Steven Hendrix is a Series 65-licensed advisor with Capital Group Private Client Services, Inc. in San Francisco. He has over 15 years of industry experience, including roles at Capital Group Companies and First Republic Bank. 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 grounded in fundamental research and typically allocates assets among separately managed accounts, mutual funds, and alternative strategies.

Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.

Alexander Eisenberg is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 26 years of industry experience. He has been with PlanMember Securities and self-employed since 2000. Eisenberg is also licensed as an insurance agent, involved in fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Anthony Lindner is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Robertson Stephens Advisors, Addepar, and 10x Group. He is based in San Francisco, CA. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services, organized around a Private Advisor model with a consolidated investment platform.

Sherman Salangad is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and previously worked at Bingham, Osborn & Scarborough LLC for 16 years before joining Cerity Partners in 2021. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Jeffrey Needham is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His career has been primarily with HSBC-affiliated entities since 2016. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment approach integrates strategic and tactical asset allocation supported by global asset management and ongoing fund due diligence, with a notable portion of assets managed in client-directed, non-discretionary portfolios.

Ryan Moore is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. His career includes prior roles at Wealthspire Advisors, Cambridge Investment Research Advisors, and AXA Advisors. Before entering the financial industry, he held various positions including work at Hungry Howies and MassMutual. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Steve Ching is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Colin Shedd is a CFA® charterholder with Series 66 registration and eight years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, following prior roles at Citigroup, Bank of America, and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm relies on Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Monica Foy is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of financial advisory, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities with complex market roles and arrangements.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Dylan Gonsalves is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Vestmark Inc., Natixis, Fremont Bank, and LPL Financial LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Mitchell Hickey is a CFP® professional with 12 years of industry experience, currently serving at Oppenheimer since 2015. He holds Series 63 and Series 65 registrations and is based in San Francisco, CA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment solutions.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and J.P. Morgan Securities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through various platforms and a client process that integrates fundamental, quantitative, and technical analysis for portfolio allocation.

Jessica Hurd Ensign is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previous experience at Brouwer & Janachowski and Copeland Insurance. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of proprietary investment processes and affiliated business platforms.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., Inc., Sterling Bank & Trust, and Quantum Capital Management. Currently based in San Francisco, CA, Chen has been with Citi Group since 2019 in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages portfolios using internal standards and oversight committees, supporting bespoke solutions for high-net-worth and ultra-high-net-worth clients.