Brittany Oladunjoye is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Rockefeller Financial in 2026. 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 offers portfolio management, financial planning, and consulting services within a Private Advisor model and operates as a registered broker-dealer, providing a broad range of investment and advisory solutions.

Alejandro Aguilar is a CFA® charterholder with two years of industry experience. He has been with Mercer Global Advisors Inc. since 2023, following an 18-year tenure at American Century Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Bobby Hardamon is an advisor at Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 65 and Series 63 credentials with one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Alameda County Probation Department, the San Francisco AIDS Foundation, and Catholic Charities Neighborhood Services Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Schultz Collins, Inc. and Golden Gate University. Eckman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Benton Lowerison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Citigroup, he worked at Dimensional Fund Advisors and spent two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and supports a broad client base including high-net-worth and ultra-high-net-worth individuals.

Jeffrey Blum is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Funds Distributors from 2016 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing.

Andy Lin is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Rand & Associates. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Logan Didier is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Rockefeller Capital Management and The Gym. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides brokerage, variable insurance products, placement, and investment banking services through a consolidated investment platform.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Rodolfo Argosino is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His work history includes roles at My Retirement Coach, RH Capital, Ruggieri Wealth Advisors LLC, and Aventine Wealth Management LLC. Outside of advisory services, he has operated a sole proprietorship offering insurance products since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers specialized ERISA services, supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Rachel Sowers is a CFP® with seven years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Waypoint Wealth Partners, Raymond James & Associates, and Truist Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Connor Mc Mahon is a CFP® with two years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has prior experience at Media Wealth, LLC, Adero Partners, LLC, Infinity Financial Services Advisory, Infinity Securities, Inc., and Farmers Insurance. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Nicole Kisak is a CFP® certificant with 10 years of experience in the financial industry. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2022. Prior to that, she spent 15 years at City National Bank and City National Securities, Inc. She is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Catherine Conger is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 and Series 63 and previously worked at Northwestern Mutual Investment Services LLC and several other firms. Outside of advisory roles, she is associated with Farm Shop. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and it operates multiple private-market investment programs and affiliated consulting and insurance businesses.

Zena Alany is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citigroup and Citibank since 2017 and has prior experience at Kohl's. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, brokerage, and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. 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 corporations. 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.