Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 credential and previously worked for Buckingham Asset Management, LLC for 11 years. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm’s investment approach utilizes a combination of active and passive strategies within a long-term, tax- and fee-sensitive framework, and it provides customized portfolio management on both discretionary and nondiscretionary bases.

Jason Hooz is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. He holds the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked with New York Life Insurance Company since 1979 and Nylife Securities LLC since 1983. He is the owner of Hooz Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types, including fee-based advice and retirement plan consulting, and manages a substantial portion of its assets on a non-discretionary basis.

David Kwon is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cupertino, CA, holding a Series 63 designation and 19 years of industry experience. His prior experience includes 15 years at Planmember Securities Corporation and roles at Employee Benefits Services Group and Morgan Hill Unified School District, where he also works as a teacher. Outside of finance, he is involved with Dry Creek Grill, Inc., a family restaurant. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Xuejun Du is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Valley Health Plan, DA Cheng Global Digital Tech LLC, Warner Pacific Insurance Services, Kaiser Permanente, Blue Shield California, and Anthem Blue Cross California. In addition to his advisory work, he assists clients in applying for health insurance plans with multiple health insurance providers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, primarily through model portfolios and third-party managers. The firm offers a range of advisory programs and manages approximately $1.7 billion in regulatory assets under management.

Leigh Shimamoto is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. She currently works at Mercer Global Advisors Inc. and previously was with Wealth Architects, LLC and Vernal Point Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a wide range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Julius Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is involved with InheritGuard LLC, providing education and client communications on estate planning services. Reyes also participates in college coaching through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Harry Sherdil is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, Wells Fargo Investments, and Bancwest Investment Services. In addition to his advisory work, he operates a home-based eBay business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services, using a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies.

Jackson Tung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Transamerica Financial Advisors since 2015 and is also involved with Zhong Shi & Associates and Gold Team LLC, the latter of which leases office spaces to tenants. Tung is engaged in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with options for discretionary and non-discretionary management.

Jon Pettinelli is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. His career includes prior roles at Royal Alliance Associates, Inc. and Signator Investors Inc. He is based in Redwood City, CA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm provides a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture approach with multiple third-party platforms and managers.

Kun Lin Chung is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at HSBC Securities since 2013 and HSBC Bank USA, N.A. since 2016. He also has prior experience with Merrill and Principal Financial Services. In addition to his advisory role, he serves as a Bank Officer with HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs for a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary accounts and employs a structured investment approach with five model risk profiles supported by HSBC Global Asset Management and affiliated providers.

Silvia Sadikin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with World Financial Group, Inc. and the Heartland Institute of Financial Education, where she serves as a college consultant. Outside of financial advising, she owns and administers Bee Best Learning Center, an after-school care and tutoring program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platforms, delivering services via a large advisor network and multiple program options.

Zheng Yu is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to his current role, he worked at Rockefeller & Co for six years and at Financial Clarity, INC. for four years. 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 combines portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions, access to third-party managers, and alternative investment opportunities.

Pamela You is a Financial Consultant I at Fidelity Investments, where she provides customized financial planning services. She has been with Fidelity since 2025 and previously worked as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2025. Pamela's expertise includes taxation and financial planning, supported by her educational background. She holds an MBA and a Master's degree in Accounting. Pamela also holds a California Insurance License, which supports her work in financial consulting. Her professional approach focuses on assisting clients through various life stages and significant changes. Outside of her professional commitments, Pamela enjoys golf, reading, running, tennis, and yoga.

Liqiu Jiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. In addition to her advisory role, she holds senior positions in biostatistics at Vera Therapeutics and Corcept Therapeutics, where she focuses on statistical analysis and clinical trial data. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory strategies.

David Umbenhaur is a financial advisor with Guardian Life who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Guardian Life and its affiliate Park Avenue Securities since 1996. Outside of his advisory role, he serves as a sound technician for his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds the Series 65 designation and has worked at Mercer and its affiliated firms since 2022, with prior experience at Regis Management Company, where he was involved for nearly two decades. Burlinson serves as an Investment Trustee and holds executive roles in related investment entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, and specialized retirement and charitable consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private fund platforms.

Nestor Belmonte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with a variety of investment strategies implemented through both in-house management and third-party managers.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 managers and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Millett is a financial advisor at Mariner in Los Altos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Mariner in 2025, he worked at Google for 14 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled investments and third-party managers. The firm combines customized discretionary portfolios with tax and accounting integration, providing coordinated tax services, family office capabilities, and a financial wellness platform for employer clients.

Christine Opitz is a CFA® charterholder currently with Cerity Partners LLC in San Jose, CA, with one year of industry experience. Prior to joining Cerity Partners, she worked at the Silicon Valley Community Foundation and held positions at Stanford University and HPE (Agreeya). Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and funds, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and integrates proprietary quantitative investment frameworks with access to alternative and private market solutions.