Steven Keirn is a CFP® with 20 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has 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 for the ownership of a primary residence. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Wei Yi Liao is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 credentials and has 23 years of industry experience. His prior affiliations include World System Builder Taiwan Branch and Warner Pacific. Outside of advising, he is involved with Gold Socal, Liao Dynasty, and Gold Team LLC, business ventures connected to office management and partnerships. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary program options.

Joshua Jung is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Merrill, J.P. Morgan Securities, and HSBC Bank. Outside of finance, he has had involvement in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

David Culler is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Integrated Financial & Insurance Services and a long tenure at Guardian Life. He also sells insurance products on a part-time basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services alongside advisory solutions that combine discretionary management with model-based strategies.

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 CFP® with 25 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at Ameriprise, LPL Financial, and Mariner Independent Advisor Network. He operates additional investment advisory activities through separate business entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Marco Quintana is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning roles at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and the U.S. Treasury Department’s IRS. He began his advisory career in 2025 following 13 years at the IRS. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and research tools to deliver tailored guidance on investments while requiring client authorization for trades.

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® professional with 10 years of experience in financial advisory services. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2015. In addition to his advisory role, he is involved in an insurance business separate from Guardian Life and operates an administrative services entity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, 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 access to proprietary and third-party programs.

Tyler Johnson is a CFP® and holds a Series 65 license, with 10 years of experience in the financial services industry. He has worked at Focus Partners Wealth, LLC since 2025 and previously spent eight years at Bordeaux Wealth Advisors LLC and one year at Brownson, Rehmus & Foxworth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies, third-party managers, and private funds, using both fundamental and quantitative analysis.

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 based in San Jose, CA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes roles at ICMA Retirement Corporation, MassMutual, MML Distributors, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

James Hering is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Union Square Investment Company, and BMO Family Office, LLC. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 with a Series 65 credential and one year of industry experience. His prior roles include positions at Levi Strauss & Co and Pepperdine. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.