Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, LLC. 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 uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. 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 and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Evor Vattuone is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Farther since 2026. Prior to this, he has been with Aspire Planning Associates, Inc. since 2005. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, utilizing a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios primarily allocated among ETFs, mutual funds, equities, and fixed income.

Bradley Dillon is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

William Denler is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Denler is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and private-equity funds.

David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. 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.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 provides both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Haolun Zhang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to joining IEQ Capital, he held positions at Kestra Investment Management, Kestra Investment Services, Edward Jones Investments, and Washington University in St. Louis. Zhang is a limited partner in two investment ventures, including a Texas multi-family residential complex and pre-IPO shares of Databricks, with no active management duties. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that combines macro and manager research with allocations to liquid and private alternative investments.

Elizabeth Palomeque is a CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. She previously spent 19 years with First Republic Investment Management, Inc. and Trainer Wortham. Outside of her advisory role, she serves as president of her family real estate business, Tranquility, Inc. 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 offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an integrated investment and advisory platform.

Craig Mckinlay is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior experience includes a decade at Blackrock Investments, LLC before joining Charles Schwab and subsequently Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-driven approach that empowers clients with final trading decisions while conducting at least annual account reviews.

Margaret Florcruz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 14 years of industry experience. She has worked at Citigroup since 2022 and previously spent over a decade at Wells Fargo in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with execution and custody services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles.

Lei Fu is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. He has been with Charles Schwab since 2015. Lei is based in San Francisco, CA, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees.

Jonathan Leidy is a CFP®, CFA®, and Series 66 credentialed advisor at Farther with 21 years of industry experience. He previously worked at Portico Wealth Advisors, LLC for 16 years before joining Farther in 2025. 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 model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including operating Chidlaw Financial since 1998 as a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory program platforms and third-party managers.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background including roles at NewEdge Securities and Mid Atlantic Financial Management, as well as operating his own advisory service for three decades. Outside of his advisory work, he also sells insurance products as a licensed agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and emphasizing due diligence, technology integration, and recent incorporation of artificial intelligence in its operations.