Chad Thomas is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase & Co. and J.P. Morgan Securities, Inc. prior to joining Citi Private Advisory LLC and Citigroup Global Markets Inc. in 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Kalyani Chandra is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. Prior to joining Schwab, she worked for the Internal Revenue Service in the Estate & Gift Tax division for sixteen years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Shao Tsung Tseng is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. Prior to joining Independent Financial Group in 2015, he briefly worked at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory role, he is also licensed as a California insurance agent offering various insurance products. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans, providing investment advisory and brokerage services. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring client portfolios based on risk tolerance and ongoing due diligence.

Kevin Ryan is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northern Trust Securities, Inc. and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon at firms of its size.

Michael Fenner is a CFA® charterholder with seven years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Neuberger Berman and Fisher Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and customized Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.

Vianne Schein is a Series 66-licensed financial advisor with two years of industry experience, currently with IEQ Capital, LLC. Her prior experience includes roles at JP Morgan Chase Bank and RBC Capital Markets. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, non-profits, and other entities, with a focus on clients typically having net worth of $10 million or more. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Jon Goldstein is a financial advisor at Cresset Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Goldstein is also involved in winemaking through CV Wine, LLC, where he makes and sells wine. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive implementation, and manager selection across multiple asset classes, including alternatives.

Phillip Campit is a financial advisor at Mariner with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Summitry, LLC, TIAA Financial, EquityBee Securities LLC, Charles Schwab, and Mass Mutual Investors Services. Outside of his advisory work, he maintains a food blog based in San Mateo, California. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide customized portfolios and also delivers integrated tax, accounting, and family office services.

Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Crowdstrike, Conga (Apttus), Google Contract (Infosys), and Symantec (Norton). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Paolo Ferretti is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at Roof, Eidam & Maycock from 2010 to 2017. Creative Planning offers 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Angela Lau is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has been with CitiGroup since 2014 and holds Series 63 and Series 66 licenses. 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 both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and specialized trading activities.

Renvir Gellon is a financial advisor with Schwab Wealth Advisory holding a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., Gellon worked at Morgan Stanley and Fisher Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Isabella Torre is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 66 designation. Prior to joining IEQ Capital, she worked at RBC Capital Markets, LLC and has held roles at the Atlantic Council and Georgetown University's McDonough School of Business. She has also been affiliated with the Council on Foreign Relations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic-driven investment process and offers tailored portfolios including liquid strategies, independent managers, and private alternatives.

Dean Jackson is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities from 2015 to 2023. Outside of his advisory role, Mr. Jackson serves as trustee for two client trust accounts, providing general administrative and fiduciary services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies and emphasizes thorough manager due diligence and ongoing monitoring.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Thomas Mcguirk is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2010. Outside of his advisory work, he owns a commercial crab fishing business, Cowboy Fishing Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, alongside proprietary research and a variety of investment vehicles.

Daniel Dunham is a CFP® and ChFC® affiliated with Cerity Partners LLC, with two years of experience in the financial advisory industry. Prior to joining Cerity Partners, he worked at DWR Wealth Management and has been involved with Dunham Associates CPAs, Inc., an accounting and consulting firm where he assists with tax preparation and representation. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm provides customized wealth management services with an investment approach that integrates client-specific profiles and a combination of proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Isabelle De Andrade Araujo is a CFA® charterholder and holds the Series 65 designation with two years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Checkbook Inc, Stanford University, and Itau Unibanco SA. Outside of her advisory role, she serves as a volunteer member of the Member Programming Advisory Council for the CFA Society of San Francisco, supporting members and community professionals in career goals. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach incorporating both active and passive strategies, customizing portfolios based on client risk tolerance, liquidity, and tax circumstances.