Zena Alany is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citigroup and Citibank since 2017 and has prior experience at Kohl's. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, brokerage, and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

John McMahon Jr. is a financial advisor at Rockefeller Financial LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Bank of America, and Rockefeller Capital Management prior to his current role. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including investment banking and alternative investment placements.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Hillary Collins is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and Morgan Stanley. 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, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Gregory Eissner is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network and Eissner Financial. His prior career includes founding Martin, Wardin, & Eissner Financial Group Inc., where he worked for over three decades. He is involved in fixed insurance sales and co-owns several private entities related to advisory and securities businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

Jeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanctuary Advisors and Sanctuary Securities since 2020. Prior to that, he was with Bank of America for nine years and Merrill for 24 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver a range of portfolio management and consulting services using various investment approaches and platforms.

Konstantine Giannoutsos is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning as well as ongoing discretionary management using model and customized portfolios.

Brent Conway is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with both firms since 2012. Outside of his advisory role, he serves as Treasurer for the Knights of Columbus #14156, a church-related nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

John Seo is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Merrill, Destination Wealth Management, and Consilium Wealth Management. Seo holds a Series 66 license and operates out of Danville, CA. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Jeffrey Nichols is a financial advisor at SPC with four years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities LLC since 2013, alongside his role at Hanna Insurance & Financial Solutions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary retirement functions through affiliated entities.

Les Garaventa Jr. is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through his long-standing role as president of Garaventa Accountancy Corporation. He is also a football coach at Northgate High School and manages a cattle ranching operation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuities, supporting discretionary and non-discretionary advisory relationships with robust portfolio construction and monitoring resources.

Eric Swensen is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. He is also an investor in Vista Venture Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.

Parker Landolf is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. His background includes multiple roles at Mercer Global Advisors and prior work at Round Hill Country Club and the University of Redlands. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios and utilizes a variety of investment vehicles including ETFs, index funds, separate account managers, and private funds.

Bora Yucekul is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Allegiant Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

James Knight is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at Adero Partners, LLC, Vista Wealth Management, and The Portola Group Inc. He is also a member of Vista Venture Partners, an investment-related business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sarah Robinson is a Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and has worked previously at Adero Partners, LLC and Hines Warner Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a full range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Phillip Cardinale is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked at Cetera and its predecessor firms since 2005. Outside of his advisory role, he is a partner at Castlerock Insurance Group and serves as a trustee for the Rose McWalters Trust. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Ramshaa Anand is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to Merrill, she worked at AXA Advisors, Fuli Investment, and has experience in other business roles including operating Ramshaa's Driving School, Inc. She is based in Walnut Creek, CA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.