Matthew Traub is a CFP® and CFA® with 12 years of experience in the financial services industry. He currently works at Mariner and has previously held roles at Affinity Capital Advisors, Lyft/Uber, American Summit Financial, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative services uncommon for a firm of its size.

Kelly Trevethan is a financial advisor at Mariner Wealth Advisors with 40 years of industry experience and holds a Series 63 license. His prior experience includes positions at firms such as United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Oppenheimer. Outside of his advisory work, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit organization focused on awarding grants to support at-risk youth in the San Francisco Bay area. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers, with additional capabilities in tax integration and financial wellness services.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Linda Adefioye is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Goldman Sachs & Co. LLC, U.C. Berkeley, Visa, LinkedIn, Carta, NerdWallet, The Wharton School, Mastercard, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, direct indexing, and other strategies, supported by specialized advisory services and educational initiatives.

Ian White is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Equitable Advisors, LLC and Wood Mackenzie. He serves as a board member for SEED Lafayette, a special education enrichment development foundation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with an integrated investment platform that offers discretionary and non-discretionary solutions across various asset classes.

Ulku Dogan is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Rock & Co LLC and Wells Fargo Clearing. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Regan Smith is a CFP® and Series 66-registered advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He previously worked at Adero Partners, LLC, Vista Wealth Management, and Annex Wealth Management, LLC. 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, third-party managers, and private funds within an enhanced open architecture framework.

Thomas Artz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and OSAIC. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, and compliance. The firm offers various investment solutions such as discretionary model portfolios and personalized indexing options.

Donny Chu is a financial advisor with Rockefeller Financial LLC in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with an integrated set of affiliated capabilities.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates and Adero Partners. Guerra has also held roles outside the advisory industry, including work at Texas State Tubes and Texas State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Prabhjit Hayer is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios.

Jessica Caruso is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. in Walnut Creek, CA. Her entire career has been with Mercer Global Advisors, where she has held various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Julius Elmer Magbitang is a CFP®-designated financial advisor with Eagle Strategies (NY Life), bringing 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Magbitang Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance offerings. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Shaundrea Cordier is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. She has been associated with TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds and acts as adviser to the TIAA Donor Advised Fund.

Jimmy Chow is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 licenses and has six years of industry experience. He has worked at HSBC Bank USA, N.A., and Deutsche Bank in both the U.S. and Hong Kong. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, in addition to his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of discretionary and non-discretionary investment options. The firm uses model risk profiles and a combination of strategic and tactical asset allocation supported by multiple affiliated and third-party providers.

Gary Pollock is a CFP® with 23 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC, having joined in 2024. His prior experience includes roles at J.P. Morgan Securities and First Republic Investment Management. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Huimin Jiang is a CFP® with 11 years of industry experience, currently serving at Citigroup Global Markets since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent owner of a tea shop called Nomi Tea LLC in Albany, California. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and provides a broad set of advisory and brokerage offerings.

Richard Goldstein is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. He previously worked at Goldstein Munger And Associates for 26 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and tax management strategies.

Timothy Wochok is a CFP® professional with 20 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include tenures at The Colony Group, LLC and Buckingham Asset Management, LLC, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.