Timothy Talbott is a CFP® professional with 3 years of industry experience, currently serving at Wealthspire Advisors in San Rafael, CA. He has been with Wealthspire Advisors since 2011 and holds a Certified Financial Planner designation. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various investment vehicles.

Mark Fredenburg is a CFA® charterholder with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management, Inc. and Wells Fargo. 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 quantitative and fundamental research.

Colin Drake is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2026. Prior to joining Wealthspire, he worked at Marin Financial Advisors, LLC for eight years and operated Drake Wealth Management for six years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation across multiple asset classes, with both discretionary and non-discretionary portfolio management options.

Joseph Sims is a CFA® charterholder with 22 years of industry experience, currently an advisor at Mariner Wealth Advisors since 2021. He previously worked for The Savant Group for 17 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

Ella Plotkin Oren is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has two years of industry experience with prior roles at NYLIFE Securities LLC, TPO Financial & Insurance Services, and New York Life Insurance Company. Oren’s background includes academic experience at the London School of Economics and Political Science. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Debbie Shaug is a CFP® with six years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. She previously worked at Browuer & Janachowski from 2019 to 2021 and owned A Baby's Place, an online business, from 2002 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Chad Van Den Top is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, BNY Mellon, and Northern Trust. 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 services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed account solutions.

Stephen Kepler is a CFP® with eight years of industry experience, currently serving at Wealthspire Advisors. His prior roles include positions at Private Ocean, Mosaic Financial Partners, and Aspirirant LLC. Wealthspire Advisors serves a wide range of clients including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven process with diversified, institutional-style asset allocation and utilizes both discretionary and non-discretionary portfolio management.

Michael Gold is a financial advisor with Principal Financial Services in San Rafael, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including over 25 years managing Gold Financial & Insurance Services and 10 years with Principal Securities Inc. Outside of his advisory work, he coaches and teaches pickleball. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Timothy Sweeney is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Great Lakes Advisors, Wintrust Investments, and Charles Schwab. He is based in Berkeley, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Brendan Wolf is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Retirement Group LLC, Mass Mutual Life Insurance, and several local organizations including Sonoma State University and Marin Catholic High School. 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 investment approach combining passive and active management supported by an internal Investment Committee.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. 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 solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2026, she held positions at Delegat and various educational institutions, including UC San Diego and Marin Catholic High School. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of late 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

William Hageboeck is a CFP® with 18 years of experience in financial advisory. He is currently with Cerity Partners LLC and has previously worked at Abbrea Capital, LLC, GFO Advisory Services, LLC, and CSI Capital Management Inc. Cerity Partners serves a diverse client base including individuals, families, trusts, foundations, endowments, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, along with access to alternative and private market solutions for qualified clients.

Vincent Lamarca is a financial advisor with Valic Financial Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, consulting, and brokerage services through its broker-dealer operations.

Sergei Perepechenov is a financial advisor with Wealthspire Advisors in San Rafael, CA. He holds a Series 65 credential and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and AMT LLC, along with two years as a self-employed advisor. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations using an institutional-style asset allocation framework and offers services including wealth management, portfolio management, and retirement-plan consulting.

David Wootton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. He previously worked at Equius Partners, Inc. for 11 years before joining Wealth Enhancement Advisory Services. He serves as a board member for Buckelew Programs, Inc., a nonprofit organization based in Novato, CA. 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 a range of financial planning and asset management services, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Richard Boyer is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and has held positions at firms including Empirical Wealth Management, Online Capital Management, Mercer Global Advisors, and Fidelity Brokerage Services. Additionally, he serves as a non-public arbitrator for the Financial Industry Regulatory Authority. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized investment management and financial planning supported by a team that combines in-house research with third-party managers, along with integrated tax and accounting services and specialized family office and employer financial wellness solutions.