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.

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Lenox Advisors, Mass Mutual Life, and MML Investors Services. He also engages in insurance brokerage activities through Empire Wealth Strategies, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Justin Hult is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is currently with Wealthspire Advisors, where he 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, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized process and emphasizes diversified, institutional-style asset allocation using a variety of investment vehicles.

William Bockwoldt is a financial advisor at Wealthspire Advisors with 12 years of industry experience. He holds a Series 65 designation and 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 specializing in internal controls over financial reporting. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management, investment advisory, and financial planning services. The firm employs an institutional-style, diversified asset allocation approach and provides both discretionary and non-discretionary portfolio management.

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Huimin Jiang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2015. Based in Albany, CA, Jiang holds Series 63 and Series 65 licenses. Outside of financial advising, Jiang is a silent owner of a tea shop, Nomi Tea LLC, located in Albany. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships alongside its institutional-scale operations.

Hoilun Tam is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining HSBC in 2025, he worked at Cetera Investment Services LLC and East West Bank from 2022 to 2025, and at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary investment solutions. The firm employs a five-profile risk model and integrates strategic and tactical asset allocation with due diligence by affiliated and third-party providers, serving a broad range of clients with diverse portfolio management needs.

Chase Phelps is a financial advisor at IEQ Capital, LLC with a Series 65 credential and four years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, LLC and held roles outside of finance at Rockstar Energy and Lariat Lodge Brewing Company. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments through an extensive private-investment platform.

Brent Wolf is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, FSC Securities, and The Retirement Group, LLC. His career also includes over three decades as a self-employed insurance broker. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focusing on quantitative and fundamental analysis.

Amanda Fox is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Wealthspire Advisors since 2024, following a seven-year tenure at Private Ocean, LLC and prior experience at Social Finance, Inc. in a variety of financial roles. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement and centralized investment oversight.

Caroline Weis is a CFP® and CFA® with four years of industry experience. She has been with TIAA-CREF since 2025 and has a long history at TIAA dating back to 2003. Based in San Francisco, CA, she currently serves as a financial advisor within this enterprise firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of point-in-time planning and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Yulia Petrovsky is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Modern Financial Planning, LLC, and Bregante and Company. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Pardis Nikzad is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Mariner in 2025, she worked at Lion Street Financial, Ernst & Young, Bank of America, Merrill, and J.P. Morgan. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial wellness tools, utilizing a mix of discretionary, customized portfolios supported by in-house research and third-party managers.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Lorna Meyer is a financial advisor at Rockefeller Financial LLC with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Meyer serves as a trustee and president of the Foundation of the Fine Arts Museums and is involved in several other nonprofit organizations related to the arts and charitable events in the San Francisco area. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment and insurance products alongside consulting and placement services.

Darren Taggart is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citigroup since 2017, with prior experience at JP Morgan Securities LLC and JPMorgan Chase Bank beginning in 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission services.

Abbas Khoshnevissan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rock & Co LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a half owner of the San Francisco Fencer's Club, where he teaches children how to fence. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, utilizing both in-house and third-party managers, and is notable for its recapitalized ownership structure and its role as a distributor and placement agent for private funds.

Karl Salocks is a CFP® with 12 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Morgan Stanley and several other firms. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers diversified portfolio management and retirement-plan services, employing a discretionary management approach supported by an in-house Investment Committee and a range of analytical tools.

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

John Harty III is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, LPL Financial, and Sterling Bank & Trust. He serves on the advisory board of the Corinthian Yacht Club of San Francisco. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.