Brian Wilson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors, managing approximately $126.9 billion in assets. 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 customized, diversified portfolios and a broad set of affiliated capabilities.

Patrick Hagar is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2017 to 2021 and has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Isabella Torre is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she held positions at RBC Capital Markets, Atlantic Council, and Georgetown University's McDonough School of Business. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party independent managers, and private alternative investments.

Scott Chen is a financial advisor at Schwab Wealth Advisory with the CFA® designation and a Series 66 license. He has one year of industry experience and previously worked at Empirical Wealth Management, PricewaterhouseCoopers LLP, and other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through asset allocation models and Schwab research tools. The firm operates as an internal advisory unit of Charles Schwab & Co., serving individual clients without discretionary trading authority.

Kyle Baker is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds the Series 66 designation and has two years of industry experience. His prior work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm utilizes a structured investment process with multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence through affiliated providers.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Kim Low is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2017. Her prior experience includes roles at World Financial Group, Inc., Rhema Solutions LLC, and Mountain House High School. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary management options.

Jordan Powell is a CFA® charterholder with 16 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at UBS Financial Services Inc for nine years. Powell holds Series 63 and Series 65 licenses. 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 a range of portfolio management and financial planning services, operating with a broker-dealer structure that also offers variable insurance products, placement, and investment banking services.

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Maria Lara is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Fidelity Investments and also holds a concurrent role as a Bank Officer at HSBC Bank USA, N.A., collaborating on bank-related products and services alongside her duties as a registered representative. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management teams and offers specialized programs such as the Offshore Spectrum for qualified non-resident clients.

Jack Burns is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Jeremy Niederstadt is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Merrill and Bank of America, N.A. before joining Sanctuary Advisors, LLC in 2020. He serves on a homeowners association board, handling recording of voting results and board meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting solutions, employing multiple analytical approaches and maintaining a fiduciary standard when a written advisory agreement is in place.

Juli Rahill is a financial advisor at Kestra Advisory with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and JPMorgan Chase Bank NA. Outside of her advisory role, she is associated with an investment partnership that focuses on small and mid-size private businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from private investors to sovereign wealth funds.

Joseph Matthews is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked at Farther Finance Advisors since 2019. Prior to that, he spent three years at ForUsAll and is also a cofounder and board member of Essmart Global Inc., a company involved in distributing technology products in Southern India. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model portfolios with algorithmic rebalancing and employing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Sterling Moore is a financial advisor with CIBC Private Wealth Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at CIBC World Markets Corp., Orion Portfolio Solutions, and Brinker Capital. Outside of finance, he owns and operates two beekeeping businesses, Lollipop Honey Company and S&C's Honey Bees. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and family office services. The firm combines an internal investment team with external managers and governance committees to create customized investment solutions, managing approximately $67.8 billion in assets across 175 advisors.

Michele McMahon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Michele is involved as a referee for youth basketball and volleyball games with the Catholic Youth Organization and operates a scoreboard at University of San Francisco athletic events. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Hoskins is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments. The firm conducts annual financial reviews and planning discussions while leaving final trading decisions to clients.

John Caldwell is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously spent three years at Investment Advisers Inc. based in San Francisco, CA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves a collaborative process between internal teams and committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.