Kenneth Wong is a CFA® charterholder with 19 years of industry experience. He is currently with Oppenheimer & Co., where he has worked since 2022, following prior roles at Guggenheim Partners and Citigroup. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and four years of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including investment management, financial planning, and access to alternative investments, with a focus on diversified asset allocation and customized portfolios.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Abbrea Capital, LLC, Apperio, and Factset Research Systems. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Walter Cranford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets Inc. and Citibank, N.A. since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Gary Lenhart is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he operates Gary Lenhart Photography, where he takes and sells photographs, and is a member of My Pet Food Tray LLC, a retail business selling pet food trays online. Citigroup Global Markets serves individual and institutional clients across various wealth 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 in-house research, security pricing, and derivatives services.

Robert Gascho is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Francisco, CA. He has held roles at Eagle Strategies and New York Life Insurance Company since 2009. Outside of his advisory work, he serves as a board member of the National Foundation for Autism Research, a nonprofit supporting programs for individuals affected by autism. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Eric Aanes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial, LLC and Titus Wealth Management. Outside of his advisory work, he is a business owner of Chaya M Cafe. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Tierney Henderson is a financial advisor at Wealthspire Advisors with three years of industry experience. She holds the Series 65 designation and previously worked as a freelance film producer and served in AmeriCorps. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Brian Wilson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and a broad set of affiliated capabilities.

Patrick Hagar is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2017 to 2021 and has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Justin Detray is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and previously worked at Private Ocean for 11 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he co-owns Skynet Futures LLC, which operates an automated trading system developed with his brother. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, emphasizing diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Scott Chen is a financial advisor at Schwab Wealth Advisory with the CFA® designation and a Series 66 license. He has one year of industry experience and previously worked at Empirical Wealth Management, PricewaterhouseCoopers LLP, and other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through asset allocation models and Schwab research tools. The firm operates as an internal advisory unit of Charles Schwab & Co., serving individual clients without discretionary trading authority.

Kyle Baker is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and First Republic Bank. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a multi-profile investment approach combining strategic and tactical asset allocation and provides both discretionary and client-directed portfolio management options.

Joseph Murphy Jr. is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at several related firms, including Financial Concepts of Scottsdale Mortgage Inc. and Avantax Advisory Services. Outside of his advisory work, he owns and operates businesses involved in mortgage brokerage, real estate brokerage, and tax preparation in both California and Arizona. Money Concepts Capital Corp is an enterprise firm with over 400 advisors managing approximately $3.33 billion across a diverse client base. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, third-party sub-advisers, and proprietary retirement strategies.

Jack Scaff III is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Brouwer & Janachowski, LLC for 13 years. Outside of his advisory role, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization based in Martinez, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, focusing on customized, diversified portfolios and access to alternative and private-market investments.

Jordan Powell is a CFA® charterholder with 15 years of industry experience. He is currently with Rockefeller Capital Management and has previously worked at UBS Financial Services Inc. Rockefeller Capital Management is an enterprise firm with 157 advisors.

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Maria Lara is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and with two years of industry experience. She is also dual hatted as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where she engages in the sale of bank-related products and services in addition to her registered representative role. Her prior experience includes positions at Fidelity Investments, Progressive Insurance, and Marriott Vacation Worldwide. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, with a range of portfolio management options from client-directed to fully discretionary. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management affiliates and distinct operational features such as combined SEC registration as an adviser and broker-dealer and an Offshore Spectrum program for qualified non-resident aliens.

Joseph Matthews is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked at Farther Finance Advisors since 2019. Prior to that, he spent three years at ForUsAll and is also a cofounder and board member of Essmart Global Inc., a company involved in distributing technology products in Southern India. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model portfolios with algorithmic rebalancing and employing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Cheng Aik Ong is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience and holds Series 63 and Series 66 credentials. He has worked in various roles within HSBC affiliates and previously at Cetera Investment Services LLC and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, engaging in the sale of bank-related products alongside his registered representative duties. 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. The firm utilizes model risk profiles and combines strategic and tactical asset allocation with due diligence by affiliated and third-party providers to manage client portfolios.