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 eight years of industry experience. She currently works at Cresset Asset Management, LLC, where she has been employed since 2019, following eight years at Cypress Wealth Advisors. Lee is also a general partner of private funds managed by Cresset through her ownership of Cypress Advisors LLC. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes private fund advisory and family office services.

Huimin Jiang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2015. Based in Albany, CA, Jiang holds Series 63 and Series 65 licenses. Outside of financial advising, Jiang is a silent owner of a tea shop, Nomi Tea LLC, located in Albany. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships alongside its institutional-scale operations.

Hoilun Tam is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining HSBC in 2025, he worked at Cetera Investment Services LLC and East West Bank from 2022 to 2025, and at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary investment solutions. The firm employs a five-profile risk model and integrates strategic and tactical asset allocation with due diligence by affiliated and third-party providers, serving a broad range of clients with diverse portfolio management needs.

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 Series 65 and Series 63 licenses and previously worked at Fisher Investments, Inc. for 17 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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 ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, and distinguishes itself with its recapitalized ownership structure and its role as a distributor and placement agent for private funds and access vehicles.

Manuel Lugo Garcia is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and has previously worked at Parallel Advisors, LLC, Destination Wealth Management, Golub Group, and Polaris Greystone. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Stephen Meuris is a financial advisor with Independent Financial Partners in San Francisco, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Partners in 2022. Meuris also operates Rockwood Wealth Management, providing financial planning and investment management services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model, serving individual, charitable, corporate, and high-net-worth clients.

Jenny Yu is a financial advisor with Eagle Strategies (NY Life) in San Francisco, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2010. Outside of her advisory role, she serves as vice president of Relationship Business Integrators, a business networking group, and holds officer positions with San Francisco Business Allies and the San Francisco Unified Lions Club Foundation. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis.

Caroline Weis is a CFP® and CFA® with four years of industry experience. She has been with TIAA-CREF since 2025 and has a long history at TIAA dating back to 2003. Based in San Francisco, CA, she currently serves as a financial advisor within this enterprise firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of point-in-time planning and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ron Guidi is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 66 designations and over 26 years of industry experience. His prior roles include positions at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, and Robertson Stephens. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Theodore Jablonski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at BTR Capital Management, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Thomas Graber is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RBC Capital Markets and Cadaret Grant & Co., Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.