Suayip Teymur is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 66 designation. He has one year of industry experience, including prior roles at Kuveyt Turk Portfoy Yonetimi A.S and several positions within Bankers Life and its affiliated entities. Before entering the financial industry, he worked at Jewelic Jewelry and held academic roles at San Francisco State University and Istanbul University. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Tu Bui is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfg dating back to 2002. Outside of financial advising, Tu Bui is involved in coaching volleyball and has roles as a substitute teacher and athletic director, including teaching personal finance at Pleasant Hill Adventist Academy. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Theodore Lum is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked previously at Merrill, Securities America Advisors, and LPL Financial. Lum is also the sole owner of Lum Global Financial & Insurance Services, a marketing DBA for his insurance agent activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models, strategic asset allocation, and multi-manager portfolios to develop client investment strategies across standard risk profiles.

Parker Landolf is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. His background includes multiple roles at Mercer Global Advisors and prior work at Round Hill Country Club and the University of Redlands. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios and utilizes a variety of investment vehicles including ETFs, index funds, separate account managers, and private funds.

Bora Yucekul is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Allegiant Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including 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 with multi-factor tilts and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

James Knight is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Adero Partners, LLC, Vista Wealth Management, and The Portola Group Inc. Knight is also a member of Vista Venture Partners. 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 plan services. The firm employs a long-term investment approach with an “enhanced open architecture” that combines active and passive strategies, third-party managers, and private funds, customizing portfolios to clients’ specific needs.

Sarah Robinson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC for six years and Hines Warner Wealth Management, LLC for nine years. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, customized to clients' risk tolerance, liquidity, and tax circumstances.

Jinger Pajestka is a CFP® with 13 years of industry experience, currently affiliated with Mariner Wealth Advisors. Her work history includes roles at Wells Fargo Bank NA and Commonwealth Financial Network. She is also involved in fixed insurance sales as an additional business activity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and administrative CFO capabilities.

William Baker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, Baker, Brose & Mitsutome Wealth Management LLC, and LPL Financial. He has also engaged in fixed insurance sales and branch management on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and proprietary technology platforms.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Marcella Jennifer is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Her work history includes positions at Ameriprise and several educational institutions, including UCLA and the University of California, Berkeley. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Grace Campbell is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Transamerica Financial Advisors and Inheritguard LLC. Campbell resides in San Ramon, CA. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Phillip Cardinale is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked at Cetera and its predecessor firms since 2005. Outside of his advisory role, he is a partner at Castlerock Insurance Group and serves as a trustee for the Rose McWalters Trust. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Marlon Villavicencio is a financial advisor at Cetera with a Series 65 designation and four years of industry experience. His work history includes roles at Avantax Investment Services Inc. and Avantax Advisory Services, as well as ongoing involvement with MV Insurance Services, Inc. and MCV Enterprises LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and managing more than $256 billion in assets.

Ramshaa Anand is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Her prior work includes roles at AXA Advisors, Fuli Investment, and American Eagle Outfitters, as well as entrepreneurial experience running Ramshaa's Driving School, Inc. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Vivian Chuan Sun is a financial advisor with LPL Financial based in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Investments, and Citicorp Investment Services. She is a founder, member, and secretary of the Five Loaves & Two Fishes Global Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Ellen Neumark is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Monique Tsenter is a Series 66-licensed financial advisor with Morgan Stanley, based in Walnut Creek, CA. She has six years of industry experience, including roles at Bank of America, Merrill, and entrepreneurial ventures such as Island Stylz. Tsenter is also the founder of the Rise Jamaica Foundation, a nonprofit focused on disaster relief and community assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Stevan Hoffman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2014, following prior roles at MSI Financial Services, Inc. and Osaic FA, Inc. Outside of his advisory work, he co-owns a European Wax Center franchise and serves as its treasurer. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Norman Lam is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at BMO Investment Services, Wells Fargo Bank, JP Morgan Chase, Charles Schwab, and Transamerica Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.