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.

Thomas Graber is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RBC Capital Markets and Cadaret Grant & Co., Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 that emphasize model portfolios and third-party managers.

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.

Yulia Petrovsky is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Modern Financial Planning, LLC, and Bregante and Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

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.

Clarence Ho is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice through standardized asset allocation models and research tools, with final trading decisions made by clients and periodic account reviews conducted annually.

Aaron Waxman is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Cerity Partners LLC since 2021 and previously worked at Bingham, Osborn & Scarborough LLC for 11 years. Outside of his advisory role, he serves as Vice President of Oski Management Inc., a family office overseeing investment management, and is a member of the Board of Managers at G2 Insurance Services, Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Mark Immel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Citigroup Global Markets and Citi Private Bank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and derivatives services.

Shuzhen Chen is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has previously worked at China International Capital Corporation and TradeUp Securities, Inc. before joining Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services including 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 & Co., Inc., delivering advice without discretionary trading authority and primarily serving individual clients.

Derek Prill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017 and J.P. Morgan Securities since 2015, including a two-year tenure at JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and operates as both a security-based swap dealer and futures commission merchant.

Pardis Nikzad is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Mariner in 2025, she worked at Lion Street Financial, Ernst & Young, Bank of America, Merrill, and J.P. Morgan. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial wellness tools, utilizing a mix of discretionary, customized portfolios supported by in-house research and third-party managers.

Scott Toomasson is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Cerity Partners in 2021, he worked at B|0|S, EP Wealth Advisors, and Private Capital Management Associates LLC. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that incorporates quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Dieuthy Guiley is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Christopher Powers is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Farther Finance Advisors, LLC since 2020 and Farther Securities, LLC since 2026. His prior experience includes six years at Parallel Advisors, LLC. 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 employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Michael Turley is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Planning, Inc. for 19 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Taylor Embury is a CFP® professional at Mercer Global Advisors Inc. in San Francisco, CA, with nine years of industry experience. Prior to joining Mercer in 2026, he worked at Mariner Wealth Advisors and Origin Financial among other firms. He serves as Treasurer on the Blueprint Condominiums HOA Board. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, and offers specialized programs and client education initiatives.