John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Rory Henderson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. He is also an Investment Advisor Representative of Securities America Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a broad range of investment programs and financial planning services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investments, supported by platform partnerships and institutional capabilities.

Christopher Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He has experience with Wealth Enhancement Group since 2022 and previously worked at Ginsburg Financial Advisors from 2016 to 2022. Based in Oakland, CA, he has one year with his current firm. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active managers with oversight from an internal Investment Committee.

Tammy Plotkin Oren is a financial advisor with Eagle Strategies (New York Life) based in Berkeley, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been affiliated with New York Life and its related entities since 2005 and has operated TPO Financial and Insurance Services since 2009. Outside of her advisory work, she serves as Treasurer and Board Member for UC Berkeley Hillel and is a board member for the Delaware Street HOA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Christopher Akamine is a CFP® with 18 years of experience in the financial services industry. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. His prior experience includes positions at Brouwer & Janachowski, LLC and Morgan Stanley. Outside of his advisory role, he serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services, utilizing a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Steven Ramirez is a CFP®, CFA®, and Series 66-licensed advisor with six years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners serves a broad client base including individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, tax services, and retirement plan consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Harrison Kim is a financial advisor at Cerity Partners LLC with Series 65 and Series 63 licenses and four years of industry experience. His work history includes positions at Charles Schwab & Co., Inc. and involvement with Devils Canyon Brewing Company. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment approach that incorporates both third-party strategies and direct security selection.

Steven Cutcliffe is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC, GFO Advisory Services, LLC, and CSI Capital Management Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, 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 and employs a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Welch is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Oakland, CA. He has three years of industry experience, including roles at BTR Capital Management and The Van Allen Group. 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 process that combines passive and active management, quantitative and fundamental research, and offers a range of financial planning and asset management services.

Robindronath Chatterjee is a financial advisor with GWN Securities Inc. in Oakland, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at the University of California, Los Angeles, and Head-Royce School. He is involved in pension education through the Pension 101 platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Monica Foy is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of financial advisory, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Jessica Hurd Ensign is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previous experience at Brouwer & Janachowski and Copeland Insurance. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of proprietary investment processes and affiliated business platforms.

Anjali Singh is a CFP® with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has held roles at Guardian Life since 2014 and at Park Avenue Securities since 2024. Outside of her advisory work, she co-leads two scout troops and operates a pet sitting business, Call of the Wild. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include access to insurance products and alternative investments.

Laurie Gottlieb is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her career includes positions at UBS Financial Services and Banc of America Securities before joining Kestra. Outside of her advisory role, she serves as Secretary of Marin Holistic Health & Acupuncture, Inc., assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and works with large institutional clients, including sovereign wealth funds.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 11 years of industry experience. She holds a Series 63 designation and has worked previously at Private Ocean and Mosaic Financial Partners. Schroeder is active in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council for the Center for Reproductive Rights, a board trustee for the Chautauqua Foundation, and as Co-Founder of Electing Women Bay Area. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and centralized oversight.

Lawrance Johnson is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Securities America Advisors, Brecek & Young Advisors, and Money Concepts Capital Corp. Outside of his advisory work, he is a 50% partner in a business that rents vehicles and event venues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting large-scale clients and utilizing multiple management platforms.