Chao Zheng is a CFP®, CFA®, and Series 65 credentialed advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Calvert Research and Management. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diverse asset strategies, and it offers integrated wealth services through a large advisory platform and an extensive network of affiliated service companies.

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 with Eagle Strategies (NY Life) based in Cupertino, CA, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Nomura Securities and involvement with New York Life Company and affiliated entities. She also operates OpenWin Financial & Insurance Services, LLC, through which she sells New York Life products and 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 advisory programs and emphasizes tailoring recommendations to client objectives across both retail and institutional segments.

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 holding a Series 66 license with one year of industry experience. His prior roles include positions at Morgan Stanley, Bell Potter Securities, and the CFA Institute, as well as service in the Australian Army. He has also been involved in a family hardware business. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses 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 services career, she was involved in the restaurant industry. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

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.

Max Podlone is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 credential and has worked previously 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, 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 22 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Securities America, Provident Credit Union, Cue Financial Group, and Foothill Securities. Brooks also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, estates, business entities, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of advisory programs and third-party asset managers to align with client objectives.

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 at Focus Partners Wealth, LLC with a Series 65 designation. Wang has been with Focus Partners Wealth since 2025 and has prior experience at Chenxi Capital, Deloitte Luxembourg, and Deloitte & Touche LLP. He also held academic roles at the University of Chicago and the University of Kansas. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate entities, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy that incorporates fundamental and quantitative analysis alongside third-party managers, and it offers a broad array of wealth management and financial services.

Cornelius Dempsey III is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Independent Financial Group since 2011. He is also the owner of Dempsey & Associates, a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

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.

Alexander Jack is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He previously worked at First Republic Investment Management, Inc. from 2016 to 2019 before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

David Wu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. His background includes roles in estate planning services and bilingual health insurance sales, as well as involvement in youth coaching as the long-distance track coach at Francisco Middle School. Wu also provides occasional college consulting workshops through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.