Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Hillary Collins is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and Morgan Stanley. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Craig Weinstein is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Laurus Financial Group, Raymond James Financial Services, and LPL Financial. Weinstein is also involved in insurance advisory roles and serves as CEO of Strategic Capital Solutions Wealth Management. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and platform integrations.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Huy Lam is a CFA® charterholder with eight years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2007 to 2020. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction strategies.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Jeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanctuary Advisors and Sanctuary Securities since 2020. Prior to that, he was with Bank of America for nine years and Merrill for 24 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver a range of portfolio management and consulting services using various investment approaches and platforms.

Konstantine Giannoutsos is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning as well as ongoing discretionary management using model and customized portfolios.

Brent Conway is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including long tenures at Guardian Life and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer for the Knights of Columbus #14156, a church nonprofit. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms, offering customized financial planning and consulting solutions.

John Seo is a CFP® with 26 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2025. He previously worked at Simplex Wealth Management for 10 years and Consilium Wealth Management, LLC for 15 years, among other roles. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio solutions.

Jeffrey Nichols is a financial advisor at SPC with four years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities LLC since 2013, alongside his role at Hanna Insurance & Financial Solutions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary retirement functions through affiliated entities.

Les Garaventa Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has a longstanding career in accounting and financial planning, including serving as president of Garaventa Accountancy Corporation since 1985 and maintaining roles with Ameritas entities since 2006. Outside of his advisory work, he has been a football coach at Northgate High School since 2002 and manages a cattle ranching operation. Ameritas Advisory Services, LLC provides 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 investment approaches, including model portfolios and third-party managers, and offers a broad range of financial planning and asset management services.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been associated with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. Pence is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment options and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices to optimize costs and manage potential conflicts of interest through its unique corporate structure.

Timothy Rich is a CFP® professional with 28 years of experience in the financial industry. He currently works with Osaic Advisory Services, LLC and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Financial West Group. Outside of his advisory work, he is a bass player in a musical project called Last One Picked. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, leveraging a combination of fundamental and technical analysis and platform integrations to manage and monitor client strategies.

Eric Swensen is a CFP® professional with 21 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. He is also an investor in Vista Venture Partners. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and financial circumstances.

Justin Bass is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and 13 years of industry experience. He previously worked at TRUE Capital Management for eight years before joining MAI Capital Management in 2022. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administrative services, with reported assets under management of $72.3 billion as of May 2026.

William Evans is a financial advisor with Centaurus Financial, Inc. in Pleasanton, CA, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. Prior to joining Centaurus Financial in 2024, he worked for Farmers Insurance Group and Farmers Financial Solutions for over two decades. Outside of financial services, he also assists as a bartender at Porky’s Pizza Palace, a family-owned restaurant. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm’s advisors offer financial planning, portfolio management, and specialized consulting with both discretionary and non-discretionary arrangements, utilizing a mix of fundamental and technical analysis.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.

Lan Shaw is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. He is currently with Integrated Wealth Concepts LLC and has prior experience at Vision Private Wealth, Vision Financial Planning, Commonwealth Financial Network, and Edward Jones. Shaw is the sole owner of Vision Financial Planning, a private entity involved in securities, advisory, and insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and combines enterprise scale with a range of model and wrap-fee program options.

Roger Lam is a financial advisor with Hightower Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior experience includes roles at Wells Fargo Bank, UBS Financial Services, and founding Lam Trading. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.