David Umbenhaur is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has spent his career with Guardian Life and its affiliate Park Avenue Securities. Outside of his advisory role, he volunteers as a sound technician for his church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with tailored solutions for various client needs.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds a Series 65 credential and has worked within Mercer and its affiliated entities since 2022, previously serving as Managing Member of Regis Management Company, LLC. Burlinson also holds roles in related investment entities including Regis-Fubo LLC and BRK/A Investors, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary management along with comprehensive financial planning and consulting services.

Nestor Belmonte Jr. is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Wells Fargo Clearing, and Mariner Independent Advisor Network. He also provides investment advisory services through Mariner Independent Advisor Network LLC. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs, third-party asset managers, and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Anh Vong is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and based in San Ramon, CA. Vong has no prior industry experience and has held various positions outside finance, including roles at Bay Area Rapid Transit and community organizations. Private Advisor Group serves a diverse client base with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to multiple third-party asset managers, advisory programs, and a firm-managed separately managed account platform.

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. 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’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Riley Adams is a Series 65-licensed advisor with NewEdge Advisors, LLC, based in Pleasanton, CA, with one year of industry experience. Prior to joining NewEdge Advisors in 2024, he worked at YATI Media, LLC and held positions at Google and Entergy Corporation. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting, utilizing a range of asset allocation strategies and periodic portfolio reviews.

Jessie Tran is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is active as a real estate sales agent with OnTime Realty Corp and markets Medicare Advantage products through South Bay Health Insurance Services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach supported by third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marika Kelley is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at BNY Wealth Management for four years and had a brief tenure at Sezzle. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Megan Herrin is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at SVB Private, Althelas, Goldman Sachs, Sundance, and Au Pair. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, specializing in separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with access to alternative investments and digital asset exposure.

Jean Gannon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2026, he spent 23 years with UBS Financial 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 a range of portfolio management and financial planning services and uniquely operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Marjan Yavari is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Bankers Life Advisory, Yavari held positions at Northwestern Mutual, Bank of America, Wells Fargo, and Cnergy Plus. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her work history includes roles at firms such as WFG Direct and Axianta Financial Partners Norcal LLC. Outside of her advisory role, she is involved as an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family restaurant business LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory programs, combining proprietary and external investment solutions.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Helena Mew is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been associated with Transamerica Financial Advisors since 2015 and serves as Treasurer on the board of the Asian Community Cultural Association of San Leandro. Additionally, she conducts annual internal audits for First Chinese Baptist Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of over 1,000 advisors and model-based portfolio management delivered through multiple program platforms.