Andrea Bishara is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Thomas Faley is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 24 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC for a total of 11 years. \u0026PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm provides investment management, financial and tax planning, and retirement-plan consulting, using a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.

Anthony Stapleton Jr. is a financial advisor at TIAA-CREF with over 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, E*TRADE Capital Management, and Scottrade. Outside of his advisory role, he is involved in managing a rental property alongside his wife. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing retirement relationships. The firm offers customized portfolio management and fiduciary services within a vertically integrated structure that includes affiliated funds.

Kurt Eakin is a CFP® with 26 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously spent 13 years at Commonwealth Financial Network. Outside of his advisory work, he is the owner and president of Coastal Life Ventures Inc., a firm involved in investment management and financial planning. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Mark Ruffo is a financial advisor with Transamerica Retirement Advisors, LLC based in San Diego, CA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes roles at Lincoln Financial and TD Ameritrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management for portfolio construction and oversight.

Ryan Mendoza is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He has worked at Breckinridge since 2020 and previously held positions at Capital Dynamics and Hall Capital Partners. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, nonprofits, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement fixed income and equity strategies, supported by proprietary technology and a team-based approach to portfolio construction and trade execution.

Gagandeep Sahni is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory work, he serves as president and co-founder of The Sach Foundation, participates in interfaith community organizations, and is involved in local educational fundraising efforts. Park Avenue Securities serves a broad retail client base, including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending and donor-advised funds.

Jeremy Gonzalez is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners, Forthright Capital Advisory, and Alpha Global Investments. Outside of his advisory roles, he serves as president of Alpha Global Investments and is also an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory with a platform that integrates traditional and nontraditional client services.

Wang Liao is a financial advisor with HSBC Securities (USA) Inc. based in San Diego, CA. He holds the CFA® designation and Series 66 license, and has eight years of industry experience. His work history includes roles at HSBC Private Banking and HSBC Securities (USA) Inc. since 2017, as well as prior positions at Abroad Intellect, Inc. and DLD Asset Management, Lp. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types combining client-directed and discretionary management, utilizing strategic and tactical asset allocation with oversight from affiliated and third-party providers.

Robert Mccauley is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Fidelity Investments and various positions connected to Colorado State University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, managing large-scale institutional and high-net-worth client relationships.

Jenny Cao is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes roles at Pavilion Surgery Center and ongoing work with F3 Insurance Services LLC. Outside of financial advising, she is a registered nurse at St. Joseph Hospital, where she has worked since 2001. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Stephanni Sharp is a financial advisor with Commonwealth Financial Network in San Diego, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at Independent Financial Group from 2016 to 2021 before joining Commonwealth in 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Adam Maietta is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2014. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research across fixed income and equity strategies, supported by proprietary trading systems and a team-based portfolio construction process.

Gabriel Adams is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at Reilly Financial Advisors, WCG Wealth Advisors, Beta Wealth Group, and Epstein and White Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Eric Enriquez is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and previously worked at Independent Financial Group, LLC and Mission Bay Aquatic. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nicole Ross is a CFP® professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2008 and has held a position at Agia since 2022. At Agia, she is involved with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts via Envestnet’s platform and provides tax-aware and impact/ESG overlay services.

Robert Sandrew is a financial advisor at Mariner with 28 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Integrated Wealth Concepts LLC and LPL Financial for nine years. Mariner serves a diverse client base including individuals, high-net-worth households, and various institutional entities, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Lincoln Muriithi is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln and Associates Capital LLC and Kozminski University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Chad Wilson is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior roles at Westpac Wealth Partners LLC and Stapleton Group. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.