Duangdao Piyanontalee is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. She has worked at firms including Park Avenue Securities and Transamerica Financial Advisors. Outside of her advisory role, she is engaged in outside insurance sales. Park Avenue Securities LLC, a wholly owned 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 personalized financial planning and employs a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.

Jesse Wood is a financial advisor with IEQ Capital, LLC in Foster City, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Bbr Partners, JPMorgan Chase Bank NA, and T3 Advisors. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Michael Pritts is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Corient in Menlo Park, CA, where he has worked since 2025. His prior roles include positions at RBC Capital Markets, LLC, and several financial services firms. He serves as Treasurer and a member of the Executive Committee for the YES Foundation, a nonprofit organization. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management and alternative investment options.

Connor Lightfield is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at Corient since 2023, previously spending two years at Portola Partners and roles at Cornell University and The University of Alabama in Huntsville. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with ongoing portfolio monitoring and risk management tools.

Katerina Stern is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at IEQ Capital, LLC since 2021 and previously held roles at West Coast Financial, LLC, Blenders in the Grass, Toyota Financial Services, and the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macroeconomic research with customized Investment Policy Statements and utilizes a mix of liquid investments, third-party managers, and private alternatives.

Eduardo Molina III is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and involvement with Soccer Shots. Outside of finance, he has worked part-time at Fisherman's Restaurant and Bar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various asset classes.

Steven Rehmus is a financial advisor at Corient with 23 years of industry experience. He holds a Series 65 designation and has worked at Corient and Corient Services LLC since 2023. His prior experience includes roles at CIPW Service Company, Portola Partners, BRF Aspen, and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, along with risk management tools and private fund offerings through affiliated platforms.

Sruti Nln is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately 8 years of experience in the banking and wealth management industry. Her career includes roles at Citi Private Bank, CitiBank, and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique institutional roles, including swap dealing and futures commission merchant activities.

Edward Caron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Transamerica since 2015 and has also held roles at BestEdu Inc and Legacy Shields Solutions, Inc. Outside of his advisory work, Caron is involved with the Knights of Columbus, participating in community and church activities. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily delivers investment advice through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Sung Yu Liu is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation, bringing 19 years of industry experience. Liu has worked with HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Merrill and Waddell & Reed. Liu also serves as a Bank Officer for HSBC Bank (USA) N.A., in addition to her role as a registered representative. HSBC Securities (USA) Inc. offers a range of managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment process includes multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Kc Corkery is a financial advisor at Corient with 18 years of industry experience and holds a Series 65 credential. Prior to joining Corient in 2023, Kc worked at Portola Partners and Brownson, Rehmus & Foxworth, Inc. Kc also serves as an individual trustee for clients of Corient. 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 incorporating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Benjamin Johnson is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Pesta and Pesta Wealth Management. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Jackson Bussell is a Series 66 licensed financial advisor with Stratos Wealth Partners, Ltd, bringing one year of industry experience. His prior roles include positions at Pettinelli Financial Partners, LPL Financial, and Northwestern Mutual. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and about $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform and independent investment adviser representatives.

Joseph Park is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at First Republic Investment Management, Inc., Waypoint Wealth Partners, and First Republic Wealth Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across a broad range of services including wealth management, financial planning, and advisory for private funds. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Min Zhu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also the CEO of Lily Fortune Club, a business he has operated since 2022. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers.

Xiaoying Gu is a financial advisor at Transamerica Financial Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at World Financial Group, Inc. Outside of her advisory role, she is involved with InheritGuard, LLC and Imagination Lab School. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Darryl Celkupa is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Charles Schwab & Co., Foreside Funds Distributors LLC, Matthews International Capital, Tamarac Inc., and Russell Investments. Outside of finance, he does voiceover work in various media on weekends. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and reviews portfolios at least annually.