John Cheung Jr. is a CFP® professional with 18 years of industry experience, currently serving as a senior financial planner at Kestra Advisory. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory duties, he is involved with JD Strategic Financial Services, LLC, where he acts as an insurance agent selling life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors.

Matthew Kay is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Ameritas in various capacities since 2006 and also owns an incorporated business, All Planning Phases, providing insurance and financial services. Kay is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, mutual funds, ETFs, and individual securities across multiple platforms, with options such as held-away retirement management and interval fund strategies.

Matthew Dolan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. In addition to his advisory role, he is a licensed insurance agent at David White & Associates, where he has also been active since 2003. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology, to tailor investment solutions for its clients.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Timothy Alford is a CFP® with eight years of industry experience, currently serving at Money Concepts Capital Corp. His prior roles include positions at Consilium Wealth Management and Cetera Wealth Services, as well as operating as a self-employed advisor. Outside of his advisory work, he is employed at NorthPoint Tax, Wealth and Business Advisory, LLP and owns a non-investment-related business, Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and uses a combination of proprietary and third-party portfolio programs, serving clients through a large network of advisors.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Edward Christiansen Jr. is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He is also the owner of Muirwood Private Wealth, a business name under which he conducts advisory operations. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Gregory Warner is a CFP® with 19 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alandra Simmons is a financial advisor at Mariner with three years of industry experience. She holds a Series 65 designation and has previously worked at firms including Halbert Hargrove and R Bar. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Phillip Swenson is a CFP® and holds a Series 66 license with nine years of industry experience. He currently serves as a financial advisor at Mercer Global Advisors Inc. in Walnut Creek, CA. His career includes prior roles at Raymond James Financial Services and Millar Financial Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, and specialized strategies, and supports its clients with educational content and integrated service platforms.

Matthew Traub is a CFP® and CFA® with 12 years of experience in the financial services industry. He currently works at Mariner and has previously held roles at Affinity Capital Advisors, Lyft/Uber, American Summit Financial, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative services uncommon for a firm of its size.

Kelly Trevethan is a financial advisor at Mariner Wealth Advisors with 40 years of industry experience and holds a Series 63 license. His prior experience includes positions at firms such as United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Oppenheimer. Outside of his advisory work, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit organization focused on awarding grants to support at-risk youth in the San Francisco Bay area. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers, with additional capabilities in tax integration and financial wellness services.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.