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 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Brouwer & Janachowski LLC for eight years before joining Cerity Partners and its Retirement Plan Advisors division in 2022. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary quantitative screening and asset allocation with access to alternative and private market solutions for qualified clients.

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.

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 Series 65 licensed advisor at Cerity Partners LLC with four years of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security investments.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Abbrea Capital, LLC and Apperio, and earlier held a role at Factset Research Systems. Cerity Partners serves a diverse client base, including individuals, families, trusts, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm combines proprietary quantitative methods with third-party and direct investment strategies and offers access to alternative and private market solutions for qualified clients.

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.

Eric Aanes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial, LLC and Titus Wealth Management. Outside of his advisory work, he is a business owner of Chaya M Cafe. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

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.

Scott Chen is a CFA® charterholder and holds a Series 66 license. He is currently with Schwab Wealth Advisory and has been in the financial services industry since 2023, with prior experience at PricewaterhouseCoopers LLP and Empirical Wealth Management. Based in San Francisco, CA, his background also includes roles outside wealth management. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with trades executed only upon client authorization.

Kyle Baker is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds the Series 66 designation and has two years of industry experience. His prior work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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 a structured investment process with multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence through affiliated providers.

Jack Scaff III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Brouwer & Janachowski, LLC for 13 years before joining Cerity Partners Retirement Plan Advisors in 2022. Outside of his advisory work, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

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.

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.

Cassandra Anderson is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the CFP® and CFA® designations, along with Series 63 and Series 65 licenses. Her prior work includes roles at Sensiba San Filippo Financial Advisers, The Strategic Financial Alliance, Inc., Banc of America Investment Services, Inc., and Ifmg Securities, Inc. Outside of her advisory role, she is involved with Agia, where she handles non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs, leveraging centralized technology and model solutions across a large network of advisors.