Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

Ping Lin is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory, Ping worked at TD Ameritrade for two years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using Schwab research tools and standard asset allocation models, and does not directly charge clients fees.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through various account types, delivered by a large network of independent advisers under a fiduciary framework.

Lawrance Johnson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is a 50% partner in BLACK DIAMOND EXCLUSIVE LLC, a business involved with vehicle and venue rentals for social events. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting investments with due diligence and serving large institutional clients, including sovereign wealth funds.

Gregory Desmond is a CFP® and PFS™ with 26 years of industry experience. He joined Savant Wealth Management in 2026 after founding and leading Desmond Wealth Management, Inc. He also serves as president of Desmond Consulting Group, an accounting firm. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Thomas Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Goldman Sachs from 2022 to 2024 and has experience in staffing and education sectors. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Focus Partners Wealth, she worked at Adero Partners for 15 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, applying fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Steven Cannatella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of his advisory role, he is involved in fixed insurance and annuity products, including dental and individual health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

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 with Focus Partners Wealth, LLC, holding a Series 65 designation and 21 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Asset Management, Jnjp Certified Public Accountants, and PensionOne Advisors, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Logan Tonsberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and beginning his career in 2026. Prior to joining Wealth Enhancement, he worked at IGT and Aruza Pest Control, and he has an academic background including time at the University of Nevada, Reno. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process integrates diversified risk-class based allocations using both passive and active strategies, with portfolio oversight by an internal Investment Committee.

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. She is currently with Focus Partners Wealth, LLC and has prior experience at Adero Partners, LLC, Griffin Black, Inc., Cassaday & Company, and Wilson Bennett Capital Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Steven Vieira is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Jonestrading Institutional Services, Cantor Fitzgerald & CO., Morgan Stanley, and UBS Financial Services. Vieira also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party strategies.

Susan Schaeffer is a financial advisor with Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked with Merrill Lynch Pierce, Fenner & Smith, Inc. and Bank of America, N.A. for a decade. Schaeffer is a committee member of the Financial Women of San Francisco, where she helps plan networking and professional development events. Sanctuary Advisors, LLC serves a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent advisors. The firm provides portfolio management via multiple account structures and employs various analytical approaches, operating as a fiduciary when advisory agreements are in place.

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.