Justin Hult is a CFA® charterholder with 11 years of experience in the financial advisory industry. He is currently with Wealthspire Advisors, where he has worked since 2024, following a 15-year tenure at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized process and emphasizes diversified, institutional-style asset allocation using a variety of investment vehicles.

William Bockwoldt is a financial advisor at Wealthspire Advisors with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Private Ocean for 12 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he is the CEO and co-founder of Vibato, LLC, a software and consulting firm focused on internal controls over financial reporting. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, tailored to clients through detailed interviews and ongoing monitoring.

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.

Jimmy Chow is a financial advisor with HSBC Securities (USA) Inc. in Lafayette, CA, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes positions at Deutsche Bank Securities Inc. and Deutsche Bank AG in Hong Kong. He is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, where he is involved in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, using multiple program types ranging from client-directed to fully discretionary. The firm employs a multi-profile investment process developed in cooperation with HSBC Global Asset Management and third-party providers, maintaining a substantial client-directed managed-account business alongside discretionary offerings.

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 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 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.

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.

Brent Wolf is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, FSC Securities, and The Retirement Group, LLC. His career also includes over three decades as a self-employed insurance broker. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focusing on quantitative and fundamental analysis.

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.

Amanda Fox is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Wealthspire Advisors since 2024, following a seven-year tenure at Private Ocean, LLC and prior experience at Social Finance, Inc. in a variety of financial roles. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement and centralized investment oversight.

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.