Ethan Mirador is a financial advisor at Private Advisor Group, LLC with Series 66 credentials. He has been in the industry since 2025 with prior roles including positions at LPL Financial LLC, Diamond Group Wealth Advisors, and experience in higher education and municipal recreation departments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates multiple investment strategies, leveraging technology platforms and third-party managers.

Courtney Rapa is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. Sanctuary Advisors, LLC offers 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 flexible investment approach through a broad network of independent advisers and employs multiple analytical strategies along with a range of managed account solutions.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with HSBC Bank USA and HSBC Securities since 2015. Lam served as Chairwoman of the Hong Kong Association of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates as both an SEC-registered adviser and broker-dealer.

Brendan Halick is an associate advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at several firms, including HSBC Securities USA Inc and David White & Associates, where he currently supports senior partners. Halick also assists with client reviews through his involvement with Barto Lucas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and other investment vehicles across discretionary and non-discretionary programs.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Yong Xu is a CFA® charterholder and financial advisor with Transamerica Financial Advisors. He joined the firm in 2026 and has prior experience working in various roles in companies such as Beijing DDDream Management Advisor Ltd and Ningbo Preh Joyson Automotive Electronics Co. Ltd. Outside of advising, he is involved with Simple and Smart LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages over $2 billion in assets under management.

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.

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.

Trevor Stratton is a CFP® with one year of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His background includes five years of service in the United States Marine Corps and prior roles at Rocateq and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

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.

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.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.