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 at Voya Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets, Turner Investments, and OSAIC. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance and Medicare products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-driven tools to implement client investment strategies, offering both advisory and broker-dealer services.

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 Series 66-licensed advisor with Ameritas Advisory Services, LLC and has two years of industry experience. He is also associated with David White & Associates, where he holds a role involving insurance-related activities. 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, offering a range of asset management and financial planning solutions with access to multiple program platforms and third-party technology.

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 (New York Life) based in San Ramon, CA. He holds Series 66 and Series 63 designations and has 10 years of industry experience. Prior to joining Eagle Strategies in 2023, Lee has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of his advisory work, he serves as Secretary of Aceso Healthcare Products, Inc., a family business distributing blood pressure monitors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored advice delivered through multiple program types, operating largely on a non-discretionary basis within an integrated New York Life affiliate structure.

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 at Kestra Advisory with over 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial, Inc., Equitable Advisors, and MSI Financial Services, Inc. Since 2017, she has been providing financial planning services to corporations and individuals through her role as a registered representative. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving a broad range of clients including very large institutional investors.

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.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. Her previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with a focus on tax and fee sensitivity, using a combination of active and passive strategies tailored to clients’ specific circumstances.

Mikel Keifer is a CFA® charterholder with 23 years of industry experience. He is currently with Cerity Partners LLC and was previously with Jurika, Mills & Keifer, LLC for 20 years. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

Amy Knox is a financial advisor at SPC with 12 years of industry experience and holds a Series 66 designation. Her prior work includes roles at 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 individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and supports various account programs such as the SIGMA Managed Account and the Axis Platform wrap offering.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial services industry. He currently serves as an advisor at Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors, Securities America, and Foothill Securities. He is also Vice-President of Omni-Prestige Insurance Services, Inc., where he is involved in the sales and service of life, long-term care, health, and group insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs and investment solutions utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Perlite is a financial advisor at Ameritas Advisory Services, LLC with Series 65 and Series 63 registrations and two years of industry experience. He previously worked at Merrill Lynch, HSBC, and First Republic Bank and is also involved with David White & Associates, focusing on financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

Christian Mccullock is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. His background includes roles in education and real estate, including positions at Saint Mary's College of California and Berkshire Hathaway HomeServices prior to joining GWN Securities. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Andrew Nevin is a ChFC® with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and Brooker Wealth Management, and has held prior roles at Lion Street Advisors, Ameritas Life Insurance Corp., and David White and Associates. Nevin is an owner and partner at PEAK360 Wealth Management, where he manages operations and employee oversight. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of platforms and investment approaches, combining advisory and brokerage capabilities.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.