Daniel Tsai is a CFP® currently with Prime Capital Financial, bringing one year of industry experience. His prior roles include five years at Edelman Financial Engines and shorter tenures at RemoteLink Solutions, LLC and LPL Financial. Outside of advising, he is a certified notary. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and specialized retirement plan support, employing a range of investment strategies and maintaining an affiliated tax advisory subsidiary.

David Denison is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2017 and operates Denison Financial and Insurance Services, which brokers non-registered insurance products and offers New York Life products and services. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Bernard Smit is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, Walnut Creek Wealth Management, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management with both quantitative and fundamental research.

Ashweene Hassan is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2023 to 2025. His background also includes roles in education at institutions such as Rochester Institute of Technology and Lahore Grammar School. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs both discretionary and non-discretionary strategies, supported by a network of independent advisors and affiliated broker-dealer services.

Steven Durk is a financial advisor at Hightower Advisors with 19 years of industry experience. He has held roles at Frontier Investment Management Co. and has been involved with Durk Family Outdoor Ventures, LLC, a family-owned business related to hunting and outdoor activities. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Montierth is a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California. He joined the firm in 2010, bringing prior experience as a third-party administrator of 401(k) and Defined Benefit retirement plans at Pension Specialists, Inc. His expertise focuses on retirement planning for clients in both the accumulation and distribution phases of life. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). Robert earned a bachelor's degree in History with an emphasis on European Economics from Brigham Young University, graduating magna cum laude. He is fluent in French and has additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Robert is involved with the Boy Scouts of America and has served as a missionary for the Church of Jesus Christ of Latter-Day Saints. He currently resides in Danville, California, with his wife Marisa and their three children.

Brittany Oladunjoye is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Rockefeller Financial. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Alejandro Aguilar is a CFA® charterholder with two years of industry experience. He has been with Mercer Global Advisors Inc. since 2023, following an 18-year tenure at American Century Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. 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 employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Logan Didier is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Rockefeller Financial LLC. Prior to his financial career, he was employed at The Gym and has academic experience from the University of Richmond and Epsom College. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates uniquely as a registered broker-dealer providing placement and investment banking services.

Lovlean Purewal is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. She has two years of industry experience and has previously worked at Lion Street Advisors, Morgan Stanley, UBS, and DFA of California. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party sub-advisers through various platforms.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

Connor Mc Mahon is a CFP® with two years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has prior experience at Media Wealth, LLC, Adero Partners, LLC, Infinity Financial Services Advisory, Infinity Securities, Inc., and Farmers Insurance. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Aaron Hunter is a financial advisor at Ameritas Advisory Services, LLC with over nine years of experience in the industry. He holds a Series 65 license and has worked at Hunter Tax Associates, Inc., David White & Associates, and Sterck Kulick Oneil. Ameritas Advisory Services provides fee-based investment management and financial planning to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs with multiple portfolio management options, integrating services with its affiliated broker-dealer and investment adviser.

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with David White & Associates since 1990 and has been involved with Ameritas entities since 2006. Lucas is also a partner at BartoLucas LLC and Barto/Lucas Insurance & Financial Services, where he collaborates on group insurance programs and works with the California Judges Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and custom portfolio strategies, supported by affiliated advisers and a firm investment committee.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Zena Alany is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citigroup and Citibank since 2017 and has prior experience at Kohl's. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, brokerage, and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

John McMahon Jr. is a financial advisor at Rockefeller Financial LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. McMahon has been with Rockefeller Financial since 2020 and joined Rockefeller Capital Management in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative investments and private funds.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Hillary Collins is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.