Kerby Woo

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET).

Part of United Services Automobile Association, USAA Financial Advisors, Inc. is a company based in San Antonio, TX.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Emerson Equity LLC provides investment advice. The American company was founded by Dominic Julio Baldini.

CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families.