provides education and analysis related to Social Security. Additionally, he serves as a Senior Land Surveyor at the Santa Clara Valley Transportation Authority. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s advisory approach utilizes model portfolios and third-party managers across multiple platforms, supporting a regulatory AUM of approximately $1.7 billion.

Ryan Brody is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His background includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of advisory work, he is involved in insurance activities beyond Guardian Life and has formed a corporate entity to employ administrative staff. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

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.

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.

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.

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.