Shilu Sheng is a CFP® at Creative Planning with one year of industry experience. Prior to joining Creative Planning, Sheng worked at Bank of New York Mellon for seven years and PricewaterhouseCoopers for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Darren Taggart is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, with prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 specialized market roles and arrangements.

Karl Salocks is a CFP® professional with 12 years of industry experience, currently associated with Carson Wealth. His career includes roles at Morgan Stanley, Merrill, Principal Financial Services, and several wealth management firms. Salocks is based in San Rafael, CA. Carson Wealth operates as an enterprise platform serving corporate, institutional, and high-net-worth clients through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.

John Harty III is a financial advisor with Carson Wealth in San Rafael, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Sterling Bank & Trust, Cambridge Investment Research Advisors, and Cetera Advisor Networks. Outside of advising, he serves on the advisory board of the Corinthian Yacht Club of San Francisco. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing tailored investment solutions.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Rita Lee is a PFS™ professional with five years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors since 2022. She previously worked for over two decades at Brouwer & Janachowski. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and businesses, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with a focus on client-specific investment profiles and asset allocation, incorporating proprietary quantitative screening, manager selection, and access to alternative investments and private market solutions.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2006, as well as operating his own CPA practice since 1987. In addition to advising, he is a licensed independent insurance agent and provides tax preparation, planning, and business valuation services through his CPA practice. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, incorporating third-party managers and customized strategies across multiple program platforms.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. 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 investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Ameritas in various capacities since 2007, including his current role at Ameritas Advisory Services since 2021. Additionally, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Laurie Fried is a Certified Financial Planner® with 12 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants, New Leaf Financial Advisory, and Morgan Stanley. Laurie holds the Series 66 and Series 65 licenses. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with direct security selection and access to alternative and private market solutions for qualified clients.

Spence Sarazin is a financial advisor at Mariner with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Mariner, he worked at Bridger Fund Inc, Anderson Roberts Financial Inc, JP Morgan Chase & Co., and First Republic Bank and its securities affiliate. He serves as Junior Board Treasurer for the Boys & Girls Clubs of Northwest San Diego. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, using customized portfolios overseen by an investment committee and supported by internal and third-party managers.

Aimee Hendershott is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Principal Mutual Life Insurance Company, Principal Securities, Inc., and Principal Life Insurance Company. She is also a designated bank officer supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings within Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

M. Scot Lance is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial, Titus Wealth Management, Wells Fargo Clearing, Banc of America Investment Services, and UBS Financial Services. He also maintains a non-variable insurance agent role alongside his advisory work. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Brianna Hasbrook is a Series 65 licensed financial advisor with seven years of industry experience. She has worked at Mariner since 2025 and before that held roles at Defined Financial Planning LLC and Shone Asset Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across a wide range of strategies and provides integrated tax, accounting, and CFO services alongside traditional portfolio management.

Winky Liu is a financial advisor at Cerity Partners LLC with one year of industry experience and a Series 65 credential. Prior to joining Cerity Partners, Liu worked at Brouwer & Janachowski, FCE Benefits, and Creative Food Concepts, Inc. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jeff Ogston is a CFP®-certified financial advisor at Mariner with eight years of industry experience. His prior roles include positions at Gap To Gap Financial and Robert Adams and Associates. He also worked for the West Sonoma County Union High School District for 14 years. Mariner serves a diverse client base including individuals, pension plans, trusts, 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 an internal team and third-party managers, with a notable integration of tax and accounting services uncommon at this firm’s scale.