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 at Wealthspire Advisors with three years of industry experience. She holds the Series 65 designation and previously worked as a freelance film producer and served in AmeriCorps. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

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. in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and First Republic Bank. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a multi-profile investment approach combining strategic and tactical asset allocation and provides both discretionary and client-directed portfolio management options.

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.

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.

Daniel Dunham is a CFP® and ChFC® with two years of experience in financial advising. He is currently with Cerity Partners LLC and previously worked at DWR Wealth Management, LLC. Outside of his advisory role, he is involved with Dunham Associates CPAs, Inc., where he assists with accounting and tax preparation. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers additional services such as retirement plan consulting and access to alternative investments.

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 with two years of industry experience. She is also dual hatted as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where she engages in the sale of bank-related products and services in addition to her registered representative role. Her prior experience includes positions at Fidelity Investments, Progressive Insurance, and Marriott Vacation Worldwide. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, with a range of portfolio management options from client-directed to fully discretionary. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management affiliates and distinct operational features such as combined SEC registration as an adviser and broker-dealer and an Offshore Spectrum program for qualified non-resident aliens.

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 six years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes a position at Goldman Sachs and a role at Fleet-Foot Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high‑net‑worth individuals, families, trusts, foundations, and non‑profit organizations. The firm’s investment approach is guided by centralized macroeconomic research and involves constructing portfolios with liquid strategies, third‑party independent managers, and private alternative investments.

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.

Cheng Aik Ong is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience and holds Series 63 and Series 66 credentials. He has worked in various roles within HSBC affiliates and previously at Cetera Investment Services LLC and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, engaging in the sale of bank-related products alongside his registered representative duties. 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 model risk profiles and combines strategic and tactical asset allocation with due diligence by affiliated and third-party providers to manage client portfolios.

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.