Jack Scaff III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Brouwer & Janachowski, LLC for 13 years before joining Cerity Partners Retirement Plan Advisors in 2022. Outside of his advisory work, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Blake Mcginley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes positions at CETERA Advisor Networks LLC and AssetMark Financial Inc. He also has experience outside finance, having worked at Occidental College and All About Poke. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing over $166 billion in client assets. The firm offers customized wealth management services and combines proprietary quantitative methods with direct security selection and access to alternative investments for qualified clients.

Peter Lyon is a financial advisor at Hightower Advisors with 43 years of industry experience. He has held roles at Hightower Advisors since 2008 and previously worked at Morgan Stanley from 1994 to 2008. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Matthew Kenaston is a CFP® with 21 years of industry experience and is currently with Cerity Partners LLC. He previously worked at Blue Oak Capital, Ladenburg Thalmann Asset Management, Wells Fargo Investments, and Morgan Stanley. He also serves as an advisor for OPTO Investments, a fintech platform for traditional alternatives. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services. The firm’s investment approach centers on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Dillon is a financial advisor with Carson Wealth based in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member for Marin MOCA, a museum of contemporary art, where he participates in decisions regarding capital expenditures and educational programs. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios and providing tailored investment solutions with ongoing portfolio oversight and integrated technology support.

William Denler is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate entities. The firm provides financial planning, investment management, and retirement plan advisory services, emphasizing tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Hudson is a CFP® and Series 65-registered financial advisor with 15 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Abbrea Capital, LLC, GFO Advisory Services, LLC, CSI Capital Management Inc, and Tamalpais Wealth Advisors. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. 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.

Craig Mckinlay is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab Wealth Advisory, Craig worked at Blackrock Investments, LLC for 10 years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Independent Financial Group since 2011 and operates Chidlaw Financial, a DBA used for marketing purposes, since 1998. Independent Financial Group, LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning and portfolio management through various platforms. The firm employs both firm- and third-party models to develop client strategies, combining passive and active exposures across standard risk profiles.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background including roles at NewEdge Securities and Mid Atlantic Financial Management, as well as operating his own advisory service for three decades. Outside of his advisory work, he also sells insurance products as a licensed agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and emphasizing due diligence, technology integration, and recent incorporation of artificial intelligence in its operations.

Halley Craig is a CFP® professional with 14 years of industry experience, currently affiliated with Mercer Global Advisors Inc. Prior to joining Mercer in 2026, Halley spent six years working with multiple entities including Cetera Wealth Services, LLC and CWM, LLC dba Carson Partners, and eight years at LPL Financial, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through various investment vehicles and specialized programs.

Megan Lathrop is a CFP® professional with nine years of industry experience. She is currently with Wealthspire Advisors and has previously operated her own financial practice, Finanseer, as well as worked with Vanto Group. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients across various segments, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, supported by centralized due diligence and ongoing client service enhancements.

Meredith Jensen is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, the San Francisco Federal Reserve Bank, and Narvar. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary approaches. The firm uses a structured investment process with multiple risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Justin Hult is a CFA® charterholder with 12 years of industry experience. He currently works at Wealthspire Advisors and was previously with Private Ocean for 15 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement-plan consulting services.

William Bockwoldt is a financial advisor at Wealthspire Advisors with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Private Ocean for 12 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he is the CEO and co-founder of Vibato, LLC, a software and consulting firm focused on internal controls over financial reporting. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, tailored to clients through detailed interviews and ongoing monitoring.

Brent Wolf is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, FSC Securities, and The Retirement Group, LLC. His background includes extensive work as a self-employed insurance broker. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management strategies and offers a range of implementation tools and services through a large advisor network.

Amanda Fox is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Wealthspire Advisors since 2024 and previously spent seven years at Private Ocean, LLC, as well as three years at Social Finance, Inc. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporate and nonprofit clients, using an asset allocation approach modeled on endowments and foundations.