Gopinath Chandra is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica and World Financial Group. Outside of advising, he is CEO of GF Software Services, where he consults on AWS-related projects. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Isabella Torre is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she held positions at RBC Capital Markets, Atlantic Council, and Georgetown University's McDonough School of Business. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party independent managers, and private alternative investments.

Zhaohui Chen is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns A-One Team Enterprise, a pass-through entity used for office leasing and bookkeeping. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Dean Jackson is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities from 2015 to 2023. Outside of his advisory role, Mr. Jackson serves as trustee for two client trust accounts, providing general administrative and fiduciary services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies and emphasizes thorough manager due diligence and ongoing monitoring.

Elaine Ellis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having 25 years of industry experience. She has worked with Guardian Life and its affiliates since 1998 and has sold life, disability, and long-term care insurance through approved companies outside of Guardian since 2002. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including proprietary and third-party model portfolios.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Daniel Dunham is a CFP® and ChFC® with two years of experience in financial advising. He is currently with Cerity Partners LLC and previously worked at DWR Wealth Management, LLC. Outside of his advisory role, he is involved with Dunham Associates CPAs, Inc., where he assists with accounting and tax preparation. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers additional services such as retirement plan consulting and access to alternative investments.

Catherine Stieber is a financial advisor at Kestra Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Kestra in various capacities since 2016. In addition to her advisory role, she manages team calendars and schedules client meetings for Transitions Wealth Advisors and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional clients and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Jack Burns is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Daniel Hill is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes a position at Goldman Sachs and a role at Fleet-Foot Sports. 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 guided by centralized macroeconomic research and involves constructing portfolios with liquid strategies, third‑party independent managers, and private alternative investments.

Isabelle De Andrade Araujo is a CFA® charterholder with two years of industry experience currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Bordeaux Wealth Advisors, Checkbook Inc., Stanford University, and Itau Unibanco SA. She volunteers with the CFA Society of San Francisco’s Member Programming Advisory Council, supporting career development for members and community professionals. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that utilizes fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies, supported by an extensive network of affiliated service companies and product relationships.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Xin Zhang is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding a Series 66 designation and one year of industry experience. He also operates Julia Hsiao Insurance & Financial Services, an insurance brokering business serving financial and insurance product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jane Prugsanapan is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Centaurus Financial since 2009. Outside of her advisory role, she operates JP Enterprise, a tax preparation business where she is an enrolled agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and emphasizing a mix of discretionary and non-discretionary asset management.

Xinxin Guan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Citigroup since 2016. Prior to that, Guan was with U.S. Bancorp Investments, Inc. and US Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for both discretionary and non-discretionary portfolios.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Jae Hak Ko is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and was previously associated with Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a wide range of investment programs and affiliated retirement and recordkeeping entities.

Daniel Loy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is a board member and secretary of the Venture Commerce Center-Milpitas Condo Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base, including individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution services provided by Pershing or Schwab.

Yuezue Price is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked in real estate and mortgage financing roles at firms including BRG Realty and General Mortgage Capital Corporation. Outside of advising, she is involved in real estate investment activities through Golden Ribbon LLC and other property ownership ventures. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a variety of investment programs and third-party money manager access.

Dylan Bowsky is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Provident Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored solutions for a broad client base.