Noah Lazenby is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners, he held positions at PacificHQ LLC, J.P. Morgan, Xen, Inc, Silicon Valley Bank, and Visa. Noah’s background also includes four years at the University of California - Santa Cruz. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Timothy Salunga is a financial advisor with TIAA-CREF in Palo Alto, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. He has worked at TIAA-CREF since 2016, following roles at Sigfig Wealth Management and TD Ameritrade. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers model and customized portfolio management through various managed account programs and also serves as adviser to the TIAA Donor Advised Fund.

Suruchi Rastogi is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, she worked at LPL Financial and held various positions including at UC Santa Cruz and Med Pro Group. 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 a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including placement and investment banking.

Yanxiao Li is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, Yanxiao worked at Bordeaux Wealth Advisors for three years and at Deloitte Tax LLP for five years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Daniel Lee is a Series 66-licensed financial advisor at IEQ Capital, LLC with 14 years of industry experience. He previously worked at First Republic Investment Management for ten years and at Certuity, LLC for one year before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm emphasizes separately managed accounts and offers access to alternative investments through a centralized research process and partnerships with independent managers.

Lisa Ozaki is a CFP® with two years of industry experience, currently serving as a financial advisor at Mariner in Los Altos, CA. She has previously worked at Summitry, LLC and Allworth Financial. Mariner is an enterprise firm that serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm offers investment management, financial planning, retirement consulting, and integrated tax and family office services, utilizing customized portfolios overseen by an internal investment committee.

Cristina Albright is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for 14 years and Summit Financial Advisors, LLC for 26 years. Outside of advising, she is also a notary and a real estate salesperson/referral specialist in a limited capacity. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offering customized portfolio strategies and integrated financial planning with affiliated trust and insurance services.

Angus Smith is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hall Capital Partners, LLC. He earned a Bachelor of Science degree from the University of Southern California. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and alternative investments, managing approximately $35.4 billion across a platform that includes co-investments and specialized offerings such as digital asset exposure.

Yuju Hsiung is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience including roles at Kaiser Permanente Health Insurance and as president of Yuju Consulting Inc. In addition to her advisory work, she is involved in network marketing for nutrient supplements through Beauty Stem Biomedical. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Robert Skinner Jr. is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Skinner serves on the boards of several nonprofit organizations, including the University of Connecticut Foundation, First Tee of Monterrey, and the Pebble Beach Company Foundation. He is also involved as an advisory board member for multiple investment funds and is a limited partner in a junior hockey league team ownership entity. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to both liquid and private alternative investments, supporting a broad range of sophisticated investment strategies.

Jason Pfannenstiel is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Bordeaux Wealth Advisors, Mirador Capital Partners, Sanctuary Securities, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Zhiyuan Wang is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles including consulting on social security optimization through RSSA and as a principal engineer at Futurewei Inc. Wang is also involved with World System Builders, a co-brand marketing organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, providing discretionary and non-discretionary investment programs.

Michelle Brownstein is a CFP® professional with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2023 after previously working at Personal Capital Advisors Corporation from 2016 to 2023 and Empower Advisory Group in 2023. Outside of advisory work, she owns rental property in San Francisco. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management guided by an internal Investment Committee.

Dieuthy Guiley is a CFP® and holds a Series 65 license, currently working at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners, he worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Yuhan He is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 license and two years of industry experience. Prior to joining HSBC Securities, He worked at HSBC Bank USA N.A. and has diverse experience including roles in education and the food service industry. He also co-founded HafenDew LLC, a social networking-relationship app, where he is involved in marketing research and search engine optimization. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a structured investment process combining strategic and tactical asset allocation and works with affiliated providers for fund selection and account management.

Baodong Hu is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Investment Services LLC, East West Bank, and Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a scale that includes roles as a swap dealer and futures commission merchant.

Jackson Yelland is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he worked at Wealthspire Advisors and has a diverse background including roles at College Truckers and Salt Creek Grille. 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 emphasizes separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments.

Spencer Haly is a Series 65 licensed financial advisor with 10 years of industry experience. He has been with IEQ Capital, LLC since 2019 and previously worked at First Republic Investment Management, Inc. from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and other entities such as trusts and foundations. The firm’s investment approach incorporates centralized macroeconomic research, client-specific Investment Policy Statements, and a mix of liquid strategies, third-party managers, and private alternatives.

Bryce Heringer is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior work includes roles at Strategic Wealth Advisors Group, LLC and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Hector Gama is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Pesta & Pesta, Morgan Stanley Private Bank, Morgan Stanley, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support its clients' investment needs.