Maxwell Michels is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including at David White & Associates and Ameritas Investment Company, LLC. Outside of advisory work, he is involved with The Nines Baseball. 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 both in-house and third-party strategies, with an integrated platform that includes affiliate relationships and technology partnerships.

Alvin Barnett Jr. is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life-related entities since 2012. Outside of his advisory role, he serves as a member of the 100 Black Men of Silicon Valley, a nonprofit focused on mentoring at-risk youth, and is a board member of Silver Creek Valley Country Club. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yuen Han Lee is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to his current role, he has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of advisory work, he serves as secretary for a family business that distributes blood pressure monitors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Krassimire Kirov is a financial advisor at Mariner with three years of industry experience and holds a Series 65 designation. His prior work includes roles at Safeway Inc. and Welk Resorts Inc., as well as full-time education from 2013 to 2016. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative CFO capabilities uncommon among large advisory enterprises.

Philip Quitoriano is a CFP® professional with 12 years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Creative Planning, Destination Wealth Management, and Polaris Greystone Financial Group. Mariner Wealth Advisors serves a broad range of clients including high-net-worth individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, utilizing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to 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, separate account managers, private funds, mutual funds, and ETFs.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, institutions, and corporations. 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 portfolio solutions.

Amy Knox is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Marco Bronzini is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Osaic Advisory Services, LLC, joining in 2024 after previous roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. Bronzini also serves as Vice-President of Omni-Prestige Insurance Services, Inc., focusing on life, long-term care, health, and group insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms for portfolio construction and oversight.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at several firms, including Ameritas Investment Company, David White & Associates, First Republic Bank, HSBC, Merrill Lynch, and Thompson Financial Group. He is also engaged in financial planning through David White & Associates. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house models and third-party managers, and integrates services across affiliated broker-dealers and investment advisers.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including BIGGR Wealth Strategies and Insurance Solutions LLC and Frazier Financial & Insurance Services LLC. Frazier serves as a board member of the City Surf Project, a nonprofit that teaches surfing to inner-city high school students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Before joining Rockefeller Financial in 2023, she worked for First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer a range of portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and integrated trust and insurance capabilities.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

James Louchis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Rodney Rodriguez is a financial advisor with Citigroup Global Markets in Brentwood, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and commercial arrangements.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. 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’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.