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 career includes roles at Morgan Stanley, UBS Financial Services, and UBS International Inc. before joining Oppenheimer in 2026. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm also maintains custody of client assets and operates commission-based advisory programs alongside its advisory business.

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.

Long Tran is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Creative Planning and has previously worked at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Simon Tryzna is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently a financial advisor at Corient and has previously worked at Palo Alto Wealth Advisors and Clearpath Capital Partners. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jonathan Berrios is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at BOS, ASI, Inc., and Iverbe. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Catherine Layton is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation. She joined the firm in 2024 and has prior experience at Litman Gregory Asset Management, LLC, where she worked for 15 years. Before joining Capital Group, she was involved with the Schurig Center for Brain Injury Recovery. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Michael Mangels is a CFP® professional with 13 years of industry experience. He has worked at Wealthspire Advisors since 2024 and previously spent 13 years at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Eskinder Assefa is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he spent 15 years at DiamondTip LLC. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Pejouhesh manages several rental properties outside of his advisory role. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Paul Bergeron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 15 years of industry experience. He previously worked at The Retirement Group, LLC and LPL Financial. Outside of advisory services, he is involved in mortgage and real estate brokerage through Paul Bergeron Real Estate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, combining passive and active management guided by an internal Investment Committee and quantitative and fundamental research.

Felix Cheng is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has an extensive tenure at Charles Schwab dating back to 1997. Outside of his advisory role, Cheng is involved in several real estate ventures, including partnerships in commercial and residential property holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without exercising discretionary trading authority over client accounts.

Christopher Fisher is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Cresset in 2024, he worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Prior to his finance career, he spent six years at DoorDash and completed his studies at Denison University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across public equities, fixed income, and alternatives.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Gunnallen Financial, Inc. and Piper Sandler & Co. He holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee of his personal living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary management, with a notable share of assets managed on a non-discretionary basis.

Anne Johnston is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. She previously worked at Brouwer & Janachowski LLC for eight years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Kenneth Wong is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer. His prior roles include positions at Guggenheim Partners and Citigroup. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, providing both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and four years of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including investment management, financial planning, and access to alternative investments, with a focus on diversified asset allocation and customized portfolios.

Walter Cranford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets Inc. and Citibank, N.A. since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.