Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Sarah Rodriguez is a financial advisor with Capital Group Private Client Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at Capital Group Private Client Services since 2023 and has prior experience with Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, using a multi-manager investment approach based on long-term fundamental research. The firm manages approximately $42.7 billion in discretionary assets and typically serves clients with a minimum relationship size of $5 million.

David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Luca Stash is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds the Series 66 designation and has been with Rockefeller Financial since 2025. Prior to joining the firm, he spent several years in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services, with a client model centered on a consolidated investment platform and personalized portfolio solutions.

Haolun Zhang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to joining IEQ Capital, he held positions at Kestra Investment Management, Kestra Investment Services, Edward Jones Investments, and Washington University in St. Louis. Zhang is a limited partner in two investment ventures, including a Texas multi-family residential complex and pre-IPO shares of Databricks, with no active management duties. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that combines macro and manager research with allocations to liquid and private alternative investments.

Elizabeth Palomeque is a CFP® professional with 23 years of industry experience. She has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2023 and previously was with First Republic Investment Management, Inc. and Trainer Wortham from 2004 to 2023. Outside of her advisory role, she serves as president of a family real estate business, Tranquility, Inc. Rockefeller Financial LLC advises high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with brokerage services and investment banking, using a Private Advisor model supported by a consolidated investment platform.

Craig Mckinlay is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior experience includes a decade at Blackrock Investments, LLC before joining Charles Schwab and subsequently Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-driven approach that empowers clients with final trading decisions while conducting at least annual account reviews.

Margaret Florcruz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 14 years of industry experience. She has worked at Citigroup since 2022 and previously spent over a decade at Wells Fargo in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with execution and custody services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles.

Lei Fu is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. He has been with Charles Schwab since 2015. Lei is based in San Francisco, CA, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees.

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.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including operating Chidlaw Financial since 1998 as a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory program platforms and third-party managers.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has been affiliated with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Financial Management, Inc. and operated his own advisory service, Thomas J Birch Financial Advisory Services, for 30 years. Birch also serves as a trustee for his family trust and administers an employee 401(k) plan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence, technology integration, and a combination of in-house and third-party investment strategies.

Catherine Zeballos is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of discretionary and non-discretionary options. The firm’s investment process uses five model risk profiles and integrates asset allocation advice from HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

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 at Schwab Wealth Advisory with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab, as well as earlier experience outside the financial sector. He is based in San Francisco, CA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Keri Chan is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Fabio Nunes is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds the Series 66 designation and has previous experience at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, and other firms. 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 supported by strategic and tactical asset allocation developed with HSBC Global Asset Management. The firm distinguishes itself through its combination of advisory and broker-dealer registrations and its Offshore Spectrum program for qualified non-resident aliens.

Lee Marcotte is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Charles Schwab entities since 2018. His background also includes roles outside of finance, such as with TopMarc Media, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools while leaving final trading decisions to clients.

Danny Tan is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63, Series 65, and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions 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 client-directed and discretionary models. The firm employs multiple risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for strategic asset allocation, 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.