Amanda Miller is a financial advisor at Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill from 2018 to 2021 and has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of independent advisers and offers services such as portfolio management, retirement plan consulting, and fiduciary advisory.

Luoteng Lin is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining HSBC, Lin worked at Charles Schwab & Co., Inc. and Sterling Bank and Trust. Outside of advising, Lin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and other affiliates, providing advisory, fund selection, and administrative services.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Anthony Thomas is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Farther, he worked at Equitable Advisors and Axa Advisors LLC, and has experience in the restaurant industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Farooq Imam is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held prior roles at Ameriprise, Comerica Securities, CITIGROUP, J.P. Morgan Securities LLC, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he provides business consulting services focused on employee engagement and efficiency enhancement for small businesses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Rahil Machiwalla is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 18 years of industry experience. His career includes roles at 1st United Credit Union since 2023 and Cuso Financial Services, LP from 2012 to 2023. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Glenn Bittner is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Kestra Investment Services, Principal Life Insurance Company, and Massmutual Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC 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 combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Laura Yick is a financial advisor with Citizens Securities, Inc. in San Francisco, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Yick serves as a director on the Aliomanu Estates condo association board in Kauai. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and a Managed Account program while operating as a broker-dealer and insurance agency.

Ellison Durana is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He has worked at Cresset Asset Management, LLC since 2019 and previously spent eight years at Cypress Wealth Advisors, LLC. He is also a general partner of private funds managed by Cresset through Cypress Advisors LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies, supported by a structured due diligence program and private fund management.

Bennett Mc Dermott is a financial advisor at IEQ Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ares Wealth Management Solutions and Santa Clara University. 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 process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, using a combination of liquid strategies, independent managers, and private alternative investments.

Stephen Griffiths Jr. is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining IEQ Capital, he worked at First Republic Investment Management, Goldman Sachs & Co. LLC, and served nine years in the United States Army. 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 process is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Jordan Staveley is a financial advisor at Citizens Securities, Inc. in San Francisco, CA, holding a Series 66 designation with five years of industry experience. His prior work history includes six years at Merrill and roles with the Defense Contract Audit Agency and Citizens Bank. Citizens Securities serves individual and high-net-worth investors and individual retirement plans through investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory platform alongside managed accounts and leverages its status as a broker-dealer and insurance agency.

Tarik Shihadeh is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and four years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, and previously worked at White Moose Studios and Boston University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Hance Smith is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022. Prior to his advisory role, he was involved with Stanford Baseball Camps in 2022. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Harry Guilfoyle is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company, LLC and First Republic Investment Management. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process that includes independent manager research and access to alternative investments, serving clients with net worth generally at or above $10 million.

Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.