Christopher Akamine is a CFP® with 17 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2022. He previously worked at Brouwer & Janachowski, LLC for 13 years. Akamine serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce, where he reviews investments and financial budgets. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Steven Ramirez is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Cerity Partners LLC and previously worked at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Harrison Kim is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and in various roles outside of finance, including at Devils Canyon Brewing Company and Vitality Bowls. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens and offers access to private-market investments alongside traditional portfolio management.

Steven Cutcliffe is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Monica Foy is a financial advisor at Cerity Partners LLC with a Series 65 designation and experience in the financial services industry beginning in 2024. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of her advisory work, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. 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 manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Keely Ford is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire Advisors, she worked at Ernest Packaging Solutions and has experience in education at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. 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 manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Jessica Kobaly is a financial advisor at Cerity Partners LLC with a Series 65 designation. She has been in the financial services industry since 2012, previously working at Copeland Insurance and Brouwer & Janachowski before joining Cerity Partners in 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private-market programs for qualified clients.

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.

Laurie Gottlieb is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has worked at Kestra Advisory since 2016 and was previously with UBS Financial Services starting in 2004. Outside of her advisory role, she is involved with Marin Holistic Health & Acupuncture, Inc. as Secretary, assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 10 years of industry experience. She holds a Series 63 designation and has previously worked at Private Ocean and Mosaic Financial Partners. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council at the Center for Reproductive Rights and as a board member of the Chautauqua Foundation. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Allison Black is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2024, she worked at Abbrea Capital for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

Michael Blacksburg is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He also serves as principal attorney at Blacksburg Law, a legal practice he has maintained for over 25 years, and has been involved with Continuity Family Business Consulting since 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach.

James Nakamine is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1995. In addition to his advisory work, he serves as a council member for All Saints Lutheran Church in Novato, CA, overseeing church administration and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Andrew Schumont is a CFP® professional with 20 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Neuberger Berman and Fidelity Investments, including FIDELITY Personal and Workplace Advisors. MAI Capital Management, LLC offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across multiple strategies and provides additional services such as trust administration and insurance through its affiliates.

Sarah Wotherspoon is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Wealthspire Advisors, where she has worked since 2024, following a 15-year tenure at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation with ongoing due diligence and periodic reviews.

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.

William Osher is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He joined Cerity Partners LLC in 2024 after nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.