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.

Paramjeet Singh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles in automotive sales and management at Fremont Toyota, Swickard Auto Group, and Dubin Toyota, alongside part-time involvement in insurance sales through Matrix Insurance Agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms, with regulatory assets under management totaling approximately $1.7 billion.

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.

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.

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.

Clare Raleigh is a financial advisor at Mariner with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner since 2022. Her previous roles include positions at Hayes Financial, Inc. and Raymond James Financial Services, Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides tax and accounting integration along with specialized family office and employer financial-wellness services.

James Daoang is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his current role, he has been involved with True North Advisors since 2022 and has worked as a property and casualty insurance agent through AAA NCNU since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized services using a combination of discretionary and non-discretionary arrangements, employing fundamental and technical analysis alongside model overlay programs and third-party money managers.

Kyle Thompson is a financial advisor with Creative Planning in San Jose, CA, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. His prior roles include positions at Sageview Advisory Group, C-J Advisory, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting.

Riley Adams is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Google, YATI Media, and Entergy Corporation prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides various portfolio management and consulting services through a network of independent advisers, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jessie Tran is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is active as a real estate sales agent with OnTime Realty Corp and markets Medicare Advantage products through South Bay Health Insurance Services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach supported by third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Hahn is a CFP® with 33 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017, following nine years at NEXT Financial Group and ten years at Securian Financial Services, Inc. In addition to his advisory role, he has worked part-time as a statistician for the San Jose Earthquakes MLS. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models to develop client strategies, offering a variety of portfolio management options and financial planning services.

Zachary Hayes is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022. His prior roles include positions at Hayes Financial, Inc. and Raymond James Financial. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various third-party managers. The firm combines internal research with external allocations across a wide range of asset classes and provides integrated tax and accounting services alongside portfolio management.