Jennifer Weir is a financial advisor at Hightower Advisors in San Francisco, CA, with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2020, following two years at Schultz Collins, Inc. and a two-year break from the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Jeffrey Nichols is a financial advisor at SPC with four years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities LLC since 2013, alongside his role at Hanna Insurance & Financial Solutions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary retirement functions through affiliated entities.

Les Garaventa Jr. is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through his long-standing role as president of Garaventa Accountancy Corporation. He is also a football coach at Northgate High School and manages a cattle ranching operation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities, supporting discretionary and non-discretionary advisory relationships with robust portfolio construction and monitoring resources.

Erik Ralston is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Duy Tieu is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2016 and previously worked at Citigroup Global Markets from 2012 to 2016. Based in San Francisco, CA, he operates within a firm of 173 advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolio solutions and is notable for its higher assets under management per advisor and its involvement with investment company clients.

Jessa Shirman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she works as a driver for ride-sharing services in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and supports a wide range of investment products, including alternatives and digital assets.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at several firms including LPL Financial and Mariner Independent Advisor Network. Outside of his advisory role, he is an assistant coach for both the men's and women's water polo teams at UC Davis and has a long-term involvement with USA Water Polo as a coach. He is also the owner of DJ EQwip, a business based in Concord, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. Their fiduciary-based model combines client goals and risk tolerances with a range of investment strategies, often implemented through third-party managers and technology solutions.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. Cerity Partners provides customized wealth management and related 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 proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

Edward Pope is a financial advisor with RBC Rochdale, LLC in San Francisco, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Rochdale Investment Management LLC and Rim Securities LLC since 2012. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to build tailored portfolios.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Kenneth Malamud is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and has been with HSBC Bank USA, N.A. since 2016, transitioning to HSBC Securities in 2023. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with multiple program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and partners with affiliated and third-party providers for fund selection and management.

Eric Swensen is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. He is also an investor in Vista Venture Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.

Craige Bertero is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, Columbia Pacific Wealth Management, and CIPW Service Company. He serves as a board member of Proper Voltage, a company that sells industrial-grade batteries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team approach that integrates proprietary strategies with third-party solutions and specialized offerings such as family office and trustee services.

Elton Lai is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo, Morgan Stanley, and Merrill. Outside of his advisory role, he is developing a mobile wellness application that uses AI to analyze meals and assess potential long-term glucose impacts. 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 across a range of securities. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and research tools without discretionary trading authority.

Charles Recchion is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Point Olema Capital Partners and Cambridge Associates LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and implements investments through low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by a range of specialized programs and client education initiatives.

Nicholas Sterling is a CFP® with nine years of industry experience, currently advising at Oppenheimer. His prior roles include positions at JP Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide with Napa Valley Fly Guides. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary approaches. The firm manages equity, balanced, and fixed-income portfolios using asset allocation and manager selection strategies while maintaining custody of client assets.

Vincent Lamarca is a financial advisor with Valic Financial Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, consulting, and brokerage services through its broker-dealer operations.