Jacob Strong is a Series 65-credentialed advisor at Mariner with one year of experience in the financial advisory industry. Prior to joining Mariner, he worked in technology and marketing roles at companies including AppsFlyer and CleverTap. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services supported by an internal Investment Committee and third-party managers.

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.

Brendan Halick is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at firms including HSBC Bank USA NA and Lending Club. He also supports senior partners as an associate advisor at David White & Associates and assists with client reviews through Barto Lucas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and program platforms, combining firm-developed and third-party models with various securities to tailor portfolios.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plans. The firm employs a long-term investment approach with a combination of active and passive strategies, customized portfolios, and specialized services for certain client groups.

Tyrone Chow is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Walnut Creek Wealth Management, and Ameriprise Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at several firms, including Axianta Financial Partners and WFG Direct. Outside of her advisory role, she is an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family-owned restaurant LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Jay Doraiswami is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wealtheon Advisors LLC for six years and JPMorgan Securities LLC for four years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Daniel Tsai is a CFP® currently with Prime Capital Financial, bringing one year of industry experience. His prior roles include five years at Edelman Financial Engines and shorter tenures at RemoteLink Solutions, LLC and LPL Financial. Outside of advising, he is a certified notary. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and specialized retirement plan support, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

David Denison is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and 66 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Denison Financial and Insurance Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types that tailor recommendations to client objectives and Plan Sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Jason Mims is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been president of Mims Painting Inc., a painting contractor business, for over 20 years. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives, providing customized advisory engagements, financial planning, ERISA plan services, and brokerage and insurance products. The firm delivers investment services on both discretionary and non-discretionary bases and utilizes a broad affiliate and referral network to create an integrated advisory, brokerage, and lending model.

Bernard Smit is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and affiliated entities, where he has served since 2021. His prior experience includes roles at LPL Financial, Walnut Creek Wealth Management, and Cetera Advisor Networks. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Ashweene Hassan is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors in 2025, Ashweene worked at Ameriprise from 2023 to 2025 and held various roles in education at institutions including Rochester Institute of Technology and Lahore Grammar School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers a range of portfolio management solutions and retirement plan consulting, utilizing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.

Steven Durk is a financial advisor with Hightower Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Prior to joining Hightower in 2020, he worked at Frontier Investment Management Co. and M.L. Stern & Co., LLC. Outside of his advisory role, he is involved in Durk Family Outdoor Ventures, LLC, which manages family hunting and outdoor activities. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions through affiliated and third-party managers and utilizes proprietary research and diverse investment vehicles including mutual funds, ETFs, and alternative investments.

Robert Montierth is a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California. He joined the firm in 2010, bringing prior experience as a third-party administrator of 401(k) and Defined Benefit retirement plans at Pension Specialists, Inc. His expertise focuses on retirement planning for clients in both the accumulation and distribution phases of life. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). Robert earned a bachelor's degree in History with an emphasis on European Economics from Brigham Young University, graduating magna cum laude. He is fluent in French and has additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Robert is involved with the Boy Scouts of America and has served as a missionary for the Church of Jesus Christ of Latter-Day Saints. He currently resides in Danville, California, with his wife Marisa and their three children.

Brittany Oladunjoye is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Rockefeller Financial in 2026. 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 portfolio management, financial planning, and consulting services within a Private Advisor model and operates as a registered broker-dealer, providing a broad range of investment and advisory solutions.

Alejandro Aguilar is a CFP® and CFA® with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 18 years at American Century Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and low-cost investment vehicles.

Roman I Vlev is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has work experience in technology and health-related businesses, including a partnership role at Spark Health Inc and MIS. Outside of his advisory role, he is also an independent insurance agent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Schultz Collins, Inc. and Golden Gate University. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, proprietary research, and a range of investment vehicles to deliver customized portfolio management and financial planning solutions.

Daniel Gunadi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has held roles at Synopsys Inc., Cisco Systems Inc., and the Heartland Institute of Financial Education. Outside of his advisory work, he provides technical support at Synopsys Inc., a high-tech hardware and software company. Transamerica Financial Advisors serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers, offering integrated retirement plan services and proprietary investment solutions.