Grant Carver is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory roles, he held positions at CliftonLarsonAllen LLP and Sweeney Kovar LLP, and has teaching experience at multiple colleges. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture that blends fundamental and quantitative analysis, with access to various asset classes and affiliated service companies.

Barnaby Levin is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Sasha Zhu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has been with Citigroup Global Markets since 2014. Outside of her advisory role, she is involved in business administration for a restaurant called Little by Little. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and market roles such as swap dealer and futures commission merchant.

Catherine Pitts is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Portola Partners and Brownson Rehmus & Foxworth. Outside of finance, she owns and oversees operations at Dasha Boutique, a jewelry business. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Trevor Lawson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at GWFS Equities and a part-time position as an EMT with AMR/Rural Metro, where he provides emergency medical services. He also occasionally assists with clerical duties at a family roofing company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Thomas Bodin is a CFP® and CFA® with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent nine years at Buckingham Strategic Wealth, LLC. Bodin is based in Palo Alto, CA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering a broad range of wealth services and an extensive network of affiliated service companies.

Leon Baer is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was with First Republic Investment Management, Inc. for two years and spent three years at American University. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, and other entities. The firm offers discretionary SMA management along with family-office and administrative services, OCIO engagements, donor-advised fund support, and assistance with digital asset exposure, employing a centralized macroeconomic research process and multi-phase due diligence in its investment approach.

Jennifer Ellison is a CFA charterholder with 22 years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously spent 20 years at Bingham, Osborn & Scarborough, LLC. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach focuses on asset-allocation driven model portfolios, written investment policy statements, and IPS-based monitoring, managing the majority of assets on a non-discretionary basis.

Eric Kohlmeister is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and several other firms. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory, retirement plan investment management, and various operational supports. The firm manages approximately $41 billion in assets across about 42 advisors and combines enterprise scale with a high client and asset load per advisor.

Joseph Santomieri is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He has held positions at LPL Financial, Royal Alliance Associates, Inc., and Signator Investors. Santomieri also worked for the Milpitas Unified School District for over two decades. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model-based portfolios, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external providers.

Frank Hurley is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Richard Rodriguez is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at firms including LPL Financial, Royal Alliance Associates, and MassMutual Investors Services. Outside of his advisory roles, he has been involved with Diamond Skills Camp for over a decade. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other 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, with a focus on customized, diversified portfolios and private market programs.

Yunyan Zhou is a financial advisor at Citigroup Global Markets with six years of industry experience. Zhou holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank, HSBC Securities, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as swap dealer and futures commission merchant, supporting both discretionary and non-discretionary investment solutions.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 36 years of industry experience and previously worked at LPL Financial for 17 years and the Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm employs a range of analytical approaches and provides access to multiple platforms and services to meet client objectives.

Perry Mikic is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He joined IEQ Capital in 2024 and has prior experience at Cicero Technologies and TBI Financial, among other roles. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through an extensive platform, managing approximately $35.4 billion in assets.

Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.