Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Lenox Advisors, and Mass Mutual Life. Guevara also maintains a role as an insurance agent involved in the sale and servicing of Penn Mutual Life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs and brokerage services. The firm employs a network of advisers and third-party asset managers to provide discretionary and non-discretionary investment solutions, supported by a dual registration as both an SEC-registered adviser and FINRA-member broker-dealer.

Mindy Ying is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding 24 years of industry experience. She previously worked at Pillar Pacific Capital Management for 14 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Elizabeth Denning is a CFP® professional with four years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with Capital Group from 2007 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative investments.

Kathleen Harris is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. She previously worked at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2015 to 2017. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing combined with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

James Evans is a financial advisor with Capital Group Private Client Services, Inc. in San Francisco, CA, holding Series 65 and Series 66 licenses and bringing four years of industry experience. His career includes roles at Amazon, Apeel Sciences, and a leadership position with True Gentlemen's Jerky, Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a rigorous, research-driven investment approach and a multi-manager system that segments portfolios among different managers, typically utilizing separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

David Brody is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked with Eagle Strategies since 2012 and also operates Brody, Walsh & Brody Employee Benefits Insurance Services, Inc., where he is involved in insurance brokering and selling non-registered health insurance products through various outside broker appointments. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Daniel Damond is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase Bank and Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, ranging from individual and high-net-worth clients to corporate entities and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools to align portfolios with client objectives.

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. 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 investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Randall Yurchak is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2022. His prior experience includes roles at Union Bank/Highmark Capital and Insight Capital Research & Management, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

Sophie Lee is a CFP® professional with nine years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2019, and previously spent eight years at Cypress Wealth Advisors. Lee is also a general partner of private funds managed by Cresset Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across various asset classes, including alternatives, while utilizing advanced tools like artificial intelligence and machine learning.

Huimin Jiang is a CFP® with 11 years of industry experience, currently serving at Citigroup Global Markets since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent owner of a tea shop called Nomi Tea LLC in Albany, California. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and provides a broad set of advisory and brokerage offerings.

Hoilun Tam is a financial advisor at HSBC Securities (USA) Inc. based in San Francisco, CA, with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC, East West Bank, and JPMorgan Chase Bank, N.A. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach features both client-directed and fully discretionary options, utilizing model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management and affiliated providers.

Sidney Olayinka is a financial advisor at Cerity Partners LLC with three years of industry experience. He has held positions at firms including SVB Wealth LLC, First Citizens Bank, and PricewaterhouseCoopers Advisory Services LLC. His credentials include Series 63 and Series 65 registrations. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Tony Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 63 and Series 65 credentials. Wang previously worked at Fisher Investments for 17 years and has been with Citigroup in various capacities since 2002. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm uses multi-asset, multi-manager strategies and maintains significant in-house research and market roles uncommon among peers.

Chase Phelps is a financial advisor at IEQ Capital, LLC with a Series 65 credential and four years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, LLC and held roles outside of finance at Rockstar Energy and Lariat Lodge Brewing Company. 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 integrates centralized macro and manager research with allocations to liquid and private alternative investments through an extensive private-investment platform.

James Garner is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, MassMutual, and Cambridge Investment Research. Outside of his advisory role, he serves as Field Service Manager for several benefit associations supporting fire fighters and law enforcement personnel. PlanMember provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Eric Goodbar is a CFA® charterholder and holds the Series 66 designation, with two years of industry experience. He is currently with Citigroup Global Markets, having previously worked at BNY Mellon and its affiliated entities from 2005 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Xinyi Huang is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the Series 66 designation and has worked at several firms including J.P. Morgan Securities, First Republic Investment Management, and Bank of America. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.