Stewart Mcguire is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 16 years at Concentric Wealth Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Maxwell Michels is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including at David White & Associates and Ameritas Investment Company, LLC. Outside of advisory work, he is involved with The Nines Baseball. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party strategies, with an integrated platform that includes affiliate relationships and technology partnerships.

Alvin Barnett Jr. is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life-related entities since 2012. Outside of his advisory role, he serves as a member of the 100 Black Men of Silicon Valley, a nonprofit focused on mentoring at-risk youth, and is a board member of Silver Creek Valley Country Club. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yuen Han Lee is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to his current role, he has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of advisory work, he serves as secretary for a family business that distributes blood pressure monitors. 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 advisors and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Krassimire Kirov is a financial advisor at Mariner with three years of industry experience and holds a Series 65 designation. His prior work includes roles at Safeway Inc. and Welk Resorts Inc., as well as full-time education from 2013 to 2016. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative CFO capabilities uncommon among large advisory enterprises.

Rocio Derodriguez is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services, LLC since 2017 and previously worked at Centaurus Financial, Inc. Since 2017, she has provided financial planning services to corporations and individuals. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Joseph Lum is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He currently works at MAI Capital Management, LLC, having joined the firm in 2022 after spending eight years at Financial Horizons-Wealth Building Strategies LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of mid-2026.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. 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 and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. He also serves as Vice-President of Omni-Prestige Insurance Services, Inc., which provides life, long-term care, health, and group insurance. Additionally, he acts as Co-Trustee on his father's estate for estate planning purposes. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing various third-party platforms and managers.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at several firms, including Ameritas Investment Company, David White & Associates, First Republic Bank, HSBC, Merrill Lynch, and Thompson Financial Group. He is also engaged in financial planning through David White & Associates. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house models and third-party managers, and integrates services across affiliated broker-dealers and investment advisers.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

Andrew Nevin is a ChFC® with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and Brooker Wealth Management, and has held prior roles at Lion Street Advisors, Ameritas Life Insurance Corp., and David White and Associates. Nevin is an owner and partner at PEAK360 Wealth Management, where he manages operations and employee oversight. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of platforms and investment approaches, combining advisory and brokerage capabilities.

Parth Parikh is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 66 and Series 63 licenses and one year of industry experience. He has worked at several financial institutions including Bank of America, Merrill, and Wells Fargo. Parikh also owns a technology business, Parikh Brothers and Associates, where he manages operations and daily activities. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary portfolio options supported by a global asset management approach.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

James Louchis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Denny Tsuei is a financial advisor at HSBC Securities (USA) Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at HSBC Bank USA, N.A. and several other firms, including Citigroup and TD Ameritrade. Outside of his advisory role, he serves as a bank officer at HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm employs a structured investment process based on model risk profiles and utilizes affiliated asset management and fund due diligence services.

Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.

Marilyn Suey is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked with firms including Mariner Independent Advisor Network, LPL Financial, and Managed Economics. Outside of advisory work, she is an author and speaker, having written the book "36 Quick Tips for Savvy Women," and serves as president and board member of Blackhawk Country Club as well as a nonprofit board member for Sequoia Living. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary investment programs.