Scott Lummer is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at The Savant Group. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at its enterprise scale.

David Hultman is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BancWest Investment Services, LPL Financial, and Summit Trail Advisors. His prior roles include positions at BANK OF THE WEST and D.A. Davidson & Co. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and private fund capabilities.

Matthew Hlavacek is a CFP® and CFA® with four years of industry experience. He currently works at IEQ Capital, LLC and previously held roles at EPIQ Capital Group, LLC and Northern Trust. 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’s investment approach combines macro and manager research with allocations to liquid and private alternatives, managing approximately $35.4 billion in assets.

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 with one year of industry experience. He holds a Series 66 designation and previously worked in journalism for the Los Angeles Times and Pittsburgh Post-Gazette. Outside of advisory work, he co-manages a family rental property through a personal LLC. 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 portfolios, consulting, and retirement services.

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 for one year and has academic experience from 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and placement and investment banking 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, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she was a student for 20 years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.

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 career includes roles at Morgan Stanley, UBS Financial Services, and UBS International Inc. before joining Oppenheimer in 2026. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm also maintains custody of client assets and operates commission-based advisory programs alongside its advisory business.

Spenser Wong is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Wong’s background also includes experience in the coffee industry and at the University of San Francisco. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives, offering tailored solutions across multiple program types.

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 Series 66 registered financial advisor with 11 years of industry experience. He is currently with Creative Planning and has previously worked at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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.

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 with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC and Abd Retirement Services, Inc., alongside her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services, while managing over $212 billion in client assets.

Catherine Layton is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation. She joined the firm in 2024 and has prior experience at Litman Gregory Asset Management, LLC, where she worked for 15 years. Before joining Capital Group, she was involved with the Schurig Center for Brain Injury Recovery. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Michael Mangels is a CFP® professional with 14 years of experience in financial advising. He has worked at Wealthspire Advisors since 2024, following a 13-year tenure at Private Ocean. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.