Brett Mongeau is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning in Walnut Creek, CA since 2021. His prior roles include positions at Aspiriant and multiple divisions of John Hancock from 2015 to 2021. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by private market investments and tailored portfolio management.

Mitchell Hickey is a CFP®-certified financial advisor with Oppenheimer in San Francisco, CA, where he has worked for 11 years. He holds Series 63 and Series 65 licenses and has accumulated 11 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and First Republic Bank, followed by two years at J.P. Morgan Securities before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jessica Hurd Ensign is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Brouwer & Janachowski for three years and Copeland Insurance for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation and manager selection alongside proprietary and third-party investment approaches and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab Bank, Citi IPB U.S., Sterling Bank & Trust, and Quantum Capital Management. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mercer since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles and specialized programs.

Anjali Singh is a CFP® professional with 26 years of industry experience, currently affiliated with Primerica Advisors. She has a background that includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in a pet sitting business and serves as a co-leader of two scout troops in Marin County. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a variety of investment strategies through proprietary and third-party platforms and supports a broad array of financial planning and consulting solutions.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Nicole Schofield is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Ameritas Advisory Services since 2018 and involvement with Canvas Financial and Boom Planning, where she provides personalized financial planning services for individuals and small businesses. She is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supported by comprehensive portfolio construction and monitoring resources.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.

Rebecca Wynarczyk is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 65 designation and has worked at multiple firms including Mariner Independent, Financial Planner Group, LLC, and LPL Financial. Outside of her role at Private Advisor Group, she is involved with Financial Planner Group, LLC, providing investment services through Mariner Independent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing a variety of investment strategies and third-party managers.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

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.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 11 years of industry experience. She holds a Series 63 designation and has worked previously at Private Ocean and Mosaic Financial Partners. Schroeder is active in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council for the Center for Reproductive Rights, a board trustee for the Chautauqua Foundation, and as Co-Founder of Electing Women Bay Area. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and centralized oversight.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

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.

Ping Lin is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory, Ping worked at TD Ameritrade for two years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using Schwab research tools and standard asset allocation models, and does not directly charge clients fees.