Richard Perry is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Wells Fargo Clearing, and JP Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shabina Rafiq is a financial advisor at Mariner with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Commonwealth Financial Network and Msec, LLC. Additionally, she is a notary public. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large enterprises.

Pardis Nikzad is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Mariner in 2025, she worked at Lion Street Financial, Ernst & Young, Bank of America, Merrill, and J.P. Morgan. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial wellness tools, utilizing a mix of discretionary, customized portfolios supported by in-house research and third-party managers.

Michelle Brownstein is a CFP® professional with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2023 after previously working at Personal Capital Advisors Corporation from 2016 to 2023 and Empower Advisory Group in 2023. Outside of advisory work, she owns rental property in San Francisco. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management guided by an internal Investment Committee.

Christopher Benz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Ameritas Advisory Services and Ameritas Investment Company since 2023 and is also associated with David White & Associates. Outside of his advisory roles, Benz has experience in consulting and education, including a seven-year tenure at Elite Aesthetics Consulting Co. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan services, and employs model portfolios and third-party sub-advisers, with an emphasis on both discretionary and non-discretionary advice.

Kyle Ryan is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Mariner Wealth Advisors and has previously been with firms including Personal Capital Advisors Corporation and GWFS Equities, Inc. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, with a notable integration of tax and accounting capabilities uncommon in large advisory enterprises.

Kristin Bartlow is a CFP® with 16 years of industry experience, currently affiliated with Hightower Advisors. Her prior experience includes roles at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company. She is the owner of Kristin Bartlow, LLC, a legal business entity. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across various investment vehicles.

Jackson Yelland is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he worked at Wealthspire Advisors and has a diverse background including roles at College Truckers and Salt Creek Grille. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments.

Stephanus Hermanto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at IBM and ongoing involvement with firms such as inheritguard, LLC, where he provides education and support on estate planning issues. Additionally, he assists clients with insurance needs through the Covered California Health Insurance Marketplace. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, combining proprietary and external strategies with an integrated retirement plan ecosystem.

Spencer Haly is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019, following four years at First Republic Investment Management, Inc. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research investment process that includes liquid and private alternative investments.

Wan Chieh Lin is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2015, as well as World Financial Group since 2010. Lin is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

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.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Nolan Parker is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lion Street Financial and Fremont Bank. Nolan has also been involved in managing client relationships related to life insurance through PEAK360 Wealth Management. Integrity Alliance serves a broad client base, offering advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets, with investment approaches that include discretionary accounts, model portfolios, and third-party manager referrals.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Ying Liu is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, she worked with NYLIFE Securities LLC and New York Life Insurance Company, and she has two years of experience at Googain. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Stuart Ashwood is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Mirae Asset Wealth Management (USA) and Four Points Advisors. MAI Capital Management provides a range of investment management and wealth management services to individuals, families, institutional clients, and others. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and ancillary services into client relationships.

Rita Lee is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018, following a long tenure at Citibank NA from 1995 to 2018. Outside of her advisory role, she provides in-home supportive services to a family member. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant services.

Michael Mcdonough is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Principal Securities Inc. since 2010 and founded MK McDonough Financial & Insurance Services in 2019. Outside of advisory work, he is the owner and developer of Mastering Action Plans for Success, a proprietary goal planning system, and serves as a board member for the Alameda Boys and Girls Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.