Karena Zhu is a CFP® with 12 years of industry experience, currently advising at Mariner since 2026. Her prior roles include positions at Destination Wealth Management, World Financial Group, Citi, Morgan Stanley, HSBC Securities, and JP Morgan Chase. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational capabilities.

Brett Mongeau is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Aspiriant and various entities within John Hancock. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mercer since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles and specialized programs.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Rebecca Wynarczyk is a Series 65 licensed advisor with Private Advisor Group, LLC and has one year of industry experience. She also provides investment services through Financial Planner Group, LLC and Mariner Independent. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who access various custodians, model strategists, and program vehicles to align with client objectives.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent investment adviser representatives and affiliates, offering discretionary and non-discretionary solutions tailored to client goals within a vertically integrated multi-affiliate platform.

Gregory Desmond is a CFP® and PFS™ with 26 years of industry experience. He joined Savant Wealth Management in 2026 after founding and leading Desmond Wealth Management, Inc. He also serves as president of Desmond Consulting Group, an accounting firm. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Thomas Burns is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He joined the firm in 2024 after two years at Goldman Sachs and has prior experience in staffing and education. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services across wealth, trust, and insurance capabilities.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds Series 66 and Series 65 licenses and has been associated with Adero Partners since 2011. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside a broad platform of affiliated service companies and product offerings.

Robert Mauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, LLC and Napa Valley Wealth Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Jay Wirig is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, Buckingham Asset Management, and PensionOne Advisors. Jay’s background also includes experience with CPA firms and payroll services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of asset classes and strategies, with an extensive network of affiliated service companies and product relationships.

Karl Olof Mills is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, and previously spent 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. 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 portfolios.

Jessica Chen is a financial advisor at Mercer Global Advisors Inc. with CFP® and CFA® designations and four years of industry experience. She previously worked at Edward Jones and Califia Investment LLC, among other firms. 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 emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and multi-factor tilts, implemented through a range of vehicles including ETFs, mutual funds, and separate accounts.

Alina Sohng is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Griffin Black, Inc., and Cassaday & Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers as appropriate.

Steven Vieira is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at LPL Financial, LLC, Mariner Independent Advisor Network, LLC, Jonestrading Institutional Services, and Cantor Fitzgerald & Co. He is also involved with Mariner Independent Advisor Network as an independent investment advisor firm. Private Advisor Group serves a wide range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by prominent strategists such as Fidelity and BlackRock.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jurika, Mills & Keifer and has been affiliated with Miramonte High School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.