Edward Caron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Transamerica since 2015 and has also held roles at BestEdu Inc and Legacy Shields Solutions, Inc. Outside of his advisory work, Caron is involved with the Knights of Columbus, participating in community and church activities. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily delivers investment advice through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. 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 employs a centralized macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Sung Yu Liu is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation, bringing 19 years of industry experience. Liu has worked with HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Merrill and Waddell & Reed. Liu also serves as a Bank Officer for HSBC Bank (USA) N.A., in addition to her role as a registered representative. HSBC Securities (USA) Inc. offers a range of managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment process includes multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Kc Corkery is a financial advisor at Corient with 18 years of industry experience and holds a Series 65 credential. Prior to joining Corient in 2023, Kc worked at Portola Partners and Brownson, Rehmus & Foxworth, Inc. Kc also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach incorporating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. 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 includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Benjamin Johnson is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Fidelity Investments and Pesta and Pesta Wealth Management. His background includes roles outside of finance, such as teaching positions at Pepperdine University and various schools from 2015 to 2024. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan solutions, employing a discretionary approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Jackson Bussell is a Series 66 licensed financial advisor with Stratos Wealth Partners, Ltd, bringing one year of industry experience. His prior roles include positions at Pettinelli Financial Partners, LPL Financial, and Northwestern Mutual. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and about $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform and independent investment adviser representatives.

Joseph Park is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at First Republic Investment Management, Inc., Waypoint Wealth Partners, and First Republic Wealth Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across a broad range of services including wealth management, financial planning, and advisory for private funds. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Charles Schwab & Co., Foreside Funds Distributors LLC, Matthews International Capital, Tamarac Inc., and Russell Investments. Outside of finance, he does voiceover work in various media on weekends. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and reviews portfolios at least annually.

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 in Foster City, CA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Dimensional Fund Advisors, PFI Advisors, and MAI Capital Management. Outside the financial industry, he spent time working at Brick Street Bar & Grill and has experience at Miami University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach involves macroeconomic research and client-specific policy statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

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 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional entities. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

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 licenses and has previously worked at firms including Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and Emeritus Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative 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.