Ron Guidi is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, Robertson Stephens, Deutsche Bank Securities, and other firms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Stacy Sanders is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, Stacy worked for Coldwell Banker Realty from 2015 to 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, including fee-based hourly advice and co-advisory relationships, with a significant portion of its assets managed on a non-discretionary basis.

Helio Prado is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2007. Based in San Francisco, CA, he advises clients within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Yulia Petrovsky is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Modern Financial Planning, LLC, and Bregante and Company. Creative Planning provides 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.

Clarence Ho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services emphasize asset allocation and investment selection based on proprietary models and research tools, with trades executed only upon client authorization.

Aaron Waxman is a CFP® with 16 years of experience in the financial advisory industry. He currently works at Cerity Partners LLC, where he has been since 2021, and previously spent 11 years at Bingham, Osborn & Scarborough LLC. Outside of his advisory role, he serves as Vice President of Oski Management Inc., a family office managing investment assets, and is a member of the Board of Managers at G2 Insurance Services, Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, tax services, and insurance placement. The firm’s investment approach emphasizes client-specific profiles, quantitative screening, and access to alternative and private market solutions through affiliated businesses and co-investment opportunities.

Mark Immel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Citigroup Global Markets and Citi Private Bank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and derivatives services.

Shuzhen Chen is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., TradeUp Securities, and China International Capital Corporation prior to her current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using proprietary research and standard models, with client trades executed only upon authorization.

Scott Toomasson is a financial advisor with Cerity Partners LLC based in San Francisco, CA. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. Prior to joining Cerity Partners in 2021, he worked at firms including B|0|S, EP Wealth Advisors, Private Capital Management Associates LLC, Merrill, and UBS Financial Services. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and uses a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that incorporates quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Christopher Powers is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Farther Finance Advisors, LLC since 2020 and Farther Securities, LLC since 2026. His prior experience includes six years at Parallel Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Taylor Embury is a CFP® professional at Mercer Global Advisors Inc. in San Francisco, CA, with nine years of industry experience. Prior to joining Mercer in 2026, he worked at Mariner Wealth Advisors and Origin Financial among other firms. He serves as Treasurer on the Blueprint Condominiums HOA Board. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, and offers specialized programs and client education initiatives.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group from 2012 to 2025 and Fisher Investments from 2004 to 2012. Based in San Francisco, CA, he joined Focus Partners Wealth in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Lorna Meyer is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Merrill and Bank of America, N.A., with tenures spanning over two decades each before joining Rockefeller in 2025. Meyer serves as president of the Foundation of the Fine Arts Museums and participates in charitable organizations including the Sovereign Order Knights of St. John and the Museum of Modern Art. 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, including discretionary and non-discretionary solutions across multiple asset classes.

Abbas Khoshnevissan is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Rock & Co LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is a half-owner of the San Francisco Fencer's Club, where he teaches children how to fence. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform, distinguished by its broker-dealer registration and capabilities in placing alternative investment vehicles.

Jacob Block is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Deutsche Bank Securities Inc., Foreside Fund Services, LLC, and Redbrick LMD, LLC. He has been with Citigroup since 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles and arrangements.

Michael Lee is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citibank, NA since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Kiran Ahuja is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services, Morgan Stanley Private Bank, HSBC Securities, and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, operating at a large institutional scale with specialized market roles.