Chuong Ha is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Ha is also affiliated with World System Builders and World Financial Group, where he has been involved since 2015. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services utilizing proprietary and third-party investment models, offering both discretionary and non-discretionary program options.

Ethan Staller is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Yang Song is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at Eagle Strategies since 2009 and New York Life Insurance Company and its affiliated entities since 1998. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring its solutions to client objectives and handles a majority of its assets on a non-discretionary basis.

Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the owner of Flynn Wealth Strategies and Insurance Solutions, Inc., and serves on the advisory board of MIF, Inc., a medical billing company with operations in the U.S. and international delivery centers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan advisory.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having four years of industry experience. He is also involved with the National Association of Registered Social Security Analysts and manages accounting for a family-owned hair salon business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with both discretionary and non-discretionary program options.

Ryan Patterson is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at IEQ Capital since 2019, following a three-year tenure at First Republic Investment Management. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, third-party Independent Managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and Series 65 registered advisor at Corient with four years of industry experience. His career includes roles at Corient, Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, as well as academic positions at the Yale School of Management and the University of California, Berkeley. Zhao is based in Menlo Park, CA. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, employing risk management tools and alternative investments where appropriate.

Alena Povarova is a financial advisor with Osaic Advisory Services, LLC and holds a Series 65 designation. She has 18 years of industry experience, having previously worked at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, third-party manager selection, and related services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DC Advisory and Scholars of Finance. 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 approach combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party managers, and private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior work includes roles at First Republic Investment Management, Inc. and Evidation Health. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and active and passive strategies across public and alternative asset classes.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with five years of industry experience. Cheng holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services 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, combining centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Yvonne Thomas is a financial advisor with PNC Wealth Management in Burlingame, CA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs. The firm’s approach features an invitation-only, employee pilot program with limited direct client interaction and a focus on strategic portfolio implementation.

Evan Stafford is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors, LLC. His background also includes roles within the GoldKey Marine and related businesses. 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 process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Todd Barney is a CFP® with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having held prior roles at Potentia Wealth, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and Voya Investment Management Co. LLC. Todd serves on the finance committee of the Ronald McDonald House in Palo Alto, CA, a philanthropic organization supporting families needing extensive medical treatment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates proprietary technology platforms and third-party managers to implement a range of investment strategies.

Timothy Garner is a CFP® professional with 23 years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and currently Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he prepares tax returns for Intuit Turbo Tax customers. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

John Palladino is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016. He also serves as a director on the board of the 10 Scenic Way Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

Chi Wai Poon is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Admis Hong Kong Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types combining client-directed and discretionary portfolio management supported by strategic asset allocation and fund due diligence conducted in partnership with HSBC Global Asset Management and other affiliates.

John Auer is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior roles include positions at Goldman Sachs and Webster Bank. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios including liquid strategies, third-party independent managers, and private alternatives.