Scott Lummer is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at The Savant Group. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at its enterprise scale.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Matthew Hlavacek is a CFP® and CFA® with four years of industry experience. He currently works at IEQ Capital, LLC and previously held roles at EPIQ Capital Group, LLC and Northern Trust. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach combines macro and manager research with allocations to liquid and private alternatives, managing approximately $35.4 billion in assets.

Winny Lin is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 2004. Outside of her advisory role, Lin volunteers as a host for a Chinese radio program focused on activities for youth and young adults in the Bay Area. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, including fee-based advice, retirement plan consulting, and variable annuity solutions, with a significant focus on non-discretionary asset management.

Jaclyn Magbitang is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with 11 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Eagle Strategies since 2022. Her prior experience includes roles at Nylife Securities, LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Ian Linford is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC for six years. Linford serves on the investment committees of the Elizabeth F. Gamble Garden and the International School of the Peninsula, both nonprofit organizations in Palo Alto. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a range of liquid strategies, independent managers, and private alternatives.

Lili Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked at firms including HSBC Securities USA Inc., East West Bank, and Silicon Valley Bank. Huang is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research and derivatives services.

James Mccollough is a financial advisor at Oppenheimer in San Francisco, holding a Series 66 credential. He has prior experience as a journalist with the Los Angeles Times and the Pittsburgh Post-Gazette. Outside of his advisory role, he is involved with 25th Street Ventures LLC, a family-managed entity focused on rental property management. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Eshani Patel is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at First Republic Bank for one year and has academic experience from the University of California, Davis. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and placement and investment banking capabilities.

Timothy Humphries is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at Grand-Jean Capital Management from 2005 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sutanto Widjaja is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at Indico Capital LLC for five years and Nuveen Investments for sixteen years. Based in San Francisco, CA, Widjaja has been with Farther since 2024. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory implemented via proprietary model portfolios and algorithmic rebalancing, employing various asset classes including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Derek Ackerman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Focus Partners Wealth, Bordeaux Wealth Advisors, and served in various roles at Santa Clara University, PayPal, and NGINX, Inc. Outside of finance, he was involved with Dackerman Sports LLC for five years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process centers on macroeconomic research and customized Investment Policy Statements, utilizing a blend of liquid strategies, independent managers, and private alternative investments.

Judy Fong is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2014. Outside of her advisory role, she serves as board secretary for Blue Oaks Church, where she records meeting minutes and decisions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, including Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Claire Mc Donald is a financial advisor at Citizens Securities, Inc. in San Francisco, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she was a student for 20 years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.

Lauren Moone is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent eight years at Mirador Capital Partners, LP. Based in San Francisco, CA, she currently advises clients through Farther. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Justin Tao is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, with an emphasis on both strategic and tactical asset allocation.

Spenser Wong is a financial advisor with Eagle Strategies (NY Life) in San Francisco, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as positions outside the financial industry at Philz Coffee and Starbucks Coffee Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides advice and solutions across multiple program types, emphasizing tailored recommendations and maintaining a predominantly non-discretionary asset base.

Westin Richmond is a financial advisor at Citigroup Global Markets with a Series 66 credential and over eight years of experience in the financial industry. His prior roles include positions at First Citizens Bank and Trust Company, Abbot Downing, and Wells Fargo Bank. 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 broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles as a swap dealer and futures commission merchant.

Alexander Jack is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He previously worked at First Republic Investment Management, Inc. from 2016 to 2019 before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Long Tran is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Creative Planning and has held prior roles at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Advisors. 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 offers a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches like direct indexing and tax-loss harvesting.