Gary Lenhart is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he operates Gary Lenhart Photography, where he takes and sells photographs, and is a member of My Pet Food Tray LLC, a retail business selling pet food trays online. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Robert Gascho is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Francisco, CA. He has held roles at Eagle Strategies and New York Life Insurance Company since 2009. Outside of his advisory work, he serves as a board member of the National Foundation for Autism Research, a nonprofit supporting programs for individuals affected by autism. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Tierney Henderson is a financial advisor with Wealthspire Advisors in San Francisco, holding a Series 65 designation and four years of industry experience. Prior to joining Wealthspire Advisors in 2022, Tierney worked as a freelance film producer for five years and served in AmeriCorps for one year. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Jonathan Wilson is a Series 65-licensed financial advisor at Corient with three years of industry experience. He previously worked for Summit Trail Advisors, LLC for nine years and has been with Corient since 2026. 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 in-house strategies with third-party managers and emphasizes continuous portfolio monitoring and risk management.

Brian Wilson is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with two years of industry experience. His prior roles include positions at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Patrick Hagar is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2017 to 2021 and has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Isabella Torre is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 66 designation. Prior to joining IEQ Capital, she worked at RBC Capital Markets, LLC and has held roles at the Atlantic Council and Georgetown University's McDonough School of Business. She has also been affiliated with the Council on Foreign Relations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic-driven investment process and offers tailored portfolios including liquid strategies, independent managers, and private alternatives.

Scott Chen is a CFA® charterholder and holds a Series 66 license. He is currently with Schwab Wealth Advisory and has been in the financial services industry since 2023, with prior experience at PricewaterhouseCoopers LLP and Empirical Wealth Management. Based in San Francisco, CA, his background also includes roles outside wealth management. 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, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with trades executed only upon client authorization.

Kyle Baker is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds the Series 66 designation and has two years of industry experience. His prior work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm utilizes a structured investment process with multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence through affiliated providers.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Jack Scaff III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Brouwer & Janachowski, LLC for 13 years before joining Cerity Partners Retirement Plan Advisors in 2022. Outside of his advisory work, he serves as a board member and treasurer for getVocal For Victims, a nonprofit organization. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Jordan Powell is a CFA® charterholder with 16 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at UBS Financial Services Inc for nine years. Powell holds Series 63 and Series 65 licenses. 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 a range of portfolio management and financial planning services, operating with a broker-dealer structure that also offers variable insurance products, placement, and investment banking services.

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. 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 through discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Cassandra Anderson is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the CFP® and CFA® designations, along with Series 63 and Series 65 licenses. Her prior work includes roles at Sensiba San Filippo Financial Advisers, The Strategic Financial Alliance, Inc., Banc of America Investment Services, Inc., and Ifmg Securities, Inc. Outside of her advisory role, she is involved with Agia, where she handles non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs, leveraging centralized technology and model solutions across a large network of advisors.

Maria Lara is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Fidelity Investments and also holds a concurrent role as a Bank Officer at HSBC Bank USA, N.A., collaborating on bank-related products and services alongside her duties as a registered representative. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management teams and offers specialized programs such as the Offshore Spectrum for qualified non-resident clients.

Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Joseph Matthews is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked at Farther Finance Advisors since 2019. Prior to that, he spent three years at ForUsAll and is also a cofounder and board member of Essmart Global Inc., a company involved in distributing technology products in Southern India. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model portfolios with algorithmic rebalancing and employing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Cheng Aik Ong is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. He has worked with HSBC and associated entities since 2013, including roles at Cetera Investment Services LLC and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory responsibilities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios, utilizing a risk-profile-based investment approach supported by HSBC Global Asset Management and third-party providers.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Sterling Moore is a financial advisor with CIBC Private Wealth Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at CIBC World Markets Corp., Orion Portfolio Solutions, and Brinker Capital. Outside of finance, he owns and operates two beekeeping businesses, Lollipop Honey Company and S&C's Honey Bees. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and family office services. The firm combines an internal investment team with external managers and governance committees to create customized investment solutions, managing approximately $67.8 billion in assets across 175 advisors.