Adrianne Flores is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Alameda Financial Group, Koehler & Associates CPA's Inc, The Weed Solution, and Staples, Inc. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios tailored to clients’ risk profiles.

Rodney Suzuki is a financial advisor with Primerica Advisors based in San Francisco, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and Prudential Insurance. He is also engaged in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Lirong Shan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Transamerica Financial Advisors, Shan worked at several real estate and mortgage firms. Outside of financial advising, Shan is involved in the restaurant industry as a nutritionist, creating healthy new food offerings. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. IEQ Capital 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, employing a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments.

Melissa Elliott is a financial advisor at Mariner with 10 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Mariner. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, delivering customized portfolios supported by both internal teams and third-party managers.

Shannon Blackmon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Earned Wealth Advisors, Thomas Doll, and Robasciotti & Associates. Outside of her advisory work, she is the founder and formulator of Oyabloom, LLC, a small business producing handcrafted personal care and beauty products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Daniel Newman is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2022, following roles at Hayes Financial, Inc., Raymond James Financial Services, and Charles Schwab. Newman is based in San Jose, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations with services spanning investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and maintains extensive tax and accounting integration uncommon among large advisory enterprises.

Canji Liang is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. Prior to joining HSBC Securities in 2025, Liang worked at Charles Schwab from 2020 to 2025 and held various roles at HSBC Bank USA. Liang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, combining bank product sales with registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary options. The firm’s investment process incorporates strategic and tactical asset allocation supported by multiple affiliated and third-party providers, serving a diverse client base through several program types including the Spectrum and Offshore Spectrum programs.

Yanna Chen is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes roles at WFGIA and the California Public Utilities Commission, where she has served since 2007. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates as both a registered broker-dealer and RIA, supporting a range of investment programs with discretionary and non-discretionary options.

Linh Tonnu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with multiple firms including World Financial Group and Blue Shield of California, and is involved with Narssa.org, where she provides education on Social Security benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Nelson Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has roles in software development and martial arts coaching. Outside of advising, he is involved in software development and teaches martial arts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach and third-party managers to implement its advisory services through multiple platforms.

Theresa Du is a financial advisor with Transamerica Financial Advisors who holds a Series 66 license and has nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has prior experience with World Financial Group, INC. Outside of her advisory role, she is a graduate assistant at San Jose State University and works in customer service at Sharks Ice San Jose. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform providers and offers multiple advisory programs, including proprietary and externally managed portfolios.

Jessica Gardner is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at City National Rochdale and Whittier Trust Company. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates alternative investments through an extensive private-investment platform.

Maggie Liu is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Bordeaux Wealth Advisors, Empirical Wealth Management, and Fidelity Brokerage Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial counseling and family office services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tomislav Vatavuk is a financial advisor at Creative Planning with five years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Prior to joining Creative Planning, he worked at Stansberry Asset Management for nine years and had roles at BNY Mellon and periods of unemployment. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm follows a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Eric Lau is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 14 years of industry experience and has previously worked at firms including LPL Financial, BMO Bank NA, Prudential, and Hornor Townsend & Kent. Outside of his advisory role, he serves on the boards of the Chinese Realtor Association of America, Asian Health Services, and the SF BARE Lions Club, focusing on community advocacy and volunteer initiatives. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving clients through both discretionary and client-directed portfolio programs.

Alexandra Leahy is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she held roles at Third Bridge, Amazon/Shopbop, and several other organizations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit 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.

David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. 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 approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. IEQ Capital 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 includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternative investments.