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.

Anatoly Vilderman is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic Investments, Inc. since 2023. His prior experience includes roles at San Mateo Credit Union and CUSO Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Andrew Belcher is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti and Eureka Restaurant Group. 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 includes centralized macro and manager research, independent manager allocation, and access to liquid and private alternative investments.

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.

James Garner is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, MassMutual, and Cambridge Investment Research. Outside of his advisory role, he serves as Field Service Manager for several benefit associations supporting fire fighters and law enforcement personnel. PlanMember provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

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.

Jacky Tam is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Transamerica since 2012. In addition to his advisory role, he is president of JJP Enterprise, Inc., a business unrelated to investments, and owns a second home. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for investment implementation and offers multiple program platforms such as Transamerica ONE and TFA365.

Heather Mazander is a financial advisor at Creative Planning with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Valic Financial Advisors, Regions Bank, and Agia. Outside of her advisory duties, she serves as a notary and provides this service for friends and neighbors on a voluntary basis. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a broad range of institutional and retirement plan services.

Xinyi Huang is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the Series 66 designation and has worked at several firms including J.P. Morgan Securities, First Republic Investment Management, and Bank of America. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, and distinguishes itself with its recapitalized ownership structure and its role as a distributor and placement agent for private funds and access vehicles.

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.

Stephen Meuris is a financial advisor with Independent Financial Partners in San Francisco, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Partners in 2022. Meuris also operates Rockwood Wealth Management, providing financial planning and investment management services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model, serving individual, charitable, corporate, and high-net-worth clients.

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.

Ron Guidi is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 66 designations and over 26 years of industry experience. His prior roles include positions at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, and Robertson Stephens. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Theodore Jablonski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at BTR Capital Management, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Griffin Grooms is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Agilis Advisors GmbH and StockX. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with tailored Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Stacy Sanders is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, she spent seven years at Coldwell Banker Realty. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its assets on a non-discretionary basis.

Helio Prado is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research and operation as a swap dealer and futures commission merchant.

Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.