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.

Jack Burns is a Series 65 licensed financial advisor with five years of industry experience. He has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. He also spent four years at the University of Iowa. Jack is currently with IEQ Capital, LLC, an enterprise firm that provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm focuses on client-specific investment strategies supported by centralized macroeconomic research, offering a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternatives and digital assets.

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.

Jeremy Niederstadt is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Merrill and Bank of America, N.A. before joining Sanctuary Advisors, LLC in 2020. He serves on a homeowners association board, handling recording of voting results and board meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management and consulting solutions, employing multiple analytical approaches and maintaining a fiduciary standard when a written advisory agreement is in place.

Juli Rahill is a financial advisor at Kestra Advisory with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and JPMorgan Chase Bank NA. Outside of her advisory role, she is associated with an investment partnership that focuses on small and mid-size private businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from private investors to sovereign wealth funds.

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.

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.

Michele McMahon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Michele is involved as a referee for youth basketball and volleyball games with the Catholic Youth Organization and operates a scoreboard at University of San Francisco athletic events. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Hoskins is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he spent 16 years with Charles Schwab Bank and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

John Caldwell is a CFP® professional with 34 years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2017 and previously worked for Investment Advisers Inc. from 2014 to 2017. He is based in San Francisco, CA, and holds the Series 63 designation. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolio solutions, including discretionary and non-discretionary management, financial planning, and family office services.

Ross Layton is a financial advisor with Kestra Advisory, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities for 16 years before joining Kestra Advisory and Kestra Investment Services in 2024. Layton provides investment advisory, portfolio management, and financial planning services through Oculus Financial Group. Kestra Advisory Services offers investment advisory and retirement plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm’s services include fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds alongside other large institutional investors.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Thomas Dolby is a CFP® professional with 15 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has worked previously at City National Bank, Bank of America, Merrill, and several other financial firms. Dolby holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with trade execution requiring client authorization.

Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

Darren Ting is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including J.P. Morgan, Merrill, Bank of America, Morgan Stanley, and First Citizens Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, supplemented by in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.

Ann Wang is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. She holds a Series 66 designation and has 22 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. Outside of her advisory work, she is an owner of a small rental property business. 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, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Kevin Dorwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 17 years at Bingham, Osborn & Scarborough LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a wide range of clients, including high-net-worth individuals, families, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.