Shilu Sheng is a CFP® at Creative Planning with one year of industry experience. Prior to joining Creative Planning, Sheng worked at Bank of New York Mellon for seven years and PricewaterhouseCoopers for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Lorna Meyer is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Merrill and Bank of America, N.A., with tenures spanning over two decades each before joining Rockefeller in 2025. Meyer serves as president of the Foundation of the Fine Arts Museums and participates in charitable organizations including the Sovereign Order Knights of St. John and the Museum of Modern Art. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Darren Taggart is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citigroup since 2017, with prior experience at JP Morgan Securities LLC and JPMorgan Chase Bank beginning in 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission services.

Abbas Khoshnevissan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rock & Co LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is half owner of the San Francisco Fencer's Club, where he teaches children how to fence. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across asset classes.

Karl Salocks is a CFP® with 12 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Morgan Stanley and several other firms. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers diversified portfolio management and retirement-plan services, employing a discretionary management approach supported by an in-house Investment Committee and a range of analytical tools.

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Silje Solstad Normann is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Symetra Investment Management, Army & Air Force Exchange Services, and First Choice In-Home Care. She has also worked in various non-financial roles including physical therapy and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

John Harty III is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, LPL Financial, and Sterling Bank & Trust. He serves on the advisory board of the Corinthian Yacht Club of San Francisco. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Minyu Yang is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is also a dual-hatted Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of program types and combines strategic and tactical asset allocation with global fund due diligence to provide both discretionary and client-directed investment solutions.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. 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 customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Rita Lee is a PFS™ credentialed advisor at Cerity Partners LLC with four years of industry experience. She has been with Cerity Partners and its affiliated Retirement Plan Advisors since 2022 and previously worked at Brouwer & Janachowski for 21 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Cetera Investment Services, Cathay Bank, and New England Securities. He also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, selling bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm combines strategic and tactical asset allocation with global fund due diligence to serve a diverse client base through multiple program types.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies and its Private Client Services division since 2019, following four years at SmartBiz Loans. Kilroy is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Jingliang Wu is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank, New York Life Insurance Company, and Industrial and Commercial Bank of China (USA). Wu is based in San Francisco, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm utilizes a structured investment process with multiple risk profiles and combines global asset management expertise with ongoing fund due diligence.

Sean Heyman is a financial advisor at Wealthspire Advisors with six years of industry experience. He previously worked at Merrill from 2018 to 2022 and spent eight years at Digital Engagement before that. Heyman holds the Series 66 designation and is based in San Rafael, CA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains a CPA practice that has been active since 1987. Additionally, he is involved in a family LLC that invests self-directed IRA funds into real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by both discretionary and non-discretionary advisory relationships.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. 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 investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.