Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

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 CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.

William Denler is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Denler is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis 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-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. 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 assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Luca Stash is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds the Series 66 designation and has been with Rockefeller Financial since 2025. Prior to joining the firm, he spent several years in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services, with a client model centered on a consolidated investment platform and personalized portfolio solutions.

Elizabeth Palomeque is a CFP® professional with 23 years of industry experience. She has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2023 and previously was with First Republic Investment Management, Inc. and Trainer Wortham from 2004 to 2023. Outside of her advisory role, she serves as president of a family real estate business, Tranquility, Inc. Rockefeller Financial LLC advises high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with brokerage services and investment banking, using a Private Advisor model supported by a consolidated investment platform.

Craig Mckinlay is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior experience includes a decade at Blackrock Investments, LLC before joining Charles Schwab and subsequently Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-driven approach that empowers clients with final trading decisions while conducting at least annual account reviews.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including operating Chidlaw Financial since 1998 as a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory program platforms and third-party managers.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has been affiliated with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Financial Management, Inc. and operated his own advisory service, Thomas J Birch Financial Advisory Services, for 30 years. Birch also serves as a trustee for his family trust and administers an employee 401(k) plan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence, technology integration, and a combination of in-house and third-party investment strategies.

Catherine Zeballos is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of discretionary and non-discretionary options. The firm’s investment process uses five model risk profiles and integrates asset allocation advice from HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Keri Chan is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Fabio Nunes is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds the Series 66 designation and has previous experience at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, and other firms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options supported by strategic and tactical asset allocation developed with HSBC Global Asset Management. The firm distinguishes itself through its combination of advisory and broker-dealer registrations and its Offshore Spectrum program for qualified non-resident aliens.

Daniel Langon is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2023 and previously held roles at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Before his financial career, he was involved in the construction industry and attended the University of Oregon. 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, and operates as a registered broker-dealer engaged in securities transactions, variable insurance products, placement, and investment banking services.

Halley Craig is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, Halley held roles at Cetera Wealth Services, CETERA Advisor Networks, CWM, LLC dba Carson Partners, Grooms Wealth Management, and LPL Financial. Outside of advisory work, Halley has held operational and administrative roles at affiliated firms, including branch operations manager and administrative assistant. Mercer Global Advisors provides comprehensive investment advisory and planning services to individuals, families, small business owners, and institutional clients. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, supported by specialized services such as retirement plan consulting, tax and estate planning, and family office solutions.

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.

Guoli Rothbaum is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. Rothbaum holds Series 63 and Series 66 licenses and has worked previously at firms including Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, and Goldman Sachs. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm integrates strategic and tactical asset allocation with fund due diligence through affiliated providers, serving a diverse client base with a range of investment risk profiles.

Meredith Jensen is a financial advisor with HSBC Securities (USA) Inc. in Mill Valley, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at the San Francisco Federal Reserve Bank, Narvar, and Morgan Stanley Private Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing several program types ranging from client-directed to fully discretionary portfolios. The firm employs a multi-profile investment approach and collaborates with affiliated and third-party providers for advisory and fund selection services.

Timothy Fiacco is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2025. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2025, and at Merrill from 2009 to 2016. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a range of advisory and placement capabilities.