Zheng Yu is a CFA® charterholder and financial advisor at Rockefeller Financial LLC with one year of industry experience. Prior to his current role, he worked at Rockefeller & Co for six years and at Financial Clarity, INC. for four years. 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 combines portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions, access to third-party managers, and alternative investment opportunities.

Tanner Savitsky is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AXA-Advisors. His career also includes a role at Savitsky Satin and Bacon and a period at the University of Michigan. 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 is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternatives.

Pamela You is a Financial Consultant I at Fidelity Investments, where she provides customized financial planning services. She has been with Fidelity since 2025 and previously worked as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2025. Pamela's expertise includes taxation and financial planning, supported by her educational background. She holds an MBA and a Master's degree in Accounting. Pamela also holds a California Insurance License, which supports her work in financial consulting. Her professional approach focuses on assisting clients through various life stages and significant changes. Outside of her professional commitments, Pamela enjoys golf, reading, running, tennis, and yoga.

Mandir Nagdev is a Series 66-credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Private Advisor Group, LLC since 2026 and previously worked at firms including Mariner Independent Advisor Network, LPL Financial, Stratos Wealth Partners, and Wells Fargo. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment strategies and technology platforms while offering both discretionary and non-discretionary services.

Joseph Lalli is a CFA® charterholder at IEQ Capital, LLC with four years of industry experience. He previously worked at Morgan Stanley for four years and has held positions at Backroads and several other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach combines centralized macroeconomic research with client-specific policy statements and utilizes a range of liquid strategies, third-party managers, and private alternatives.

Liqiu Jiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. In addition to her advisory role, she holds senior positions in biostatistics at Vera Therapeutics and Corcept Therapeutics, where she focuses on statistical analysis and clinical trial data. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory strategies.

David Umbenhaur is a financial advisor with Guardian Life who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Guardian Life and its affiliate Park Avenue Securities since 1996. Outside of his advisory role, he serves as a sound technician for his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Emily Yellen is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Group, J.P. Morgan Advisors, First Republic Bank, and Citi Personal Wealth Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds the Series 65 designation and has worked at Mercer and its affiliated firms since 2022, with prior experience at Regis Management Company, where he was involved for nearly two decades. Burlinson serves as an Investment Trustee and holds executive roles in related investment entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, and specialized retirement and charitable consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private fund platforms.

Nestor Belmonte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with a variety of investment strategies implemented through both in-house management and third-party managers.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Millett is a financial advisor at Mariner in Los Altos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Mariner in 2025, he worked at Google for 14 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled investments and third-party managers. The firm combines customized discretionary portfolios with tax and accounting integration, providing coordinated tax services, family office capabilities, and a financial wellness platform for employer clients.

Clare Raleigh is a financial advisor at Mariner with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner since 2022. Her previous roles include positions at Hayes Financial, Inc. and Raymond James Financial Services, Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides tax and accounting integration along with specialized family office and employer financial-wellness services.

Sophia Gossum is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she was employed at Thornburg Investment Management for two years and has a background that includes roles at Washington University in St. Louis, Christus St. Vincent Hospital, Heidi Loewen Porcelain, and Santa Fe Preparatory School. 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 involves centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments, with an emphasis on clients typically having net worths of $10 million or more.

Christine Opitz is a CFA® charterholder currently with Cerity Partners LLC in San Jose, CA, with one year of industry experience. Prior to joining Cerity Partners, she worked at the Silicon Valley Community Foundation and held positions at Stanford University and HPE (Agreeya). Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and funds, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and integrates proprietary quantitative investment frameworks with access to alternative and private market solutions.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at ZS Associates and Franklin Templeton. His background includes academic and community involvement, including time at Stanford University and San Mateo PAL. 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 centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, independent managers, and private alternative investments.

James Daoang is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his current role, he has been involved with True North Advisors since 2022 and has worked as a property and casualty insurance agent through AAA NCNU since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized services using a combination of discretionary and non-discretionary arrangements, employing fundamental and technical analysis alongside model overlay programs and third-party money managers.

Blake Romero is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Ameriprise. His background also includes roles outside of finance at Grand Canyon University and PB Window Cleaning. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through its Private Advisor model and Rockefeller Global Investment Management platform.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

Kyle Thompson is a financial advisor with Creative Planning in San Jose, CA, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. His prior roles include positions at Sageview Advisory Group, C-J Advisory, and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting.