Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

Kolbe Bachman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he held roles at StepStone Group, General Atomics, and the University of San Diego. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Aaron Sanchez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, Aaron was associated with NYLIFE Securities LLC and New York Life, and he also has experience with Mindful Creations LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a CFP® professional with eight years of experience in the financial advisory industry. She is currently with Schwab Wealth Advisory, Inc. and previously worked at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers wealth management education alongside annual financial reviews and planning discussions.

Jeffrey Becker is a CFA charterholder with four years of industry experience, currently an advisor at Farther since 2025. Prior to joining Farther, he worked at First Citizens Bank, Silicon Valley Bank (SVB Wealth), and BNY Mellon Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

Ki Hin Lai is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at HSBC Bank USA National Association, Hongkong & Shanghai Banking Co, Deloitte, and KPMG Tax Services Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm’s investment process uses multiple risk profiles and incorporates strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Natalya Alexei is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds the Series 66 designation and has worked at firms including SVB Wealth LLC, First Citizens Investor Services, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Mark De Gregorio is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. Prior to joining Mercer in 2024, he worked at RBC Capital Markets for several years. 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 approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment implementation options alongside financial, retirement, tax, and estate planning services.

Michael Malik is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Oppenheimerfunds Distributor Inc, and Strong Capital Management Inc. Outside of his advisory work, he is a member of Provisors and a chapter member of BNI, both non-investment-related networking groups. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, CA, holding Series 63 and Series 66 credentials with seven years of industry experience. She has worked at Oppenheimer since 2019 and was previously self-employed from 2017 to 2019. Outside of advising, she serves on the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in occasional meetings and administrative duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of advisory programs encompassing equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Andrew Meyer is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work history includes roles at Merrill and Bank of America, N.A. from 2011 to 2025. 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 portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Rachel Carr is a CFP® and ChFC® with 11 years of experience in financial services. She is currently with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.