Brendan Wolf is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Retirement Group LLC, Mass Mutual Life Insurance, and several local organizations including Sonoma State University and Marin Catholic High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management supported by an internal Investment Committee.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Kenneth Malamud is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and has been with HSBC Bank USA, N.A. since 2016, transitioning to HSBC Securities in 2023. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with multiple program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and partners with affiliated and third-party providers for fund selection and management.

Vincent Lamarca is a financial advisor with Valic Financial Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, consulting, and brokerage services through its broker-dealer operations.

Sergei Perepechenov is a financial advisor with Wealthspire Advisors in San Rafael, CA. He holds a Series 65 credential and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and AMT LLC, along with two years as a self-employed advisor. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations using an institutional-style asset allocation framework and offers services including wealth management, portfolio management, and retirement-plan consulting.

David Wootton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. He previously worked at Equius Partners, Inc. for 11 years before joining Wealth Enhancement Advisory Services. He serves as a board member for Buckelew Programs, Inc., a nonprofit organization based in Novato, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Clark Jennison is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. He has worked at CITI Private Bank since 1996. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and maintains in-house research and security-pricing capabilities alongside its institutional-scale operations.

Richard Boyer is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and has held positions at firms including Empirical Wealth Management, Online Capital Management, Mercer Global Advisors, and Fidelity Brokerage Services. Additionally, he serves as a non-public arbitrator for the Financial Industry Regulatory Authority. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized investment management and financial planning supported by a team that combines in-house research with third-party managers, along with integrated tax and accounting services and specialized family office and employer financial wellness solutions.

John Thiel is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Wealthspire Advisors, having joined the firm in 2024. His prior experience includes roles at Private Ocean and Cambridge Investment Research Advisors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trust-administration services, employing a relationship-driven process and diversified, institutional-style asset allocation across multiple investment vehicles.

Susan Leonard is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked at Terra Blue Wealth Management, Glencrest Group, Analysis Group, and Lando & Anastasi. Leonard’s background also includes four years at Bates College. 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 provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Roggenkamp is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Signator Investors, Inc. for one year. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Matthew Smith is a financial advisor with Charles Schwab in San Francisco, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2013 and Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Ali Poswal is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to understand their financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families to maintain trust, reliability, and competency. Ali has accumulated experience in the financial services industry through his previous positions, including Senior Financial Consultant at TD Ameritrade from 2018 to 2022, Financial Consultant at E*Trade from 2016 to 2018, and Assistant Vice President, Private Banking Manager at Technology Credit Union from 2012 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Ali enjoys family activities, exploring food, football, hiking, outdoor adventures, and traveling.

Terrance Feeney is a CFP® with 41 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he owns and operates Terry Feeney Fine Art, a business focused on selling fine art. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Dondero is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, among other firms. In addition to his advisory role, he is employed at PH Tax & Wealth Solutions CPAs, Inc., where he provides accounting and tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Dylan Schoeben is a Series 66-licensed financial advisor with Morgan Stanley in San Rafael, CA, and has eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, he provides astrological readings through his sole proprietorship, offering written reports on birth charts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models in its advisory process.