Jason Hooz is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. He holds the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked with New York Life Insurance Company since 1979 and Nylife Securities LLC since 1983. He is the owner of Hooz Wealth Strategies and Insurance Solutions, LLC, which 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 program types, including fee-based advice and retirement plan consulting, and manages a substantial portion of its assets on a non-discretionary basis.

Daniel Towers Carbajal is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and has been with Transamerica Financial Advisors since 2016. He also has a concurrent affiliation with World Financial Group, Inc. He conducts sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, and operates both as a registered broker-dealer and registered investment adviser.

David Kwon is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cupertino, CA, holding a Series 63 designation and 19 years of industry experience. His prior experience includes 15 years at Planmember Securities Corporation and roles at Employee Benefits Services Group and Morgan Hill Unified School District, where he also works as a teacher. Outside of finance, he is involved with Dry Creek Grill, Inc., a family restaurant. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Xuejun Du is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Valley Health Plan, DA Cheng Global Digital Tech LLC, Warner Pacific Insurance Services, Kaiser Permanente, Blue Shield California, and Anthem Blue Cross California. In addition to his advisory work, he assists clients in applying for health insurance plans with multiple health insurance providers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, primarily through model portfolios and third-party managers. The firm offers a range of advisory programs and manages approximately $1.7 billion in regulatory assets under management.

Ryan Ortiz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Cresset Asset Management, J.P. Morgan Securities, First Republic Investment Management, and State Street. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to both liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Zachary Thomas is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He has held positions at Goldman Sachs & Co. LLC, Morgan Stanley, and several other firms prior to joining IEQ Capital. Zachary was previously a co-owner of THOM Capital Management, THOM Hospitality, and NOIR Group 16, LLC, which operated a restaurant and lounge in New York City until its sale in 2022. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically having net worth of $10 million or more.

Andrew Kom is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 registrations and has 13 years of industry experience. His background includes roles in online college advising with Kyros.ai and involvement in college planning education through the Heartland Institute of Financial Education. He also maintains operational responsibilities with Ruan Legacy related to supporting agent office functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers. The firm manages both discretionary and non-discretionary program options and operates as both a registered broker-dealer and registered investment adviser.

Jon Pettinelli is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. His career includes prior roles at Royal Alliance Associates, Inc. and Signator Investors Inc. He is based in Redwood City, CA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm provides a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture approach with multiple third-party platforms and managers.

Kun Lin Chung is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at HSBC Securities since 2013 and HSBC Bank USA, N.A. since 2016. He also has prior experience with Merrill and Principal Financial Services. In addition to his advisory role, he serves as a Bank Officer with HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs for a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary accounts and employs a structured investment approach with five model risk profiles supported by HSBC Global Asset Management and affiliated providers.

Zheng Yu is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to his current role, he worked at Rockefeller & Co for six years and at Financial Clarity, INC. for four years. 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 combines portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions, access to third-party managers, and alternative investment opportunities.

Tanner Savitsky is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AXA-Advisors. His career also includes a role at Savitsky Satin and Bacon and a period at the University of Michigan. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternatives.

Pamela You is a Financial Consultant I at Fidelity Investments, where she provides customized financial planning services. She has been with Fidelity since 2025 and previously worked as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2025. Pamela's expertise includes taxation and financial planning, supported by her educational background. She holds an MBA and a Master's degree in Accounting. Pamela also holds a California Insurance License, which supports her work in financial consulting. Her professional approach focuses on assisting clients through various life stages and significant changes. Outside of her professional commitments, Pamela enjoys golf, reading, running, tennis, and yoga.

Joseph Lalli is a CFA® charterholder at IEQ Capital, LLC with four years of industry experience. He previously worked at Morgan Stanley for four years and has held positions at Backroads and several other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach combines centralized macroeconomic research with client-specific policy statements and utilizes a range of liquid strategies, third-party managers, and private alternatives.

Ryan Wibawa is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. He has held roles at several companies, including Bayside Solutions, Spectraforce Technologies, and Solomon Page Group. Outside of advising, he works as a senior software engineer providing data processing and systems programming services for a client of Spectraforce Technologies. 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 with a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

David Umbenhaur is a financial advisor with Guardian Life who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Guardian Life and its affiliate Park Avenue Securities since 1996. Outside of his advisory role, he serves as a sound technician for his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and 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 proprietary platforms.

Emily Yellen is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Group, J.P. Morgan Advisors, First Republic Bank, and Citi Personal Wealth Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds the Series 65 designation and has worked at Mercer and its affiliated firms since 2022, with prior experience at Regis Management Company, where he was involved for nearly two decades. Burlinson serves as an Investment Trustee and holds executive roles in related investment entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, and specialized retirement and charitable consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private fund platforms.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Millett is a financial advisor at Mariner in Los Altos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Mariner in 2025, he worked at Google for 14 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled investments and third-party managers. The firm combines customized discretionary portfolios with tax and accounting integration, providing coordinated tax services, family office capabilities, and a financial wellness platform for employer clients.

Sophia Gossum is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she was employed at Thornburg Investment Management for two years and has a background that includes roles at Washington University in St. Louis, Christus St. Vincent Hospital, Heidi Loewen Porcelain, and Santa Fe Preparatory School. 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 involves centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments, with an emphasis on clients typically having net worths of $10 million or more.