Todd Mc Farland is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Personal Capital Advisors for 10 years before joining Empower Advisory Group and subsequently Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base including individuals, trusts, estates, 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.

Lili Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked at firms including HSBC Securities USA Inc., East West Bank, and Silicon Valley Bank. Huang is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across wealth management 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 proprietary research and derivatives services.

James Mccollough is a financial advisor at Oppenheimer in San Francisco, holding a Series 66 credential. He has prior experience as a journalist with the Los Angeles Times and the Pittsburgh Post-Gazette. Outside of his advisory role, he is involved with 25th Street Ventures LLC, a family-managed entity focused on rental property management. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Eshani Patel is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at First Republic Bank and has an academic background at the University of California, Davis. 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 and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions with broker-dealer capabilities.

Timothy Humphries is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at Grand-Jean Capital Management from 2005 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sutanto Widjaja is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at Indico Capital LLC for five years and Nuveen Investments for sixteen years. Based in San Francisco, CA, Widjaja has been with Farther since 2024. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory implemented via proprietary model portfolios and algorithmic rebalancing, employing various asset classes including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Claire Mc Donald is a financial advisor at Citizens Securities, Inc. in San Francisco, CA. She holds the Series 66 designation and has been in the industry for one year. Prior to joining Citizens Securities, she was a student for 20 years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside commission-based brokerage activities.

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 prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, with an emphasis on both strategic and tactical asset allocation.

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 holds a Series 66 license with 11 years of industry experience. He currently works at Creative Planning and has held prior roles at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Advisors. 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 offers a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches like direct indexing and tax-loss harvesting.

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.

Nicole Griffiths is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC and ABD Retirement Services, Inc. prior to joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Catherine Layton is a financial advisor at Capital Group Private Client Services, Inc. She holds a Series 65 designation and has been with Capital Group since 2024. Her prior experience includes 15 years at Litman Gregory Asset Management, LLC, as well as roles at the Schurig Center for Brain Injury Recovery and several other organizations. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a managed-relationship threshold of $5 million or more. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system allocating portfolio segments to individual managers and analysts.

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 a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he manages several rental properties in Sacramento, California. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

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.