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 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to this, he worked for 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

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 a Series 65 designation and has worked at Cerity Partners since 2023. Outside of his advisory role, he has been employed at Miramonte High School since 2022. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection.

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.

Ethan Mirador is a financial advisor at Private Advisor Group, LLC with Series 66 credentials. He has been in the industry since 2025 with prior roles including positions at LPL Financial LLC, Diamond Group Wealth Advisors, and experience in higher education and municipal recreation departments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates multiple investment strategies, leveraging technology platforms and third-party managers.

Courtney Rapa is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a flexible investment approach through a broad network of independent advisers and employs multiple analytical strategies along with a range of managed account solutions.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with HSBC and its affiliates since 2015. Outside of her advisory role, Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and offers a range of discretionary and non-discretionary portfolio options.

Brendan Halick is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at firms including HSBC Bank USA NA and Lending Club. He also supports senior partners as an associate advisor at David White & Associates and assists with client reviews through Barto Lucas. 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 utilizes a range of investment options and program platforms, combining firm-developed and third-party models with various securities to tailor portfolios.

Leilah Buker is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Adero Partners, Brighton Jones, and Ferguson Wellman Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tyrone Chow is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Walnut Creek Wealth Management, and Ameriprise Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.