Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

Barbara Chie Leon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She also works as a research scientist at Novartis, focusing on protein interactions. Additionally, she has volunteered with the Leukemia and Lymphoma Society's Team in Training for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Michael Chang Ching Chiu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2021 and has been involved with World Financial Group since 2016. Outside of advisory work, he manages supply chain and purchasing operations as Director of Purchasing at HYVE SOLUTIONS. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model relies on model portfolios and third-party managers, delivering services through multiple platforms including Transamerica ONE and the TFA365 Advisory Program.

Ronald Landess II is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA. He holds Series 65 and Series 63 credentials and began his advisory career in 2025. Prior to this, he spent over 24 years working in the diving and outdoor equipment industry with companies such as Aqualung and American Underwater Products. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Edward Christiansen Jr. is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He is also the owner of Muirwood Private Wealth, a business name under which he conducts advisory operations. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Gregory Warner is a CFP® with 18 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Warner holds Series 63 and Series 65 licenses. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Holly La is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and previously held roles at Matrix Insurance and World Financial Group. In addition to advisory services, she is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses through a large network of advisors and multiple program platforms. The firm’s advisory approach primarily uses model portfolios and third-party managers to implement client strategies.

Alandra Simmons is a financial advisor at Mariner with three years of industry experience. She holds a Series 65 designation and has previously worked at firms including Halbert Hargrove and R Bar. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Daniel Goodman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Sierra Pacific Financial Advisors, LLC, Northwestern Mutual Wealth Management Company, and David J Eisenhauer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, 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.

Phillip Swenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. His career includes prior roles at Raymond James Financial Services and Millar Financial Group before joining Mercer. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, offering globally diversified portfolios with multi-factor tilts, tax management, and a range of implementation options.

Matthew Traub is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mariner, where he has been since 2022, following roles at Affinity Capital Advisors and financial positions at Lyft and Uber. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Kelly Trevethan is a financial advisor at Mariner with 40 years of industry experience and holds a Series 63 designation. Prior to joining Mariner in 2020, Trevethan worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Girard Securities. Outside of advising, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit supporting at-risk youth in the San Francisco Bay area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by an internal investment committee, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Eric Martin is a CFP® professional with 42 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Martin, Wardin & Eissner Financial Group since 1999. His background includes tax preparation services at Martin, Wardin & Eissner Financial Group and ownership involvement in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Linda Adefioye is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Goldman Sachs & Co. LLC, U.C. Berkeley, Visa, LinkedIn, Carta, NerdWallet, The Wharton School, Mastercard, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, direct indexing, and other strategies, supported by specialized advisory services and educational initiatives.

Ian White is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Equitable Advisors, LLC and Wood Mackenzie. He serves as a board member for SEED Lafayette, a special education enrichment development foundation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with an integrated investment platform that offers discretionary and non-discretionary solutions across various asset classes.

Ulku Dogan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Rock & Co LLC and Wells Fargo Clearing, including Wells Fargo Advisors, LLC, from 2014 to the present. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Regan Smith is a CFP® and Series 66-registered advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, Vista Wealth Management, and Annex Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Artz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and OSAIC. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, and compliance. The firm offers various investment solutions such as discretionary model portfolios and personalized indexing options.