Rocio Derodriguez is a financial advisor at Kestra Advisory with over 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial, Inc., Equitable Advisors, and MSI Financial Services, Inc. Since 2017, she has been providing financial planning services to corporations and individuals through her role as a registered representative. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving a broad range of clients including very large institutional investors.

Joseph Lum is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He currently works at MAI Capital Management, LLC, having joined the firm in 2022 after spending eight years at Financial Horizons-Wealth Building Strategies LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of mid-2026.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. Her previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with a focus on tax and fee sensitivity, using a combination of active and passive strategies tailored to clients’ specific circumstances.

Mikel Keifer is a CFA® charterholder with 23 years of industry experience. He is currently with Cerity Partners LLC and was previously with Jurika, Mills & Keifer, LLC for 20 years. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

Amy Knox is a financial advisor at SPC with 12 years of industry experience and holds a Series 66 designation. Her prior work includes roles at 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 individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as the SIGMA Managed Account and the Axis Platform wrap offering.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial services industry. He currently serves as an advisor at Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors, Securities America, and Foothill Securities. He is also Vice-President of Omni-Prestige Insurance Services, Inc., where he is involved in the sales and service of life, long-term care, health, and group insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs and investment solutions utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. 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 and management.

John Perlite is a financial advisor at Ameritas Advisory Services, LLC with Series 65 and Series 63 registrations and two years of industry experience. He previously worked at Merrill Lynch, HSBC, and First Republic Bank and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

Andrew Nevin is a ChFC® with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and Brooker Wealth Management, and has held prior roles at Lion Street Advisors, Ameritas Life Insurance Corp., and David White and Associates. Nevin is an owner and partner at PEAK360 Wealth Management, where he manages operations and employee oversight. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of platforms and investment approaches, combining advisory and brokerage capabilities.

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 licenses and has previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

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 with Eagle Strategies (NY Life) based in San Ramon, CA. He holds Series 66, Series 65, and Series 63 licenses and has eight years of industry experience. 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. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of 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.

Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.

Marilyn Suey is a CFP® professional with over 22 years of experience in the financial industry. She currently serves as an advisor at Private Advisor Group, LLC and has held roles at firms including LPL Financial and Ogilvie Security Advisors Corporation. In addition to her advisory work, she is an author and speaker, having written the book *36 Quick Tips for Savvy Women*, and serves as President and board member of Blackhawk Country Club as well as a nonprofit board member at Sequoia Living. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that integrates various investment strategies and technology platforms.

Austin Jamati is a CFP® professional at Mercer Global Advisors Inc. in Walnut Creek, CA, with experience at the firm since 2023 and prior work at KPMG. He has a background that includes university-level experience at the University of California, Los Angeles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services as well as financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional specialized services and client education programs.

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.