Shabina Rafiq is a financial advisor at Mariner with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Commonwealth Financial Network and Msec, LLC. Additionally, she is a notary public. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large enterprises.

Michelle Brownstein is a CFP® professional with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2023 after previously working at Personal Capital Advisors Corporation from 2016 to 2023 and Empower Advisory Group in 2023. Outside of advisory work, she owns rental property in San Francisco. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management guided by an internal Investment Committee.

Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. 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 approach that incorporates quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Dieuthy Guiley is a CFP® and holds a Series 65 license, currently working at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners, he worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Christopher Benz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He previously worked with Ameritas Investment Company, LLC, David White & Associates, and has entrepreneurial experience with Elite Aesthetics Consulting Co. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Jackson Yelland is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he worked at Wealthspire Advisors and has a diverse background including roles at College Truckers and Salt Creek Grille. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments.

Stephanus Hermanto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at IBM and ongoing involvement with firms such as inheritguard, LLC, where he provides education and support on estate planning issues. Additionally, he assists clients with insurance needs through the Covered California Health Insurance Marketplace. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, combining proprietary and external strategies with an integrated retirement plan ecosystem.

Spencer Haly is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019, following four years at First Republic Investment Management, Inc. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research investment process that includes liquid and private alternative investments.

Bryce Heringer is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Wealth Advisors Group, LLC and LWI Financial Inc. Heringer is based in San Carlos, California. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs and managed account solutions. The firm operates a fiduciary-based advisory model using multiple strategies and technology platforms to assist clients in meeting their financial goals.

Wan Chieh Lin is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2015, as well as World Financial Group since 2010. Lin is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Taylor Embury is a CFP® professional at Mercer Global Advisors Inc. in San Francisco, CA, with nine years of industry experience. Prior to joining Mercer in 2026, he worked at Mariner Wealth Advisors and Origin Financial among other firms. He serves as Treasurer on the Blueprint Condominiums HOA Board. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, and offers specialized programs and client education initiatives.

Emmanuel Romasanta is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 21 years of industry experience, with previous roles at Churchill Management Group and Fisher Investments. Focus Partners Wealth serves individuals, families, family offices, and institutional clients, offering wealth management, investment management, and financial planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Block is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 registrations and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Redbrick LMD, and Foreside Fund Services. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Catherine Pitts is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Portola Partners and Brownson Rehmus & Foxworth. Outside of finance, she owns and oversees operations at Dasha Boutique, a jewelry business. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Kyle Benner is a CFP® professional with three years of industry experience. He currently works at Corient and previously held roles at Ensemble Capital Management and Abbot Downing Wells Fargo. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investment options where appropriate.

Nolan Parker is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lion Street Financial and Fremont Bank. Nolan has also been involved in managing client relationships related to life insurance through PEAK360 Wealth Management. Integrity Alliance serves a broad client base, offering advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets, with investment approaches that include discretionary accounts, model portfolios, and third-party manager referrals.

Micah Miller is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Investment Management, and Pillsbury Winthrop Shaw Pittman, LLP. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and access to both public and private markets.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.