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.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

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 with Mariner, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at several firms, including Charles Schwab and EquityBee Securities LLC. Outside of finance, he maintains a food blogging activity. Mariner serves a diverse client base through investment management, financial planning, and retirement plan consulting, offering integrated tax and accounting services alongside traditional portfolio management. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with strategies spanning equities, fixed income, alternatives, and digital assets.

Nagarajan Nilakantan is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His background also includes roles in the technology sector at companies such as Crowdstrike, Conga (Apttus), Google (via Infosys), and Symantec (Norton). Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types, with the majority of its assets managed 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.

Alex Macapagal is a financial advisor with Empower Advisory Group based in East Palo Alto, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Bank of America, Merrill, and Wells Fargo. His background also includes extensive experience in hospitality and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

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® with two years of experience in financial advising. He is currently with Cerity Partners LLC and previously worked at DWR Wealth Management, LLC. Outside of his advisory role, he is involved with Dunham Associates CPAs, Inc., where he assists with accounting and tax preparation. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers additional services such as retirement plan consulting and access to alternative investments.

Jack Burns is a Series 65 licensed financial advisor with five years of industry experience. He has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. He also spent four years at the University of Iowa. Jack is currently with IEQ Capital, LLC, an enterprise firm that provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm focuses on client-specific investment strategies supported by centralized macroeconomic research, offering a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternatives and digital assets.