Graham Wright is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held positions at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved with First Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm is noted for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, providing both advisory and brokerage solutions.

Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc, and Litman Gregory Asset Management, LLC. Outside of her advisory role, she owns a vacation rental property in Dillon Beach. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework and offers a wide range of wealth management and financial services.

Patti May is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Global Financial Private Capital, LLC. In addition to her advisory role, she operates as a self-employed insurance agent focused on the sale of fixed annuities and life insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Evelyn Duka is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Advisors and operates her own business, Kaylyn Financial, which involves sales and service of annuities, health insurance, and life insurance. Additionally, she provides individual tax preparation services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Dennis Culver is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in San Ramon, CA, and has 10 years of industry experience. Prior to joining Ameritas in 2021, he worked at Mutual Securities, Insight Wealth Strategies, Lincoln Financial Advisors, and Ameriprise Financial Services. Outside of his advisory work, Culver is also a reporter for Bay City News, a news wire service. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios and third-party managers.

Anne Garrity is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Voya Financial Advisors and TIAA during her career. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm utilizes third-party advice platforms and models to deliver personalized asset allocations and income forecasts, managing approximately $30.9 billion in discretionary assets as of the end of 2024.

Robert Fink is a financial advisor at Rockefeller Capital Management with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, N.A., and Merrill. Rockefeller Capital Management is an enterprise firm serving a diverse client base with comprehensive wealth management and investment advisory services.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently serves at Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

Nicholas Hengl is a CFP® with nine years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at Dalewood Wealth Management, HFG Advisors (formerly Prime Wealth Management), Fisher Investments, and JP Morgan. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for integrating tax and accounting services alongside its advisory capabilities.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Vantage Point Private Wealth. He is also involved with VPCalCo, LLC, an outside business activity. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Joseph Mclean is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MAI Capital since 2022. Prior to that, he was with Intersect Capital Insurance Services, LLC and INTERSECT CAPITAL LLC (formerly Financial Horizons Wealth Building) from 2014 to 2022. McLean serves as Treasurer for the Gordon Family Giving Foundation, reflecting involvement in philanthropic management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and offers in-house portfolio management alongside third-party sub-advisers, with assets under management totaling $72.3 billion as of May 31, 2026.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

Paul Brownson is a CFA® charterholder with over 10 years of industry experience. He has worked at Capital Group Private Client Services for a decade before joining Mariner in 2026. Brownson is based in Walnut Creek, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses customized discretionary portfolios supported by an Investment Committee and combined in-house and third-party management, with notable integration of tax, accounting, and financial wellness solutions uncommon in firms of its size.

Timothy Kallas is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior work at Golub Group, LLC. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options including ETFs, mutual funds, and separate accounts.

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

Eugene Huang is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Voya since 2016. Outside of his advisory role, he operates as an independent insurance agent, selling fixed insurance and Medicare products. Voya Financial Advisors, Inc. provides a range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers both discretionary and non-discretionary investment programs, utilizing model portfolios and third-party money managers, combined with an active broker-dealer distribution model and an extensive affiliate network.

Mimie Yoon Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp, HighTower Securities LLC, LPL Financial, and Aegis Consulting. She is also the owner of a business called Fly Me to the Yoon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, third-party asset manager access, and both discretionary and nondiscretionary portfolio options.

Stewart Mcguire is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 16 years at Concentric Wealth Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.