Monica Foy is a financial advisor at Cerity Partners LLC with a Series 65 designation and experience in the financial services industry beginning in 2024. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of her advisory work, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Jessica Hurd Ensign is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Brouwer & Janachowski for three years and Copeland Insurance for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation and manager selection alongside proprietary and third-party investment approaches and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

Anjali Singh is a CFP® professional with 26 years of industry experience, currently affiliated with Primerica Advisors. She has a background that includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in a pet sitting business and serves as a co-leader of two scout troops in Marin County. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a variety of investment strategies through proprietary and third-party platforms and supports a broad array of financial planning and consulting solutions.

Laurie Gottlieb is a financial advisor at Kestra Advisory with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Banc of America Investment Services. Outside of advisory work, she serves as Secretary for Marin Holistic Health & Acupuncture, Inc., assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms supported by comprehensive due diligence.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Ameritas Advisory Services since 2018 and involvement with Canvas Financial and Boom Planning, where she provides personalized financial planning services for individuals and small businesses. She is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supported by comprehensive portfolio construction and monitoring resources.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 11 years of industry experience. She holds a Series 63 designation and has worked previously at Private Ocean and Mosaic Financial Partners. Schroeder is active in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council for the Center for Reproductive Rights, a board trustee for the Chautauqua Foundation, and as Co-Founder of Electing Women Bay Area. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and centralized oversight.

Amy Blodgett is a CFP® professional with 34 years of industry experience currently serving at Ameritas Advisory Services, LLC. She has held roles at Ameritas since 2006 across various affiliates and has been a partner at Canvas Financial since 2018 and owner of Boom Planning since 2009. Outside of advisory work, she is involved with Boom Planning, providing financial planning services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs, fee-based management of variable annuities, and utilizes multiple custodial platforms, supported by an Investment Committee and third-party partners.

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.

Allison Black is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2024, she worked at Abbrea Capital for nine years. 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 investments, with a focus on customized, diversified portfolios and private market programs.

Anne Golden is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and 44 years of industry experience. Her career includes roles at Rockefeller Capital Management, First Republic, and Republic Securities Co. LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, brokerage services, and investment banking. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary solutions across asset classes.

Michael Blacksburg is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He also serves as principal attorney at Blacksburg Law, a legal practice he has maintained for over 25 years, and has been involved with Continuity Family Business Consulting since 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach.

Kristin Nicholson is a CFP®, CFA®, and Series 63 credentialed financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She previously worked at First Republic Investment Management, Inc. for 19 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Outside of her advisory role, she serves as a mentor and board member for SHE-CAN Global, a nonprofit organization supporting young women from post-conflict countries. 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 a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Adam Lawlor is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in San Francisco, CA. His prior experience includes roles at Citi Private Bank and Legato Capital Management LLC. Outside of financial services, he operates a woodworking business creating and selling cutting boards locally and online. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, utilizing multiple program types ranging from client-directed to fully discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management and rigorous fund due diligence.

Becky Chen is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2025. Outside of finance, she owns a photography business and is involved in local arts advocacy as an event coordinator for SF Advocacy for National Museum for Women in the Arts. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and foundations. The firm offers portfolio management, financial planning, and brokerage services through a private advisor model and a consolidated investment platform.

Rita Abraldes is a financial advisor with Ameritas Advisory Services, LLC in San Francisco, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her background includes roles at Ameritas Investment Corp and 20/20 Capital Management. She is also involved with Boom Planning and Canvas Financial, where she prepares financial plans and manages client communications. 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 variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

James Nakamine is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1995. In addition to his advisory work, he serves as a council member for All Saints Lutheran Church in Novato, CA, overseeing church administration and budgeting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.