Sheac Yee Lim Hamilton is a financial advisor at Savant Wealth Management with three years of industry experience. She holds a Series 65 designation and previously worked at Parkworth Wealth Management for eight years. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports its advisory services through affiliated accounting, legal, and trust entities.

Michael Pritts is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Corient in Menlo Park, CA, where he has worked since 2025. His prior roles include positions at RBC Capital Markets, LLC, and several financial services firms. He serves as Treasurer and a member of the Executive Committee for the YES Foundation, a nonprofit organization. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management and alternative investment options.

Connor Lightfield is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at Corient since 2023, with prior roles including positions at Portola Partners and academic appointments at Cornell University and The University of Alabama in Huntsville. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Katerina Stern is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at IEQ Capital, LLC since 2021 and previously held roles at West Coast Financial, LLC, Blenders in the Grass, Toyota Financial Services, and the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macroeconomic research with customized Investment Policy Statements and utilizes a mix of liquid investments, third-party managers, and private alternatives.

Eduardo Molina III is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Americor. Outside of financial advising, he has worked part-time in the hospitality industry at Fisherman's Restaurant and Bar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Christian Glomb is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He previously worked at UBS Financial Services for 21 years and has been affiliated with Invesmart entities since 1995. His current role at Sanctuary Advisors began in 2023. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent adviser representatives. The firm provides portfolio management via various managed account programs and employs multiple analytical approaches, acting as a fiduciary when an advisory agreement is in place.

Steven Rehmus is a financial advisor at Corient with 23 years of industry experience. He holds a Series 65 designation and has worked at Corient and Corient Services LLC since 2023. His prior experience includes roles at CIPW Service Company, Portola Partners, BRF Aspen, and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, along with risk management tools and private fund offerings through affiliated platforms.

Sruti Nln is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately 8 years of experience in the banking and wealth management industry. Her career includes roles at Citi Private Bank, CitiBank, and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique institutional roles, including swap dealing and futures commission merchant activities.

Edward Caron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Transamerica since 2015 and has also held roles at BestEdu Inc and Legacy Shields Solutions, Inc. Outside of his advisory work, Caron is involved with the Knights of Columbus, participating in community and church activities. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily delivers investment advice through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Sung Yu Liu is a registered representative with HSBC Securities (USA) Inc. and a Bank Officer at HSBC Bank USA, N.A., holding a Series 66 credential and having 18 years of industry experience. She has worked with HSBC Securities since 2013 and HSBC Bank USA since 2016. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with model risk profiles, offering both client-directed and discretionary portfolio management options.

Kc Corkery is a financial advisor at Corient with 17 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Benjamin Johnson is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Fidelity Investments and Pesta and Pesta Wealth Management. His background includes roles outside of finance, such as teaching positions at Pepperdine University and various schools from 2015 to 2024. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan solutions, employing a discretionary approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Jackson Bussell is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds the Series 66 designation and has previously worked at Pettinelli Financial Partners, LPL Financial, Northwestern Mutual, and ShoreAcres. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Joseph Park is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at First Republic Investment Management, Waypoint Wealth Partners, and First Republic Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence program for manager review and private fund management.

Min Zhu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also the CEO of Lily Fortune Club, a business he has operated since 2022. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers.

Darryl Celkupa is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Charles Schwab, Foreside Funds Distributors LLC, and Matthews International Capital. Outside of finance, he does voiceover work in various media on weekends. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach among enterprise wealth managers.

Kevin Calenzani is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Securities, Credit Suisse Securities, and Raymond James & Associates, as well as a teaching role at Duke Fuqua School of Business. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, non-profits, and other entities. The firm’s investment approach relies on centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that incorporate liquid strategies, third-party Independent Managers, and private alternative investments.