Jay Wirig is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 65 designation and has worked with firms including The Colony Group, LLC, Buckingham Asset Management, LLC, and Jnjp Certified Public Accountants, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering 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 integrates active and passive strategies, third-party managers, private funds, and tactical overlays tailored to clients’ risk, liquidity, and tax needs.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Logan Tonsberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and beginning his career in 2026. Prior to joining Wealth Enhancement, he worked at IGT and Aruza Pest Control, and he has an academic background including time at the University of Nevada, Reno. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process integrates diversified risk-class based allocations using both passive and active strategies, with portfolio oversight by an internal Investment Committee.

Scott Kelley is a financial advisor with Integrity Alliance, LLC, holding a ChFC® designation and regulatory Series 63 and 66 licenses. He has 35 years of industry experience, including prior roles at Brooker Wealth Management, Lion Street Advisors, PEAK360 Wealth Management, and Ameritas Life Insurance Corp. He is also an independent insurance agent. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services using various investment approaches, supported by multiple platforms and third-party managers.

Prachi Chittora is a financial advisor at Citigroup Global Markets with eight years of industry experience. She has held her current role at Citigroup since 2015 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at EXTENDED Travel, The Mather Group, and Indiana University. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with third-party strategies and direct security selection, also providing access to alternative and private market solutions for qualified clients.

Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

John Estes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he was involved in various roles including ownership of an airport transportation business and officiating as a basketball referee for over a decade. He also works with David White & Associates in a financial professional capacity. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services through multiple program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Kolbe Bachman is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at StepStone Group and General Atomics, and he spent four years at the University of San Diego. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market investments.

Alyssa Zagrobski is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RFS Partners and Ubiquity Retirement. Alyssa is also involved in outside insurance sales. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services tailored to client needs.

Douglas Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Investments, Wescom Financial Services, CUSO Financial Services, and Citicorp Investment Services. He serves as a trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation, multi-manager portfolios, and combines passive and active exposures to develop client investment strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Sharon Lin is a CFA® charterholder and Series 63 licensee with five years of industry experience. She is currently an advisor at Eagle Strategies (NY Life) and has held various roles within New York Life-affiliated entities since 2019. Outside of her financial career, she works as an independent voiceover contractor. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis.

Karl Olof Mills is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to this, he worked for 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years. Since 2024, he has been associated with City National Rochdale and CNR Securities, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing tools such as the proprietary Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios according to clients’ Investment Policy Statements.

Anh Vong is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and currently based in San Ramon, CA. Anh has no prior industry experience but has held roles at LPL Financial, Equitable Advisors, and several other organizations since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using a combination of discretionary and non-discretionary services and multiple third-party strategists.

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked with Stivers Financial and Insurance Services since 2009 and has been affiliated with Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.