Mark De Gregorio is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. Prior to joining Mercer in 2024, he worked at RBC Capital Markets for several years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment implementation options alongside financial, retirement, tax, and estate planning services.

Thomas Manning is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to his current role, he worked at New York Life and its affiliated entities. He also operates Bay Rhode Financial and Insurance Solutions, a business involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions delivered through multiple program types within the New York Life affiliate structure.

Michael Malik is a financial advisor at Oppenheimer with 27 years of industry experience. He has held roles at Oppenheimerfunds Distributor Inc and Columbia Management Investment Distributors prior to his current position. Malik is a member of Provisors and BNI, participating in these professional groups outside of his advisory work. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Oppenheimer in 2019, she was self-employed for two years and worked at Everett Graphics for eight years. She is a member of the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in meetings and document signing on a limited basis. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with a unique structure that includes commission-based advisory programs and qualified custodian services.

Andrew Meyer is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work history includes roles at Merrill and Bank of America, N.A. from 2011 to 2025. 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, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Rachel Carr is a CFP® and ChFC® with 11 years of experience in financial services. She is currently with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Yifei Hong is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 license and six years of industry experience. Prior to joining HSBC, Hong worked for J.P. Morgan Securities and Ferrari Silicon Valley. Outside of financial services, Hong is also a book writer. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm employs a multi-model investment process supported by HSBC Global Asset Management and affiliated providers, with a notable focus on non-discretionary, client-directed portfolios.

Parker O'sullivan is a financial advisor at Farther with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sierra Pacific Financial Advisors and Mutual Securities. Farther provides discretionary investment management and related 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 approach using proprietary model portfolios and algorithmic rebalancing, with investment allocations in ETFs, mutual funds, equities, and fixed income.

Courtney Rapa is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. Sanctuary Advisors, LLC offers 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 flexible investment approach through a broad network of independent advisers and employs multiple analytical strategies along with a range of managed account solutions.

Samantha Lee is a CFP® professional with 23 years of industry experience. She is currently an advisor at Citigroup Global Markets, where she has worked since 2018. Prior to that, she was with HSBC Bank USA, N.A. from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Tze Liang Low is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, he is a dog trainer at Kevin's K9 School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 66 and Series 63 credentials and bringing 20 years of industry experience. She has been with HSBC since 2015, holding roles at both HSBC Bank USA, N.A. and HSBC Securities. Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of investment profiles combined with strategic and tactical asset allocation, integrating services from HSBC Global Asset Management and other third-party providers.

Margaret Pierattini is a CFP® professional with 14 years of industry experience. She currently works at Rockefeller Financial LLC, where she has been since 2023. Prior to that, she spent seven years with First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Cottrell Smith is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and three years of industry experience. He previously worked at Wells Fargo and the U.S. Department of the Treasury/Internal Revenue Service. Outside of his advisory role, Smith is involved in real estate and property management through ownership of two related businesses in Oakland, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Kyle Kurahara is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2010 and previously worked at Council Financial and Insurance Services. He serves as president of San Francisco Business Allies, a networking group for business owners, and is a board member of Nihonmachi Little Friends, a local preschool and daycare. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jamie Durrani is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and manages several rental properties in Mill Valley, California. 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 provides a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities across investment banking, insurance products, and alternative investment placements.

Brendan Halick is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials. His background includes roles at HSBC Bank USA NA and HSBC Securities USA Inc, as well as current associate advisor positions supporting senior partners at David White & Associates and Barto Lucas. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients through a range of discretionary and non-discretionary programs that include in-house model portfolios and third-party managers.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, 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 across various investment vehicles.

Tyrone Chow is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Walnut Creek Wealth Management, and Ameriprise Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.

David Walsh is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has held long-term roles at Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc., Royal Alliance Associates Inc., Nylife Securities Inc., and New York Life Insurance Co. Outside of his advisory work, Walsh is the owner of Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.