David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Craig Mckinlay is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior experience includes a decade at Blackrock Investments, LLC before joining Charles Schwab and subsequently Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-driven approach that empowers clients with final trading decisions while conducting at least annual account reviews.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Independent Financial Group since 2011 and operates Chidlaw Financial, a DBA used for marketing purposes, since 1998. Independent Financial Group, LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning and portfolio management through various platforms. The firm employs both firm- and third-party models to develop client strategies, combining passive and active exposures across standard risk profiles.

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.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

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.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas Investment Corp. and David White & Associates since 2006, and previously with Carillon Investments, Inc. from 2003 to 2006. Samson is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

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.

Halley Craig is a CFP® professional with 14 years of industry experience, currently affiliated with Mercer Global Advisors Inc. Prior to joining Mercer in 2026, Halley spent six years working with multiple entities including Cetera Wealth Services, LLC and CWM, LLC dba Carson Partners, and eight years at LPL Financial, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through various investment vehicles and specialized programs.

Donny Chu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chu has been with Rockefeller Financial LLC since 2020 and joined Rockefeller Capital Management in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 providing securities transactions, variable insurance products, and placement and investment banking services.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates and Adero Partners. Guerra has also held roles outside the advisory industry, including work at Texas State Tubes and Texas State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Meredith Jensen is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, the San Francisco Federal Reserve Bank, and Narvar. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary approaches. The firm uses a structured investment process with multiple risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Sanctuary Securities, Inc. and in real estate and fitness-related roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and multi-strategy investment solutions using both discretionary and non-discretionary approaches.