Peter Lyon is a financial advisor at Hightower Advisors with 43 years of industry experience. He has held roles at Hightower Advisors since 2008 and previously worked at Morgan Stanley from 1994 to 2008. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Joseph Kuo is a CFP® with 10 years of industry experience and currently works at Farther. He has held roles at Financial Life Focus, Family Wealth Consultants, Abundance Wealth Planning, and Griffin Black. Kuo is an adjunct professor at Golden Gate University and is the founder of Abundance Life Planning, where he coaches and teaches workshops. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile, and in-person platforms. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Adrian Fadrhonc is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked for Ashfield Capital Partners LLC from 2012 to 2022. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Aileen Braga is a financial advisor at Cresset Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities, First Republic Investment Management, and Saratoga Research & Investment Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets across a diverse client base, offering services that include portfolio management, wealth planning, private fund advisory, and family office services. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Ridhima Chadha is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase, J.P. Morgan Securities, HSBC Securities, and Indusind Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in its program, relying on Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm handles trades with client authorization and serves a large client base using a platform that combines proprietary research and third-party money management.

John Crowther III is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at True Capital Management, LLC and Tiedemann Advisors, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealing, and futures commission merchant activities.

Matthew Kenaston is a CFP® with 21 years of industry experience and is currently with Cerity Partners LLC. He previously worked at Blue Oak Capital, Ladenburg Thalmann Asset Management, Wells Fargo Investments, and Morgan Stanley. He also serves as an advisor for OPTO Investments, a fintech platform for traditional alternatives. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, offering customized wealth management services. The firm’s investment approach centers on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Evor Vattuone is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther, he spent 21 years at Aspire Planning Associates, Inc. He holds Series 65 and Series 66 licenses. Farther provides discretionary investment management and advisory services mainly to individuals, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools to assist advisors within a controlled framework.

Bradley Dillon is a financial advisor with Carson Wealth based in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member for Marin MOCA, a museum of contemporary art, where he participates in decisions regarding capital expenditures and educational programs. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios and providing tailored investment solutions with ongoing portfolio oversight and integrated technology support.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

William Denler is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate entities. The firm provides financial planning, investment management, and retirement plan advisory services, emphasizing tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily for high-net-worth individuals and charitable organizations, using a long-term, research-driven approach and a multi-manager “Capital System” to manage client portfolios through a variety of investment vehicles including separately managed accounts and pooled funds.

David Hudson is a CFP® and Series 65-registered financial advisor with 15 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Abbrea Capital, LLC, GFO Advisory Services, LLC, CSI Capital Management Inc, and Tamalpais Wealth Advisors. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.