Blake Romero is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Ameriprise. His background also includes roles outside of finance at Grand Canyon University and PB Window Cleaning. 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 a broad range of investment and placement services through its Private Advisor model and Rockefeller Global Investment Management platform.

Tyler Montano is a CFP® with seven years of industry experience, currently affiliated with Private Advisor Group, LLC in San Carlos, CA. He previously worked at Ameriprise and New York Life, gaining experience at multiple financial services firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach, utilizing technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Miles Amodeo is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with direct security selection, along with access to alternative and private market solutions for qualified clients.

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.

Kody Nguyen is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 66 and Series 63 licenses and has four years of industry experience. He concurrently works as a pharmacist providing counseling and consultant services at the Palo Alto Medical Foundation, part of Sutter Health. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and tailored recommendations within an integrated New York Life affiliate structure.

Jane Stephan is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory work, she is the owner of HafenDew LLC, a social networking and relationship app, where she contributes ideas and insights based on personal experience. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm employs a structured investment approach using model risk profiles and incorporates global asset management and fund due diligence in its offerings.

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.

Jean Gannon is a financial advisor at Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 29 years of industry experience. Prior to joining Rockefeller Financial in 2026, Gannon spent 23 years at UBS Financial 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 operates a Private Advisor model supported by the Rockefeller Global Investment Management platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Cheng Yeoh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles with multiple organizations such as Dream Builder Financial, Principal Dental, Silicon Valley Enterprise, and United Healthcare. Yeoh also serves as a director of a homeowners association and holds a leadership position as vice president of the Malaysian Professional & Business Association. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages a substantial portfolio of assets and supports its clients through various program options and affiliated retirement services.

Ryan Ford is a CFP® professional currently with Cerity Partners LLC, based in Redwood City, CA, with three years of industry experience. He began his career at B|O|S, where he worked for five years before a six-year period away from the industry. Ryan has been with Cerity Partners since 2026. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Matthew Mendoza is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a manager of a family-held investment LLC created to invest in early-stage companies. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating both as a registered investment adviser and broker-dealer with capabilities across equities, fixed income, alternatives, and placement services.

Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Cetera Wealth Services, Sageview Advisory Group, and Valic Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Hector Cervantes is a financial advisor at Creative Planning with a Series 66 credential and four years of industry experience. His prior roles include positions at Grassi Investment Management, HKC Partners, Enliven Advisory, and Bank of America. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing services such as portfolio management, financial planning, and retirement plan fiduciary solutions. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Brian Fenn is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Jason Whong is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, MUFG Union Bank, and U.S. Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Daniela Pedley is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Summit Trail Advisors, Barclays Capital, and Lehman Brothers. Outside of her advisory role, Pedley serves on the board of Congo Voice, a charity, and is a member of the advisory committee for Futures Without Violence. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Chuong Ha is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 registrations and has eight years of industry experience. His prior work includes a position at Net Law and ongoing involvement with World System Builders and World Financial Group. He is also engaged in the 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 offers advisory and broker-dealer services through various fee-based programs, third-party money manager access, and commission-based products.