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.

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.

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 in San Francisco, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, and LPL Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations to 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.

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 located in San Francisco, CA, holding a Series 65 designation. He has one year of industry experience, having previously worked at KeyBank and The Clearing House, with several years in full-time education prior to his advisory career. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

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 with HSBC Securities (USA) Inc. in San Francisco, CA. He holds Series 63, Series 65, and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment approach incorporates multiple risk profiles and leverages strategic and tactical asset-allocation advice developed with HSBC Global Asset Management, with ongoing fund due diligence and portfolio monitoring.

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.

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.

Marcia Smith is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2008. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealer and futures commission merchant functions.

Brooks Slate is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at Cresset Asset Management, LLC since 2019 and previously held roles at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities. He holds a Series 63 license. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Yiyin Xia is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and several other firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized investment strategy groups and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.