Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

Rodney Rodriguez is a financial advisor with Citigroup Global Markets in Brentwood, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and commercial arrangements.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. 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, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.

James Marchetti is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Prior to joining Rockefeller Financial in 2023, he worked at First Republic Investment Management and First Republic Securities from 2016 to 2023. Outside of his advisory role, he is the owner of High Marks LLC, a real estate business based in Orinda, CA. Rockefeller Financial LLC serves 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 a broad range of investment and insurance services through its Private Advisor model and consolidated investment platform.

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Benjamin Buck is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. Prior to this, he worked for 12 years at J.P. Morgan Securities. Outside of his advisory role, he serves as an officer and director of the Benicia Arsenal Futbol Club, assisting with organizational and operational activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Joshua Erickson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Walnut Creek, California. He has been with Merrill Lynch since 2012, bringing experience in corporate finance and real estate analysis. Prior to joining Merrill Lynch, he worked as a senior financial analyst in real estate for Gap, Inc., and as a Senior Associate at Panattoni Development Company, where he was involved in securing private and institutional equity investments for real estate projects across North America and Europe. Mr. Erickson earned a Bachelor's degree in Economics in 2002 and an MBA in 2006, both from Brigham Young University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Joshua Erickson is an Eagle Scout and enjoys outdoor activities such as hiking, trail running, mountain biking, and backpacking, especially in the Sierra Nevada mountains. He is also actively involved in coaching his children's sports teams. He lives in Moraga, California with his wife, Rachel, their daughter, and three sons.

Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Bank of America, N.A. since 2011 and at Merrill since 2006. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm employs various investment strategies and platforms, serving clients through discretionary and non-discretionary account management while acting as a fiduciary under written agreements.

Jason Guehl is a financial advisor at Creative Planning with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various indexing and tax strategies, while managing approximately $295.6 billion in client assets.

Mark Goyne is a CFA® charterholder currently with Cerity Partners LLC, with two years of industry experience. He previously worked at BNY Mellon, First Bank, and US Trust (Bank of America). Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Joey Hsu is a financial advisor with Commonwealth Financial Network in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth since 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Logan Dunbar is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Bank of America, Merrill, and Nuveen Securities. Prior to his financial services career, he was associated with CGI Group Inc., Julietta Winery, Saint Mary's College of California, and Dunbar Construction. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Lynda Zwack is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Lincoln Investment since 2017, following 23 years at Legend Equities Corporation and over three decades as an independent insurance agent. Zwack also maintains activities in insurance and annuities sales and services long-term care policy renewals. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, integrating strategic and dynamic investment approaches overseen by its Investment Management & Research team.