Dylan Gois is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Mariner Independent Advisor Network, Diamond Group Wealth Advisors, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates third-party managers and technology platforms to deliver a range of investment strategies and managed account solutions.

Christina Huynh is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. She holds the ChFC® and Series 63 designations and has 20 years of industry experience, including roles at Nylife Securities, Inc and New York Life Insurance Company. Outside of her advisory work, she is involved in insurance brokering for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a large majority of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Princess Gertrude Baylosis Quianzon is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has a background working in healthcare, including roles as a registered nurse at Kaiser Permanente and other medical centers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using model portfolios and third-party managers to implement its advisory services across a large advisor network.

Tracy Jao is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC, joining both firms in 2025. Prior to this, she worked with Simplex Wealth Management and Consilium Wealth Management, LLC for over a decade each. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Adam Zielske is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Procore Technologies. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through over 400 independent advisers, employing multiple analytical approaches and fiduciary standards when advisory agreements are in place.

Shih Sheng Li is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, working with Transamerica since 2014 and also holds a role at Cadence Design Systems, where he assists semiconductor companies with electronic design automation software. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

Hong Ge is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Ge has worked with Blue Shield of California, Delta Dental, Covered California, Kaiser Permanente, and UC Davis Health. Ge is also active as an independent insurance broker and engages with clients on health and dental insurance matters. 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 variety of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Janice Fong is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 65 and Series 63 licenses and 17 years of industry experience. Her prior work history includes roles at LPL Financial, Royal Alliance Associates, Inc., Signator Investors Inc., and Dennis Pettinelli. 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 wrap and non-wrap programs, and retirement plan consulting, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Andrew Barrett is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, Bci Securities, Inc., and Barrett Strategic Consulting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account solutions with both discretionary and non-discretionary portfolio management options.

Amanda Miller is a financial advisor at Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill from 2018 to 2021 and has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of independent advisers and offers services such as portfolio management, retirement plan consulting, and fiduciary advisory.

Luoteng Lin is a financial advisor with HSBC Securities (USA) Inc. based in Fremont, CA, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining HSBC, Lin worked at Charles Schwab & Co., Inc. and Sterling Bank and Trust, and has a background that includes roles in education and community organizations. Lin also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, engaging in the sale of bank-related products alongside advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment solutions. The firm’s investment process employs multiple risk profiles and utilizes affiliated asset management and due diligence resources to oversee fund selection and portfolio monitoring.

Rahil Machiwalla is a financial advisor at OSAIC Institutions, INC. with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Cuso Financial Services, Lp, Chase Investment Services Corp., and Citigroup Global Markets. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Glenn Bittner is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC 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 combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Bennett Mc Dermott is a financial advisor at IEQ Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ares Wealth Management Solutions and Santa Clara University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, using a combination of liquid strategies, independent managers, and private alternative investments.

Stephen Griffiths Jr. is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining IEQ Capital, he worked at First Republic Investment Management, Goldman Sachs & Co. LLC, and served nine years in the United States Army. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Harry Guilfoyle is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company, LLC and First Republic Investment Management. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process that includes independent manager research and access to alternative investments, serving clients with net worth generally at or above $10 million.

Aarish Patell is a CFA® charterholder and Series 63 licensee with one year of industry experience. He is currently an advisor at IEQ Capital, LLC and has previously worked at LGT Capital Partners, Canvas Ventures, Cambridge Associates, Nepc, and Cjs Securities, Inc. IEQ Capital, LLC provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.