Kenneth Wong is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer. His prior roles include positions at Guggenheim Partners and Citigroup. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, providing both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

David Zook is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameritas Life Insurance and Ameritas Investment Corp since 2010 and operates an independent insurance agency, David White & Associates, specializing in fixed insurance products. Ameritas Advisory Services serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers managed account programs and fee-based management of variable annuity and life insurance subaccounts, using a combination of risk assessments, model portfolios, and third-party support to align investment strategies with client objectives.

Trinh Tuyen Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. In addition to his advisory role, he is an independent optometrist working on a contract basis and teaches financial education through the Hartland Institute of Financial Education. Tran has been with Transamerica Financial Advisors since 2015 and has prior experience with World Financial Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets under management as of late 2025.

Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Crowdstrike, Conga (Apttus), Infosys (Google contract), and Symantec (Norton). Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Paolo Ferretti is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at Roof, Eidam & Maycock from 2010 to 2017. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Bradley Tarter is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Wealth Group and Ameritas Life Insurance Corp. In addition to his advisory work, he is an independent insurance agent and senior partner at David White & Associates, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory relationships on both discretionary and non-discretionary bases.

Alex Macapagal is a financial advisor with Empower Advisory Group based in East Palo Alto, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Bank of America, Merrill, and Wells Fargo. His background also includes extensive experience in hospitality and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Robert Gascho is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Francisco, CA. He has held roles at Eagle Strategies and New York Life Insurance Company since 2009. Outside of his advisory work, he serves as a board member of the National Foundation for Autism Research, a nonprofit supporting programs for individuals affected by autism. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Kate Keller is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2024. She previously worked at Blakely Financial Services, Inc. and LPL Financial, LLC. Keller retains a nominal share ownership in Blakely Financial Services, which she is in the process of surrendering. 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 discretionary, customized portfolio strategies supported by an internal team and third-party managers, with notable tax and accounting integration uncommon for firms of its size.

Tierney Henderson is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds the Series 65 designation and previously worked as a freelance film producer and served in AmeriCorps. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Isabella Torre is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she held positions at RBC Capital Markets, Atlantic Council, and Georgetown University's McDonough School of Business. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party independent managers, and private alternative investments.

Scott Chen is a financial advisor at Schwab Wealth Advisory with the CFA® designation and a Series 66 license. He has one year of industry experience and previously worked at Empirical Wealth Management, PricewaterhouseCoopers LLP, and other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through asset allocation models and Schwab research tools. The firm operates as an internal advisory unit of Charles Schwab & Co., serving individual clients without discretionary trading authority.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Kim Low is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2017. Her prior experience includes roles at World Financial Group, Inc., Rhema Solutions LLC, and Mountain House High School. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary management options.

Daniel Dunham is a CFP® and ChFC® with two years of experience in financial advising. He is currently with Cerity Partners LLC and previously worked at DWR Wealth Management, LLC. Outside of his advisory role, he is involved with Dunham Associates CPAs, Inc., where he assists with accounting and tax preparation. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers additional services such as retirement plan consulting and access to alternative investments.

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Jack Burns is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Isabelle De Andrade Araujo is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Checkbook Inc, and Itau Unibanco SA. Outside of her advisory work, she volunteers with the CFA Society of San Francisco as a member of the Member Programming Advisory Council. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.