Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Ankit Shah is a CFP® professional with 20 years of industry experience, currently serving at Mariner Wealth Advisors. His prior work includes roles at Commonwealth Financial Network and Benjamin Wong & Associates. He is also involved in fixed insurance sales conducted under his own name. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services uncommon among large advisory enterprises.

Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Vantage Point Private Wealth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Joseph Mclean is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MAI Capital since 2022. Prior to that, he was with Intersect Capital Insurance Services, LLC and INTERSECT CAPITAL LLC (formerly Financial Horizons Wealth Building) from 2014 to 2022. McLean serves as Treasurer for the Gordon Family Giving Foundation, reflecting involvement in philanthropic management. 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- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and offers in-house portfolio management alongside third-party sub-advisers, with assets under management totaling $72.3 billion as of May 31, 2026.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

Paul Brownson is a CFA® charterholder with over 10 years of industry experience. He has worked at Capital Group Private Client Services for a decade before joining Mariner in 2026. Brownson is based in Walnut Creek, CA. Mariner serves a diverse range of clients, 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 uses customized discretionary portfolios supported by an Investment Committee and combined in-house and third-party management, with notable integration of tax, accounting, and financial wellness solutions uncommon in firms of its size.

Marissa Pattison is a CFP® professional with 11 years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Wells Fargo Clearing, First Republic Securities Company, LLC, and UBS Financial Services Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines customized discretionary portfolios with integrated tax and accounting services, as well as family office and employer financial wellness solutions.

Timothy Kallas is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior work at Golub Group, LLC. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options including ETFs, mutual funds, and separate accounts.

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

Eugene Huang is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance and Medicare products. Voya Financial Advisors serves a diverse client base that includes individuals, institutional clients, and retirement plan sponsors. The firm offers a range of financial planning and portfolio management services through various program structures, primarily providing non-discretionary recommendations.

Mimie Yoon Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp, HighTower Securities LLC, LPL Financial, and Aegis Consulting. She is also the owner of a business called Fly Me to the Yoon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, third-party asset manager access, and both discretionary and nondiscretionary portfolio options.

Stewart Mcguire is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 16 years at Concentric Wealth Management LLC. MAI Capital Management provides investment management, 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 manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Maxwell Michels is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and one year of industry experience. He has been affiliated with Ameritas since 2024 and is also associated with David White & Associates, where he has involvement in insurance-related activities. Outside of his advisory work, Michels has experience with The Nines Baseball. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms while utilizing risk questionnaires and model portfolios to align investments with client objectives.

Alvin Barnett Jr. is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life-related entities since 2012. Outside of his advisory role, he serves as a member of the 100 Black Men of Silicon Valley, a nonprofit focused on mentoring at-risk youth, and is a board member of Silver Creek Valley Country Club. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yuen Han Lee is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to his current role, he has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of advisory work, he serves as secretary for a family business that distributes blood pressure monitors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Krassimire Kirov is a Series 65-licensed financial advisor with three years of industry experience, currently with Mariner in Danville, CA. Her prior work includes roles at Safeway Inc., Welk Resorts Inc., and Champs Sports. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Philip Quitoriano is a CFP® professional with 12 years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Creative Planning, Destination Wealth Management, and Polaris Greystone Financial Group. Mariner Wealth Advisors serves a broad range of clients including high-net-worth individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, utilizing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.

Rocio Derodriguez is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services, LLC since 2017 and previously worked at Centaurus Financial, Inc. Since 2017, she has provided financial planning services to corporations and individuals. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Joseph Lum is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He currently works at MAI Capital Management, LLC, having joined the firm in 2022 after spending eight years at Financial Horizons-Wealth Building Strategies LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of mid-2026.