Rita Lee is a PFS™ professional with five years of industry experience, currently serving at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors since 2022. She previously worked for over two decades at Brouwer & Janachowski. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and businesses, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with a focus on client-specific investment profiles and asset allocation, incorporating proprietary quantitative screening, manager selection, and access to alternative investments and private market solutions.

Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Cetera, and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, utilizing model risk profiles to serve diverse client needs.

Alana Yokoyama is a CFP® and Series 66-registered financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She has previously worked at J.P. Morgan Securities, First Republic Investment Management, and LPL Financial. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a diversified range of asset classes, including alternatives such as private equity and digital assets.

Michael De Santis is a CFP® with six years of industry experience, currently serving as a financial advisor at Farther since 2023. Prior to joining Farther, he worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios or bespoke allocations, with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income securities, supplemented by AI tools and advisor judgment.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies and its Private Client Services division since 2019, following four years at SmartBiz Loans. Kilroy is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Keith Gentry is a financial advisor with Citizens Securities, Inc. in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience. His work history includes multiple roles at Citizens Securities, Inc. and Clarfeld. Outside of his advisory work, he plays drums in a band called The Felt. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Gary Garabedian is a financial advisor at William Blair with Series 63 and Series 65 credentials and 50 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has ownership interests in a transportation equipment sales business and a private investment limited partnership. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients, emphasizing active, research-driven management across multiple asset classes.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital Management, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Julian Lam is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Fisher Investments for six years before joining Schwab Wealth Advisory and Charles Schwab in 2017. Outside of his advisory role, he has been involved in Uber Eats delivery services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Mathew Salter is a CFA® charterholder with 11 years of experience in the financial industry. He currently works at Citigroup Global Markets and has held prior roles at Franklin Templeton Financial Services, Legg Mason Investor Services, Riaz Capital, and Cisco Systems. Outside of his financial career, Salter serves as a councilmember for the Town of Ross, CA, where he votes on local government issues. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and employs internal standards and oversight committees to select and monitor investment managers.

Omeed Mahoobi is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and market roles unique to large institutional firms.

Jingliang Wu is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, New York Life Insurance Company, and Industrial and Commercial Bank of China (USA) NA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and collaborates with HSBC Global Asset Management and affiliated providers for fund selection and ongoing portfolio monitoring.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Abram Moudi is a Series 65-credentialed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2025, he worked at Morgan Stanley and the Royal Bank of Canada. He holds a degree from the University of California, Berkeley. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2006, as well as operating his own CPA practice since 1987. In addition to advising, he is a licensed independent insurance agent and provides tax preparation, planning, and business valuation services through his CPA practice. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, incorporating third-party managers and customized strategies across multiple program platforms.

Stephen Florance is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously was with Robertson Stephens Advisors from 2014 to 2017. Cerity Partners provides customized wealth management services to a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach emphasizes client-specific profiles and asset allocation, utilizing proprietary quantitative methods alongside third-party and direct investment strategies, with access to alternative and private market solutions for qualified clients.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. 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 process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.