Peter Grassi Jr. is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Grassi Investment Management from 1997 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches and a range of retirement plan services.

Joseph Bragdon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked with Kestra Advisory Services, LLC since 2016 and with Kestra Investment Services, LLC since 2014. He also serves as Vice President at Financial Architects Partners, where he focuses on integrating life insurance into clients’ financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Richard Luerra is a financial advisor with Empower Advisory Group based in San Jose, CA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes roles at ICMA Retirement Corporation, MassMutual, MML Distributors, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

James Hering is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Union Square Investment Company, and BMO Family Office, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with 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 with a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and financial circumstances.

Jay Backstrand is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Trust Company from 2008 to 2017 before joining Citi Private Advisory LLC in 2017. He holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Janice Fong is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 65 and Series 63 credentials and possessing 17 years of industry experience. Her prior roles include positions at LPL Financial, Royal Alliance Associates, Inc., and Signator Investors Inc. She has also been associated with Dennis Pettinelli during her career. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and manages about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and an open-architecture investment approach through multiple third-party platforms.

Yiding Lei is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 19 years of industry experience. Prior to joining Transamerica in 2020, Lei worked at Centaurus Financial for six years and also spent two years as a homemaker. Lei’s other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 fee-based wrap programs, model portfolios, and access to third-party money managers.

Luoteng Lin is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and Sterling Bank and Trust before joining HSBC. Lin has also been involved in education through the San Francisco Unified School District and has experience working at a restaurant and with a nonprofit organization. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary programs. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and offers unique features such as an Offshore Spectrum program for qualified non-resident aliens.

Sonya Brampton is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2020, following roles at First Republic Bank and Specialty Real Estate Services. 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, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions.

Glenn Bittner is a financial advisor with PNC Wealth Management in Fremont, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at firms such as Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering that uses algorithm-driven risk assessments and invests via approved models with mutual funds and ETFs.

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.

Deborah Camillo is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management, Inc. Her career includes roles at both wealth management and securities firms. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of related entities offering trust, advisory, and private fund services.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Levi Strauss & Co and spent four years at Pepperdine University. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, and specialized services such as family office and business management. The firm employs a long-term investment approach that combines active and passive strategies tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Daniel Robinson is a CFP® and ChFC® with 20 years of experience, currently affiliated with Principal Financial Services in San Jose, CA. He has been with Principal Life Insurance and Principal Securities since 2006. His professional activities include working with fixed insurance products such as life, disability income, annuities, group life, dental, and health insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, nonprofits, corporations, and active-duty military personnel outside the U.S. The firm provides financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Holt is a financial advisor at Corient with two years of industry experience and holds a Series 65 credential. His prior roles include positions at TCW and Russell Investments. He has also been involved with UCLA Recreation and worked at the University of California, Los Angeles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach using both in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management tools.

Ernest Hui is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services and has prior experience at Gbs Insurance And Financial Services, Inc. and M. Holdings Securities, Inc. Since 2022, he has been involved as a co-founder and partner of Bald Eagle City, a local basketball club focused on organizing leagues and coaching youth teams in his community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and employs a rigorous investment due diligence process while offering access to multiple management platforms and third-party solutions.

Jonathan Yu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at World Financial Group and his own firm, Jonathan Yu Enterprise, Inc. He is involved in the sales of insurance and non-insurance products related to Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing a range of managed and non-discretionary investment programs.

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.