Alejandro Aguilar is a CFA® charterholder with two years of industry experience. He has been with Mercer Global Advisors Inc. since 2023, following an 18-year tenure at American Century Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Logan Didier is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Rockefeller Capital Management and The Gym. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides brokerage, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Lovlean Purewal is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. She has two years of industry experience and has previously worked at Lion Street Advisors, Morgan Stanley, UBS, and DFA of California. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party sub-advisers through various platforms.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

Connor Mc Mahon is a CFP® with two years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has prior experience at Media Wealth, LLC, Adero Partners, LLC, Infinity Financial Services Advisory, Infinity Securities, Inc., and Farmers Insurance. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Aaron Hunter is a financial advisor at Ameritas Advisory Services, LLC with over nine years of experience in the industry. He holds a Series 65 license and has worked at Hunter Tax Associates, Inc., David White & Associates, and Sterck Kulick Oneil. Ameritas Advisory Services provides fee-based investment management and financial planning to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs with multiple portfolio management options, integrating services with its affiliated broker-dealer and investment adviser.

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with David White & Associates since 1990 and has been involved with Ameritas entities since 2006. Lucas is also a partner at BartoLucas LLC and Barto/Lucas Insurance & Financial Services, where he collaborates on group insurance programs and works with the California Judges Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and custom portfolio strategies, supported by affiliated advisers and a firm investment committee.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Zena Alany is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citigroup and Citibank since 2017 and has prior experience at Kohl's. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, brokerage, and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment options and integrated retirement plan services.

John McMahon Jr. is a financial advisor at Rockefeller Financial LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Bank of America, and Rockefeller Capital Management prior to his current role. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including investment banking and alternative investment placements.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Mark Fredenburg is a CFA® charterholder with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management, Inc. and Wells Fargo. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Hillary Collins is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and Morgan Stanley. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Joseph Sims is a CFA® charterholder with 22 years of industry experience, currently an advisor at Mariner Wealth Advisors since 2021. He previously worked for The Savant Group for 17 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Ella Plotkin Oren is a financial advisor with Eagle Strategies (NY Life) based in Berkeley, CA. She holds the Series 66 designation and has one year of industry experience. Her work history includes roles at Eagle Strategies, NYLIFE Securities LLC, TPO Financial & Insurance Services, and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and maintains a predominantly non-discretionary asset base.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.