Dale Hornberger is a financial advisor with Private Advisor Group, LLC and holds 13 years of industry experience. His work history includes roles at Mariner Independent Advisor Network, Douglas & Hornberger, LLP, LPL Financial, and Diablo Tax Professionals, Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives offering access to multiple advisory programs and third-party asset managers.

Rudy Martinez is a CFP® professional with 18 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Eissner Financial. His prior experience includes roles at Wells Fargo Asset Management and Allspring Funds Distributor, LLC. Martinez is co-owner of Martinez & Eissner Operations LLC and owner of Martinez Capital Holdings LLC, both entities related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Tyrone Chow is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Walnut Creek Wealth Management, and Ameriprise Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.

Daniel Tsai is a CFP® currently with Prime Capital Financial, bringing one year of industry experience. His prior roles include five years at Edelman Financial Engines and shorter tenures at RemoteLink Solutions, LLC and LPL Financial. Outside of advising, he is a certified notary. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and specialized retirement plan support, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

Bernard Smit is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, Walnut Creek Wealth Management, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management with both quantitative and fundamental research.

Robert Montierth is a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California. He joined the firm in 2010, bringing prior experience as a third-party administrator of 401(k) and Defined Benefit retirement plans at Pension Specialists, Inc. His expertise focuses on retirement planning for clients in both the accumulation and distribution phases of life. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). Robert earned a bachelor's degree in History with an emphasis on European Economics from Brigham Young University, graduating magna cum laude. He is fluent in French and has additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Robert is involved with the Boy Scouts of America and has served as a missionary for the Church of Jesus Christ of Latter-Day Saints. He currently resides in Danville, California, with his wife Marisa and their three children.

Brittany Oladunjoye is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Rockefeller Financial. 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, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Alejandro Aguilar is a CFA® charterholder with two years of industry experience. He has been with Mercer Global Advisors Inc. since 2023, following an 18-year tenure at American Century Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. 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 employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Logan Didier is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Rockefeller Financial LLC. Prior to his financial career, he was employed at The Gym and has academic experience from the University of Richmond and Epsom College. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates uniquely as a registered broker-dealer providing placement and investment banking services.

Connor Mc Mahon is a CFP® with two years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has prior experience at Media Wealth, LLC, Adero Partners, LLC, Infinity Financial Services Advisory, Infinity Securities, Inc., and Farmers Insurance. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Zena Alany is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citigroup and Citibank since 2017 and has prior experience at Kohl's. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, brokerage, and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

John McMahon Jr. is a financial advisor at Rockefeller Financial LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. McMahon has been with Rockefeller Financial since 2020 and joined Rockefeller Capital Management in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative investments and private funds.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Hillary Collins is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Gregory Eissner is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network and Eissner Financial. His prior career includes founding Martin, Wardin, & Eissner Financial Group Inc., where he worked for over three decades. He is involved in fixed insurance sales and co-owns several private entities related to advisory and securities businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

Konstantine Giannoutsos is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning as well as ongoing discretionary management using model and customized portfolios.