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.

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.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. His prior firms include LPL Financial, SII Investments, Inc., and T. Rowe Price Advisory Services, Inc. He is a founding member of a B Corporation and owns a marketing DBA called Green Retirement, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment exposures across varied risk profiles.

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.

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.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Amy Knox is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. He also serves as Vice-President of Omni-Prestige Insurance Services, Inc., which provides life, long-term care, health, and group insurance. Additionally, he acts as Co-Trustee on his father's estate for estate planning purposes. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing various third-party platforms and managers.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked with Ameritas Investment Company and Ameritas Advisory Services since 2024 and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers advisory relationships on both discretionary and non-discretionary bases and supports portfolio construction with its Investment Committee and third-party partners.

John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Eagle Strategies and affiliated firms since 2015 and operates Biggr Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Frazier also serves as a board member of the City Surf Project, a San Francisco nonprofit that teaches inner-city youth how to surf. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers most of its assets under management on a non-discretionary basis, serving a diverse client base within the integrated New York Life affiliate structure.