Steven Melen is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. In addition to his advisory work, Mr. Melen manages a landscaping company, Peony Consulting LLC, where he helps coordinate projects and assists with private residential gardens. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by advanced technology platforms.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Before joining Rockefeller Financial in 2023, she worked for First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer a range of portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and integrated trust and insurance capabilities.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Vanessa Jilot is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as Managing Member of Terra Blue Wealth Management. Her prior experience includes nine years at Ameriprise Financial Services. Outside of her advisory work, she is a co-owner of Lagunitas General Store, a general store in Lagunitas, California. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, compliance, and practice-management support while offering diverse investment solutions including discretionary model portfolios and personalized indexing options.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Tammy Plotkin Oren is a financial advisor with Eagle Strategies (New York Life) based in Berkeley, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been affiliated with New York Life and its related entities since 2005 and has operated TPO Financial and Insurance Services since 2009. Outside of her advisory work, she serves as Treasurer and Board Member for UC Berkeley Hillel and is a board member for the Delaware Street HOA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.

Christopher Akamine is a CFP® with 17 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2022. He previously worked at Brouwer & Janachowski, LLC for 13 years. Akamine serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce, where he reviews investments and financial budgets. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Steven Ramirez is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Cerity Partners LLC and previously worked at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

James Marchetti is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC from 2016 to 2023. Outside of advising, he owns High Marks LLC, a real estate business in Orinda, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

Eli Sakov is a Series 65-licensed financial advisor with PlanMember Securities Corporation, based in Berkeley, CA. He has no prior industry experience but has been involved in technology and insurance-related consulting and entrepreneurship since 2018. Sakov is the founder and operator of Better Leads, Inc., a software company focused on developing tools for insurance lead identification and data management. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education, personalized retirement planning, and support services to plan sponsors and participants.

Vernon Yu is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. Prior to joining Hightower Advisors in 2023, he worked for Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on customized portfolio construction and proprietary research.

Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.

Scott Sprague is a CFP® with 37 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held previous roles at LPL Financial, Mariner Independent Advisor Network, and CETERA Advisor Networks. He also manages Sprague Wealth Solutions, an investment-related business focusing on non-variable insurance products. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to multiple advisory programs and third-party asset managers through a network of investment adviser representatives.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Benjamin Buck is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. Prior to this, he worked for 12 years at J.P. Morgan Securities. Outside of his advisory role, he serves as an officer and director of the Benicia Arsenal Futbol Club, assisting with organizational and operational activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Harrison Kim is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and in various roles outside of finance, including at Devils Canyon Brewing Company and Vitality Bowls. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens and offers access to private-market investments alongside traditional portfolio management.