Zachary Hayes is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022. His prior roles include positions at Hayes Financial, Inc. and Raymond James Financial. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various third-party managers. The firm combines internal research with external allocations across a wide range of asset classes and provides integrated tax and accounting services alongside portfolio management.

Jean Gannon is a financial advisor at Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 29 years of industry experience. Prior to joining Rockefeller Financial in 2026, Gannon spent 23 years at UBS Financial 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 operates a Private Advisor model supported by the Rockefeller Global Investment Management platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

David Parkes is a financial advisor with Guardian Life in Campbell, CA, holding CFP® and Series 66 designations and 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, Parkes serves as an executor for a family member’s estate and manages tax planning and bookkeeping through Parkes Financial, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led and model-based discretionary management through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Cheng Yeoh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles with multiple organizations such as Dream Builder Financial, Principal Dental, Silicon Valley Enterprise, and United Healthcare. Yeoh also serves as a director of a homeowners association and holds a leadership position as vice president of the Malaysian Professional & Business Association. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages a substantial portfolio of assets and supports its clients through various program options and affiliated retirement services.

Ryan Ford is a CFP® professional currently with Cerity Partners LLC, based in Redwood City, CA, with three years of industry experience. He began his career at B|O|S, where he worked for five years before a six-year period away from the industry. Ryan has been with Cerity Partners since 2026. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Matthew Mendoza is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a manager of a family-held investment LLC created to invest in early-stage companies. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating both as a registered investment adviser and broker-dealer with capabilities across equities, fixed income, alternatives, and placement services.

Helena Mew is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been associated with Transamerica Financial Advisors since 2015 and serves as Treasurer on the board of the Asian Community Cultural Association of San Leandro. Additionally, she conducts annual internal audits for First Chinese Baptist Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of over 1,000 advisors and model-based portfolio management delivered through multiple program platforms.

Ioannis Meras is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been associated with United Planners since 2008 and operates Meras Financial as a principal. He also acts in a fiduciary capacity for family accounts and holds a non-variable insurance agent license. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisors deliver services through independent advisory and brokerage models, with a significant portion of assets managed on a non-discretionary basis.

Jeremy Wenner is a financial advisor at IEQ Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining IEQ Capital in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. from 2018 to 2023, and Jefferies & Company, Inc. from 2010 to 2018. 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’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, focusing on separately managed accounts and family-office services for clients generally with net worth at or above $10 million.

William Graff is a financial advisor at IEQ Capital, LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work experience at Werba Rubin Papier and Claremont McKenna College. Outside of his advisory role, he was involved with East Chop Beach Club for six years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Carl Consing is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years before joining Eagle Strategies and affiliated New York Life entities in 2023. Carl serves as a board member of the NAIFA San Francisco Peninsula chapter, where he helps plan and execute educational programs for members. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Gaoling Fu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Fu has held roles at several firms, including Balancepoint Financial Services, Wang Insurance, and ABC Insurance Services. Outside of advisory work, Fu serves as president of Balancepoint Financial Services, managing operations and marketing health and property and casualty insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering integrated retirement plan solutions and affiliated investment products.

Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. He has been associated with IEQ Capital since 2024 and also serves as a swim instructor and coach at Menlo Circus Club, teaching children ages 2 to 15. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Cetera Wealth Services, Sageview Advisory Group, and Valic Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Hector Cervantes is a financial advisor at Creative Planning with a Series 66 credential and four years of industry experience. His prior roles include positions at Grassi Investment Management, HKC Partners, Enliven Advisory, and Bank of America. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing services such as portfolio management, financial planning, and retirement plan fiduciary solutions. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Lauren Hansen is a CFA® charterholder affiliated with IEQ Capital, LLC. She has one year of industry experience, with prior roles at MAVERIQ Capital Group LLC, Mercer, and the Santa Barbara County Employees Retirement System. Before entering the financial sector, she worked in diverse fields including yoga instruction and retail management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternatives.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Brian Fenn is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing 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 an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.