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 Series 65-licensed advisor with Capital Group Private Client Services, Inc. in San Francisco, CA. She has one year of industry experience and has been with Capital Group in various roles since 2013. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a long-term fundamental research approach and multiple portfolio managers to tailor client portfolios. The firm manages approximately $42.7 billion in discretionary assets and typically serves clients with a minimum relationship size of $5 million.

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.

Owen Good is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, and offers a range of packaged programs and tax management options.

Chaitanya Reddy is a financial advisor with Citigroup Global Markets in San Francisco, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Merrill for 16 years before joining Citi Private Bank in 2026. Reddy serves on the board of directors for Habitat for Humanity GLA, a nonprofit organization. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in several unique market roles including as a swap dealer and futures commission merchant.

Timothy Fiacco is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2025. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2025, and at Merrill from 2009 to 2016. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a range of advisory and placement capabilities.

Tracy Chan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank USA and HSBC Securities (USA) INC. 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 in-house research and pricing functions, operating with institutional scale and providing specialized solutions for high-net-worth clients.

Derrick Chao is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including JP Morgan Chase, J.P. Morgan Securities, First Republic Bank, and Citibank. Derrick is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Lenox Advisors, Mass Mutual Life, and MML Investors Services. He also engages in insurance brokerage activities through Empire Wealth Strategies, focusing on insurance sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Mindy Ying is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding 24 years of industry experience. She previously worked at Pillar Pacific Capital Management for 14 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2021. 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 specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Elizabeth Denning is a CFP® professional with four years of industry experience. She has been with Capital Group Private Client Services, Inc. since 2022 and previously worked at Capital Group from 2007 to 2022. Based in Los Angeles, CA, her career has been focused within the Capital Group family of firms. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, typically managing relationships at or above $5 million. The firm employs a fundamental research-driven investment process with a long-term horizon and uses a multi-manager approach known as the “Capital System.”

Kathleen Harris is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. She previously worked at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2015 to 2017. Creative Planning offers 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 employs a financial planning–led investment approach that emphasizes low-cost indexing combined with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

James Evans is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. He holds Series 66 and Series 65 licenses. His prior work experience includes roles at Amazon, Inc., Apeel Sciences, and involvement with Made by True / True Gentlemen's Jerky, Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach, managing client assets through separately managed accounts and affiliated pooled funds.

David Brody is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked with Eagle Strategies since 2012 and also operates Brody, Walsh & Brody Employee Benefits Insurance Services, Inc., where he is involved in insurance brokering and selling non-registered health insurance products through various outside broker appointments. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Daniel Damond is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase Bank and Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, ranging from individual and high-net-worth clients to corporate entities and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools to align portfolios with client objectives.

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.