Damon Yee is a financial advisor with Centaurus Financial, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Centaurus in 2018, he worked at AAA Mountain West Group for five years. Outside of his advisory role, he is involved in property and casualty insurance sales and serves as CEO and president of True North Financial and Insurance Services, Inc. Centaurus Financial, Inc. serves a broad client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement consulting. The firm employs a mix of fundamental and technical analysis and provides both discretionary and non-discretionary management through platforms such as CLASSIC Plus and FlexUMA.

Justin Mambaje is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is involved with LSPN Pro, LLC and the National Association of Registered Social Security Analysts, where he provides Social Security analysis as a free service. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers in its advisory approach. The firm operates an integrated retirement plan ecosystem and supports clients through multiple program platforms and a large advisor network.

Richard Raybin is a CFP® professional with 20 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes a 17-year tenure at Lifetime Capital Group and roles at Lifetime Legacy Services and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, JP Morgan Chase Bank, First Republic Securities Company, JPMorgan Securities, and UBS Financial Services. 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 centered on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a blend of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked since 2019. Prior to this, he held positions at First Republic Investment Management, Inc., FIRST REPUBLIC Securities Company, LLC, and Fisher Investments. 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 centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternative investments.

Michelle Soto is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cerity Partners Retirement Plan Consultants and was previously with Bingham Osborn & Scarborough, LLC for nine years. Outside of her advisory role, she serves as Board Member and Investment Committee Chair for The Peninsula College Fund. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan design. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, serving primarily on a non-discretionary basis.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC in Menlo Park, CA, holding a Series 65 designation. He began his advisory career in 2026 and has prior work experience at Qualcomm and LR Interior Design. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with various portfolio management tools.

Stephanie Murphy is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 20 years of industry experience. She has been with PlanMember since 2006 and previously worked at Hooker Financial, Inc. from 2004 to 2017. Murphy serves on the Finance Advisory Committee of the Alpha Phi Foundation, where she reviews and evaluates the charity's accounts quarterly. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, combined with education and support services for plan sponsors and participants.

Ryan Callan is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has four years of industry experience, including prior roles at LPL Financial LLC, Royal Alliance Associates, Inc., and Pettinelli Financial Partners. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party strategies.

Dan Wang is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including Dream Builder Financial and Silicon Valley Enterprise, where he serves as treasurer. Wang is also involved in insurance product sales affiliated with his primary firm. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment options.

Jarrett Bare is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Beacon Pointe Advisors, Mercer Advisors, Dunham & Associates Investment Counsel, and Lofty. 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 focuses on separately managed accounts and family-office services, employing a centralized investment process that includes independent managers and access to alternative investments through platforms like iCapital.

Xuan Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His work history includes roles at WFGIA, WSB Partners, Inc., and Transamerica Financial Advisors, among others. Outside of advising, he is involved in writing and consulting for X-PRESS and serves as president of Nguyen Dynasty, Inc., a corporation managing income and expenses related to his business activities. 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 both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

James Morris is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2024. Prior to joining IEQ Capital, he held positions at CITIGROUP and J.P. Morgan Chase Bank. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Meng Eeo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns Dream Builder Financial Service Website, a co-branding marketing platform for World Financial Group products. Meng is a managing partner at Penney Enterprise LLC. 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 employs a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Shawn Sandoval is a CFP® with 28 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Mariner and also serves as a registered representative at Msec, LLC. His prior experience includes roles at Commonwealth Financial Network, Integrated Advisors Network, LLC, Cooper Financial Group, and Securities America, Inc. Outside of his advisory work, Sandoval provides business consulting services focused on operational and marketing strategies. Mariner serves a diverse client base including individuals, high-net-worth households, and institutional investors, offering comprehensive investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized discretionary portfolios supported by an investment committee and combines in-house research with various third-party solutions, while also integrating extensive tax and accounting capabilities uncommon in large advisory enterprises.

Edward Broome is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also associated with LSPN Pro, LLC, where he provides estate planning services and client communications. Broome is involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Mukund Madabhushi is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previously worked at Nova Capital Partners and Sanofi. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party solutions, and offers affiliated private fund capabilities and specialized trust services.

Rebecca Mc Court is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Stone Point Capital. Her background includes four years at Boston College prior to entering the financial industry. 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 combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion and focusing on separately managed accounts and family-office services.

Daniel Nowak is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He has worked at IEQ Capital since 2019 and previously held roles at First Republic Investment Management, Ernst & Young, Arcis Golf, and Washington University in St. Louis. 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Li Wei Tseng is a financial advisor with Transamerica Financial Advisors, holding the CFA® designation and Series 63 license. He has been with Transamerica since 2025 and has prior experience at World Financial Group, Wisetack, Enzo Wealth, and Microsoft. Outside of advising, he serves as an engineering manager at Wisetack, a financial technology company that offers financing solutions for in-person service businesses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.