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.

Felix Cheng is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Schwab and its related entities since 1997, including 14 years specifically at Schwab Wealth Advisory. Outside of his advisory role, Cheng is involved in managing inherited commercial real estate holdings through a family company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research, with trades executed only upon client authorization.

Melody Suehiro is a CFP® professional with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following positions at Galileo Planning Group and BNY Mellon. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Chad Thomas is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase & Co. and J.P. Morgan Securities, Inc. prior to joining Citi Private Advisory LLC and Citigroup Global Markets Inc. in 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

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.

John Scarborough is a financial advisor at Corient with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Barclays Capital Inc. for six years and was a founding partner of Summit Trail Advisors LLC and Summit Trail Securities, LLC. Scarborough serves in various roles for certain client trusts affiliated with his prior firm. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Michael Fenner is a CFA® charterholder with seven years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Neuberger Berman and Fisher Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and customized Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.

Vianne Schein is a Series 66-licensed financial advisor with two years of industry experience, currently with IEQ Capital, LLC. Her prior experience includes roles at JP Morgan Chase Bank and RBC Capital Markets. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, non-profits, and other entities, with a focus on clients typically having net worth of $10 million or more. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative 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.

Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Crowdstrike, Conga (Apttus), Google Contract (Infosys), and Symantec (Norton). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

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.

Gary Lenhart is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he operates Gary Lenhart Photography, where he takes and sells photographs, and is a member of My Pet Food Tray LLC, a retail business selling pet food trays online. Citigroup Global Markets serves individual and institutional clients across various wealth 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 in-house research, security pricing, and derivatives services.

Robert Gascho is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Francisco, CA. He has held roles at Eagle Strategies and New York Life Insurance Company since 2009. Outside of his advisory work, he serves as a board member of the National Foundation for Autism Research, a nonprofit supporting programs for individuals affected by autism. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Tierney Henderson is a financial advisor with Wealthspire Advisors in San Francisco, holding a Series 65 designation and four years of industry experience. Prior to joining Wealthspire Advisors in 2022, Tierney worked as a freelance film producer for five years and served in AmeriCorps for one year. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Jonathan Wilson is a Series 65-licensed financial advisor at Corient with three years of industry experience. He previously worked for Summit Trail Advisors, LLC for nine years and has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and emphasizes continuous portfolio monitoring and risk management.

Brian Wilson is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with two years of industry experience. His prior roles include positions at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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 one year of industry experience and holds a Series 66 designation. Prior to joining IEQ Capital, she worked at RBC Capital Markets, LLC and has held roles at the Atlantic Council and Georgetown University's McDonough School of Business. She has also been affiliated with the Council on Foreign Relations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic-driven investment process and offers tailored portfolios including liquid strategies, independent managers, and private alternatives.