Scott Gutterman is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional entities. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Barbara Dugan is a financial advisor at Farther with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Alpha Cubed Investments, and J.P. Morgan Securities. In addition to her advisory career, she has taught yoga privately and in small groups through her business, Barbara Dugan Yoga and Wellness, since 2000. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools and advisor judgment.

Dirk Gilliard is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and Emeritus Investment Management. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term investment approach that combines active and passive strategies and customizes portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Brayden Little is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther since 2026. He previously worked at Advisors Capital Management, Royal Alliance, and Pettinelli Financial Partners, LLC. Outside of his advisory roles, Little has experience working at San Jose State University and Bethel Church of San Jose. 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 models, algorithmic rebalancing, and AI tools alongside advisor judgment.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative services.

Albert Hwang is a CFP® professional with two years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior work includes roles at Epitome Learning Center, Consilium Wealth Management, and BDO USA LLP. Cerity Partners advises a diverse clientele including individuals, families, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Guoli Rothbaum is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, Goldman Sachs, and Tesla Inc./Solar City. 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 supported by a multi-tiered risk profile framework and collaboration with HSBC Global Asset Management.

Grace Beelman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, she worked at Hutchinson Capital Management and Beacon Economics, and she completed her education at UCLA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Denrik Wong is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Derick Wong is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including World Financial Group, INC., Nelson & Wong, Louie & Wong CPA, and Byemcc Accountancy Corporation, where he is a partner. Outside of his advisory role, he is involved in accounting and tax services through Byemcc Accountancy Corporation. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm employs model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated mutual funds and insurance products.

Myles Vanderweele is a CFP® with 12 years of industry experience, currently advising clients at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for seven years at Bingham, Osborn & Scarborough LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Robert Riney is a financial advisor with VOYA Financial Advisors, Inc. based in Menlo Park, CA, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, AWA Inc., and Fidelity Brokerage Services LLC. In addition to his advisory work, he operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Justin Mcmahan is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2009. Outside of his advisory role, he serves as Treasurer and Director of the Washington School PTA in Burlingame, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor managers.

Megan Whyte is a financial advisor at IEQ Capital, LLC with 21 years of industry experience. She holds a Series 65 credential and has worked at IEQ Capital since 2020, following 18 years at Fisher Investments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm emphasizes customized investment strategies driven by centralized macroeconomic research and employs a multi-phase due diligence process to construct portfolios with liquid strategies, third-party managers, and private alternatives.

Connor Hufer is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lululemon and attended the University of California, Berkeley. Hufer is based in San Francisco, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Alexandra Holcomb is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. She holds a Series 65 designation and has been with the Capital Group organization since 2013, including thirteen years at Capital Group Private Client Services, Inc. prior to her current role. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon, utilizing separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Andrea Bott is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Morgan Stanley and Fisher Investments. Bott joined IEQ Capital in 2025. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. Catherine also spent four years in full-time education prior to her advisory career. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines proprietary quantitative methods with both third-party strategies and direct security selection.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Robin Naber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. His previous roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Novo Real Estate Group, and Groopie. Outside of his advisory work, he is involved in real estate ownership through personal LLCs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs that include discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.