Lei Fu is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

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.

Alan Zafran is a financial advisor at IEQ Capital, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the investment and finance committees of The Castilleja School and holds board positions with several foundations and investment-related entities, including the Silicon Valley Community Foundation and the Taube Family Foundation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that combines macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Catherine Zeballos is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options. The firm employs a structured investment approach featuring multiple risk profiles and partners with global asset management and fund due diligence providers to support portfolio management.

Jesse Wood is a financial advisor with IEQ Capital, LLC in Foster City, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Bbr Partners, JPMorgan Chase Bank NA, and T3 Advisors. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Pablo Lochman is a financial advisor with Schwab Wealth Advisory Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at TD Ameritrade, Charles Schwab, Charles Schwab Bank, LPL Financial, The Bay Club Company, and also has experience in education and sports coaching. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, with recommendations tailored to individual client goals and risk tolerance.

Keri Chan is a Series 66-credentialed advisor at Rockefeller Financial LLC with 19 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Rockefeller Financial in 2025. 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 and consulting services through a Private Advisor model and a consolidated investment platform, combining both registered broker-dealer capabilities and alternative investment placement.

Katerina Stern is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at IEQ Capital, LLC since 2021 and previously held roles at West Coast Financial, LLC, Blenders in the Grass, Toyota Financial Services, and the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macroeconomic research with customized Investment Policy Statements and utilizes a mix of liquid investments, third-party managers, and private alternatives.

Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. 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 retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Fabio Nunes is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, Evox Capital, and Par Capital. He also worked with Agia Treinamento for six years. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management and uses multiple model risk profiles to tailor portfolios.

Jackson Attinger is a financial advisor at Cerity Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at KeyBank and The Clearing House. 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 utilizes tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client programs.

Lee Marcotte is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab, as well as a brief tenure at TopMarc Media, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning focused on asset allocation and investment selection. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with recommendations tailored to each client’s goals and risk tolerance.

Danny Tan is a financial advisor at HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63, Series 65, and Series 66 licenses with seven years of industry experience. His prior work includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA spanning over a decade. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program structures, including client-directed and fully discretionary options. The firm utilizes a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, serving a broad base of clients with both non-discretionary and discretionary managed portfolios.

John Mckenna is a financial advisor at CIBC Private Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at The On Investment Management Company, Embarcadero Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advising, he serves as a strategic advisor to Mitre Medical Inc. and is a member of the Board of Directors at Berkeley Country Club. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing both proprietary and external strategies, and is notable for its scale and focus on investment company clients.

Hector Mendez Vazquez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co. Before his finance career, he was involved with Saint Mary's College of California in both academic and intercultural center roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs tailored to client objectives, including plans tied to insurance and annuity products, with a significant amount of assets managed on a non-discretionary basis.

Ralph Sklar is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1995 and operates Silver Transitions Financial & Insurance Solutions since 2008. Outside of his advisory work, he volunteers as an advocate for Children’s Hospital Oakland and serves on the boards of the Telegraph Area Business Improvement District and the Oakland Rotary Endowment. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations delivered through various program types, with the majority of its assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. 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 macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Ludovic Thomasson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ensemble Capital Management, LLC for 10 years before joining Corient Services LLC and Corient in 2024. Thomasson is based in San Francisco, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates both in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management tools.

Michael Navone is a financial advisor with Corient who holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to joining Corient in 2024, he worked at Ensemble Capital Management for six years and held roles at Sage Advisory and a brief period of unemployment. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.