Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Jay Wirig is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 21 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Asset Management, Jnjp Certified Public Accountants, and PensionOne Advisors, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Logan Tonsberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and beginning his career in 2026. Prior to joining Wealth Enhancement, he worked at IGT and Aruza Pest Control, and he has an academic background including time at the University of Nevada, Reno. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process integrates diversified risk-class based allocations using both passive and active strategies, with portfolio oversight by an internal Investment Committee.

Scott Kelley is a financial advisor with Integrity Alliance, LLC, holding a ChFC® designation and regulatory Series 63 and 66 licenses. He has 35 years of industry experience, including prior roles at Brooker Wealth Management, Lion Street Advisors, PEAK360 Wealth Management, and Ameritas Life Insurance Corp. He is also an independent insurance agent. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services using various investment approaches, supported by multiple platforms and third-party managers.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Estes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he was involved in various roles including ownership of an airport transportation business and officiating as a basketball referee for over a decade. He also works with David White & Associates in a financial professional capacity. Ameritas Advisory Services 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 offers a range of asset management and consulting services through multiple program platforms, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities.

Sharon Lin is a CFA® charterholder and Series 63 licensee with five years of industry experience. She is currently an advisor at Eagle Strategies (NY Life) and has held various roles within New York Life-affiliated entities since 2019. Outside of her financial career, she works as an independent voiceover contractor. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis.

Karl Olof Mills is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, and previously spent 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. 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.

Anh Vong is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and currently based in San Ramon, CA. Anh has no prior industry experience but has held roles at LPL Financial, Equitable Advisors, and several other organizations since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using a combination of discretionary and non-discretionary services and multiple third-party strategists.

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Jessica Chen is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and has previously worked at Edward Jones, Califia Investment LLC, ABD, and Aon. Chen holds licenses for life, variable life, accident, and health insurance and is also involved in insurance sales. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory through globally diversified, risk-appropriate portfolios using a combination of ETFs, index funds, separate accounts, and private funds, and offers specialized programs and tax-managed options.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

Alina Sohng is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, Griffin Black, Inc., Cassaday & Company, and Wilson Bennett Capital Management Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Steven Vieira is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Jonestrading Institutional Services, Cantor Fitzgerald & CO., Morgan Stanley, and UBS Financial Services. Vieira also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party strategies.

Susan Schaeffer is a financial advisor with Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked with Merrill Lynch Pierce, Fenner & Smith, Inc. and Bank of America, N.A. for a decade. Schaeffer is a committee member of the Financial Women of San Francisco, where she helps plan networking and professional development events. Sanctuary Advisors, LLC serves a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent advisors. The firm provides portfolio management via multiple account structures and employs various analytical approaches, operating as a fiduciary when advisory agreements are in place.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jurika, Mills & Keifer and has been affiliated with Miramonte High School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Amir Barar is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, Merrill, and Morgan Stanley. Barar is also a licensed real estate agent and serves as CEO of a support company that partly owns Laurus Financial Group, a DBA of Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services, supported by a network of approximately 286 advisors.