Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 credential and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven years. 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 a range of investment and placement services through a consolidated investment platform.

Judith Zeigler is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked in various capacities including tax preparation and financial planning services, and since 2024, she has also been involved in pranic healing, coaching others in that practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering strategic asset allocation portfolios and educational support, while acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a risk-based mutual fund investment approach and maintains dual registration as both a broker-dealer and investment adviser.

Timothy Alford is a CFP® professional with eight years of industry experience, currently serving at Money Concepts Capital Corp. He has worked previously at Consilium Wealth Management and operated as a self-employed advisor. Outside of his advisory role, he is an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and the owner of Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CERTIFIED FINANCIAL PLANNER™ practitioner with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with LPL Financial and Mariner Independent Advisor Network during his career. Outside of his advisory roles, he owns an online retail business. Private Advisor Group, LLC serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a variety of advisory programs and third-party asset management platforms.

Mike Barry is a financial advisor at Sanctuary Advisors, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a range of discretionary and non-discretionary investment solutions, supported by a vertically integrated platform and affiliations with international entities.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. 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 employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Edward Christiansen Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. He is also the owner of Muirwood Private Wealth, a business name under which he operates publicly. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors alongside affiliated broker-dealer services.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Gregory Warner is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Alandra Simmons is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Her prior work includes roles at R Bar and Halbert Hargrove. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting capabilities.

Phillip Swenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. His career includes prior roles at Raymond James Financial Services and Millar Financial Group before joining Mercer. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, offering globally diversified portfolios with multi-factor tilts, tax management, and a range of implementation options.

Matthew Traub is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mariner, where he has been since 2022, following roles at Affinity Capital Advisors and financial positions at Lyft and Uber. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Kelly Trevethan is a financial advisor at Mariner with 40 years of industry experience and holds a Series 63 designation. Prior to joining Mariner in 2020, Trevethan worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Girard Securities. Outside of advising, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit supporting at-risk youth in the San Francisco Bay area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by an internal investment committee, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Ameritas Investment Corp. and David White & Associates since 2006 and joined Ameritas Advisory Services in 2021. Outside of advisory work, he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Ian White is a financial advisor at Rockefeller Financial LLC based in Walnut Creek, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Equitable Advisors, LLC and held roles related to research and administration. Ian serves as a board member of SEED Lafayette, a special education enrichment development foundation. 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 a broad range of services including securities transactions, variable insurance products, and investment banking.