Robert Mauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, LLC and Napa Valley Wealth Management. 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 allocation investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Jay Wirig is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, Buckingham Asset Management, and PensionOne Advisors. Jay’s background also includes experience with CPA firms and payroll services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of asset classes and strategies, with an extensive network of affiliated service companies and product relationships.

Karl Olof Mills is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, and previously spent 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Jessica Chen is a financial advisor at Mercer Global Advisors Inc. with CFP® and CFA® designations and four years of industry experience. She previously worked at Edward Jones and Califia Investment LLC, among other firms. 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’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and multi-factor tilts, implemented through a range of vehicles including ETFs, mutual funds, and separate accounts.

Alina Sohng is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Griffin Black, Inc., and Cassaday & Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers as appropriate.

Steven Vieira is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at LPL Financial, LLC, Mariner Independent Advisor Network, LLC, Jonestrading Institutional Services, and Cantor Fitzgerald & Co. He is also involved with Mariner Independent Advisor Network as an independent investment advisor firm. Private Advisor Group serves a wide range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by prominent strategists such as Fidelity and BlackRock.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jurika, Mills & Keifer and has been affiliated with Miramonte High School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Cottrell Smith is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and three years of industry experience. He previously worked at Wells Fargo and the U.S. Department of the Treasury/Internal Revenue Service. Outside of his advisory role, Smith is involved in real estate and property management through ownership of two related businesses in Oakland, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

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.