Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2017 and is involved with the National Association of Registered Social Security Analysts, where he provides Social Security income reports. Outside of advising, Hoang is the CEO of The Hoang Inc., a hair salon business, and also works as a Medicare agent with SouthBay Health and Insurance Services. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, estates, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios and various investment platforms.

Danning Zhao is a CFA® charterholder and Series 65 registered advisor at Corient with four years of industry experience. His career includes roles at Corient, Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, as well as academic positions at the Yale School of Management and the University of California, Berkeley. Zhao is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 customized asset allocation, employing risk management tools and alternative investments where appropriate.

Alena Povarova is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment strategies, combining fundamental and technical analysis, tactical trading, and access to alternative investments through platform relationships and affiliated managers.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and Evidation Health. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes and alternatives.

Chi Wai Poon is a CFA® charterholder and holds Series 66 and Series 63 licenses. He is currently an advisor with HSBC Securities (USA) Inc. and has three years of industry experience. His prior roles include positions at HSBC Bank USA National Association, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fo Trading & Training LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment options, utilizing model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Jon Ekoniak is a CFP® with eight years of industry experience currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for seven years, operated his own consultancy for one year, and spent two years at Charles Schwab & Co. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with comprehensive investment management and financial planning services. The firm employs a long-term investment approach using both active and passive strategies and offers a range of specialized services including tax support, family office management, and employee benefit plan consulting.

Tam Diep is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Hightower Advisors, and First Republic Bank. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering 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 attention to tax and fee sensitivity, utilizing both active and passive strategies alongside third-party managers and private funds.

Ronald Welch is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and 65 licenses and bringing 54 years of industry experience. He has been with PlanMember since 2015 and has operated as a self-employed advisor and enrolled agent since 1972, also providing income tax preparation services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing education, support, and participant-level investment options through its asset allocation portfolios. The firm manages risk-based mutual-fund portfolios using a defined strategic rebalancing process.

Michael Texido is a financial advisor at Cresset Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities in various roles from 2015 to 2023. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program for manager selection and ongoing monitoring.

Yuh Jiun Chen is a financial advisor with Transamerica Financial Advisors in Saratoga, CA, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles in mortgage and real estate brokerage along with ongoing involvement in multiple business ventures such as Poshmark and real estate transactions through Googain Dba Maxreal. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Nicholas Peterson is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at Morgan Stanley and First Republic, among others. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary solutions across multiple asset classes, and operates as a registered broker-dealer with integrated trust and insurance services.

Maritza Nevarez is a CFP® with 29 years of industry experience, currently serving at Transamerica Financial Advisors since 2016. She has prior involvement with The Heartland Institute of Financial and the American Association of University Women, Fremont Branch. 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 both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Michael Deggelman is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 credentials and has 49 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and proprietary research.

Andrew Lai is a financial advisor at Citigroup Global Markets with 18 years of industry experience and holds a Series 66 designation. He has been with Citigroup since 2016. Outside of his advisory role, Lai is a commissioned Notary Public serving clients primarily in the Bay Area, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside 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.

Wei Ping Sun is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Clearwater Benefits, LLC and Gateway LLC, where he acts as a real estate broker. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based programs and access to third-party money managers.

Dionysis Heliotis is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and WealthWave since 2015. He was also involved with the Kyparissioton Society of America from 2009 to 2020. Transamerica Financial Advisors serves individual investors, institutional clients, and various organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Ruinian Kang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Transamerica, Kang was involved with Shanghai Ruinian Investment and Management Co., Ltd. for ten years and has been active as a health insurance agent since 2015. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models available on discretionary and non-discretionary platforms.

Quentin Wong is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked extensively within various HSBC entities since 2013. Outside of his advisory role, he is an owner of several rental properties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm uses multiple model risk profiles and combines strategic with tactical asset allocation, supported by affiliated and third-party providers for fund selection and portfolio monitoring.

Xuan Cao is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining HSBC in 2015, Cao worked at Merrill from 2011 to 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several portfolio types, including client-directed and fully discretionary options. The firm’s investment process incorporates five model risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring.