Jackson Bussell is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds the Series 66 designation and has previously worked at Pettinelli Financial Partners, LPL Financial, Northwestern Mutual, and ShoreAcres. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Joseph Park is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at First Republic Investment Management, Waypoint Wealth Partners, and First Republic Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence program for manager review and private fund management.

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.

Darryl Celkupa is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Charles Schwab, Foreside Funds Distributors LLC, and Matthews International Capital. Outside of finance, he does voiceover work in various media on weekends. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach among enterprise wealth managers.

Kevin Calenzani is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Securities, Credit Suisse Securities, and Raymond James & Associates, as well as a teaching role at Duke Fuqua School of Business. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, non-profits, and other entities. The firm’s investment approach relies on centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that incorporate liquid strategies, third-party Independent Managers, and private alternative investments.

Alexander Webb is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors, PFI Advisors, and MAI Capital Management. Outside of finance, he operated Brick Street Bar & Grill from 2017 to 2018. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach integrates centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a combination of liquid strategies, third-party managers, and private alternatives.

Ryan Schmidt is a Series 65 licensed financial advisor at Corient with 20 years of industry experience. His career includes ten years at Schmidt Financial Group, Inc. and a decade at Palo Alto Wealth Advisors, LLC prior to joining Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Scott Gutterman is a financial advisor at IEQ Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IEQ Capital since 2022, previously working at UBS Financial Services since 2008. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dirk Gilliard is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bam Management, Buckingham Strategic Wealth, and Dan Goldie Financial Services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, consultant insights, and third-party managers, offering a range of services from investment management to financial counseling and retirement plan fiduciary services.

Julia Lin is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLife Securities, Inc. for 20 years before joining The Leaders Group, Inc. and later TLG Advisors. Lin is also an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinct approach that combines fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer platform called Starlight Portfolios.

Jian Ren is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Z-Gen Capital LLC since 2019 and has been affiliated with Transamerica Financial Group, Inc. since 2012. Outside of advisory work, he owns a residential rental property. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Neelam Saluja is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, she has held roles with multiple home health agencies and care service companies. 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 a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Josh Jansen is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Citigroup since 2016, with brief tenures at Wells Fargo and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Albert Hwang is a CFP® professional at Cerity Partners LLC with two years of industry experience. His work history includes roles at Consilium Wealth Management and BDO USA LLP. He also has experience at Epitome Learning Center outside the financial services industry. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and third-party managers, and offers access to private-market investments and specialized retirement plan consulting.

Kapil Bhatnagar is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He has been with Centaurus Financial since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates Tax Team Advisors, Inc., a firm providing tax preparation, accounting, and business services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management options.

Derick Wong is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including World Financial Group, INC., Nelson & Wong, Louie & Wong CPA, and Byemcc Accountancy Corporation, where he is a partner. Outside of his advisory role, he is involved in accounting and tax services through Byemcc Accountancy Corporation. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm employs model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated mutual funds and insurance products.

Robert Riney is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Fidelity Brokerage Services LLC and Principal Securities Inc. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, and consulting services. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and broker-dealer with multiple affiliated programs.

Vu Chau is a financial advisor with Principal Financial Services in San Jose, CA. He holds a Series 66 designation and has 14 years of industry experience, including 12 years at Principal Financial Services and Principal Life Insurance Company. Outside of his advisory role, he owns a business importing and reselling consumer goods at fairs and trade shows and volunteers as an exam writer for the AIF certification. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Megan Whyte is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2002. Megan joined IEQ Capital in 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocations to liquid and private alternative investments.