Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology platforms.

Annie Gottbehuet is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. Her prior work includes a 16-year tenure at TIAA-CREF and roles at Charles Schwab and as a self-employed advisor. She serves on the Finance Committee of Parks California, a nonprofit supporting the state park system. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of investment advisory and planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized programs and integrated service lines.

Diane Garcia Spiegel is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 63 and Series 65 designations. She has experience in the financial industry dating back to 2015, including previous roles at Ginsburg Financial Advisors and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings.

Karena Zhu is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Mariner and has previously worked at firms including Destination Wealth Management, Citi, Morgan Stanley, and HSBC Securities. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Brett Mongeau is a CFP® professional with 10 years of industry experience, currently an advisor at Creative Planning. His prior roles include positions at Aspiriant and John Hancock Advisers. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Tracy Jao is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Simplex Wealth Management, Consilium Wealth Management, Creative Planning, Destination Wealth Management, Charles Schwab, and Merrill. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Adam Zielske is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Procore Technologies. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through over 400 independent advisers, employing multiple analytical approaches and fiduciary standards when advisory agreements are in place.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds the Series 63, Series 66, and Series 65 designations. Her prior experience includes six years at T. Rowe Price Advisory Services, Inc., followed by ten years at Mercer Global Advisors in various roles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private fund platforms, complemented by client education and specialized advisory programs.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Rebecca Wynarczyk is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 65 designation and has worked at multiple firms including Mariner Independent, Financial Planner Group, LLC, and LPL Financial. Outside of her role at Private Advisor Group, she is involved with Financial Planner Group, LLC, providing investment services through Mariner Independent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing a variety of investment strategies and third-party managers.

Amanda Miller is a financial advisor at Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill from 2018 to 2021 and has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of independent advisers and offers services such as portfolio management, retirement plan consulting, and fiduciary advisory.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

Ping Lin is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He has held positions at Charles Schwab since 2022 and previously worked at TD Ameritrade from 2020 to 2022. Lin holds the Series 63 and Series 66 designations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through various account types, delivered by a large network of independent advisers under a fiduciary framework.

Lawrance Johnson is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Securities America Advisors, Brecek & Young Advisors, and Money Concepts Capital Corp. Outside of his advisory work, he is a 50% partner in a business that rents vehicles and event venues. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting large-scale clients and utilizing multiple management platforms.

Gregory Desmond is a CFP® and PFS™ with 26 years of industry experience. He joined Savant Wealth Management in 2026 after founding and leading Desmond Wealth Management, Inc. He also serves as president of Desmond Consulting Group, an accounting firm. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ivan Smirnou is a financial advisor with Cetera Planning Partners in Danville, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Thomas Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Goldman Sachs from 2022 to 2024 and has experience in staffing and education sectors. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.