Robert Welch is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BTR Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active managers guided by quantitative and fundamental research.

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Barbara Dugan is a financial advisor at Farther with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Merrill, Alpha Cubed Investments, and J.P. Morgan Securities. Outside of her financial career, she has operated Barbara Dugan Yoga and Wellness since 2000, providing private and small group yoga instruction. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm employs a Modern Portfolio Theory–based investment approach with algorithmic rebalancing and uses a mix of ETFs, mutual funds, individual equities, and fixed income, while incorporating AI tools under internal review.

Brayden Little is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther since 2026. He previously worked at Advisors Capital Management, Royal Alliance, and Pettinelli Financial Partners, LLC. Outside of his advisory roles, Little has experience working at San Jose State University and Bethel Church of San Jose. 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 is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and AI tools alongside advisor judgment.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative services.

Guoli Rothbaum is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, Goldman Sachs, and Tesla Inc./Solar City. 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 supported by a multi-tiered risk profile framework and collaboration with HSBC Global Asset Management.

Grace Beelman is a financial advisor at Cerity Partners LLC based in San Francisco, CA. She holds a Series 65 designation and has one year of industry experience. Her work history includes roles at Cerity Partners, Hutchinson Capital Management, and Beacon Economics, alongside four years at UCLA. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Denrik Wong is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and with Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Derick Wong is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including World Financial Group, INC., Nelson & Wong, Louie & Wong CPA, and Byemcc Accountancy Corporation, where he is a partner. Outside of his advisory role, he is involved in accounting and tax services through Byemcc Accountancy Corporation. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm employs model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated mutual funds and insurance products.

Myles Vanderweele is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, following seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he holds a Series 65 license. 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, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Paul Crawford is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Lincoln Financial Advisors, Ameriprise, and Woodbury Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and advisory services. The firm employs a fiduciary-based model, leveraging various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Justin Mcmahan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup since 2009. Outside of his advisory role, he serves as Treasurer and Director for the Washington School PTA in Burlingame, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and a broad institutional infrastructure.

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Sanctuary Securities, Inc. and in real estate and fitness-related roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and multi-strategy investment solutions using both discretionary and non-discretionary approaches.

Megan Whyte is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2002. Megan joined IEQ Capital in 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocations to liquid and private alternative investments.

Connor Hufer is a financial advisor at Cerity Partners LLC in San Francisco, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at LuluLemon for one year. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax planning, insurance placement, and access to alternative and private-market investments using tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Alexandra Holcomb is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. She holds a Series 65 designation and has been with the Capital Group organization since 2013, including thirteen years at Capital Group Private Client Services, Inc. prior to her current role. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon, utilizing separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Andrea Bott is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Fisher Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Robin Naber is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2019. Prior roles include positions at Novo Real Estate Group, Morgan Stanley Private Bank, Morgan Stanley, and Groopie. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional operations, including research, security pricing, and roles as a swap dealer and futures commission merchant.