Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealing, and futures commission merchant activities.

Matthew Kenaston is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked for 15 years at Blue Oak Capital, LLC. Outside of his advisory role, he is an advisor to OPTO Investments, a fintech platform focused on traditional alternatives. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers tailored portfolio management with a focus on diversified asset allocation and provides a broad range of services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Ronnyjane Goldsmith is a financial advisor with Steward Partners Investment Advisory, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Raymond James Financial Services. Goldsmith is also the author of a book profiling City College of New York alumni who have made significant social impacts, with proceeds supporting a student fund at CCNY. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

David Won is a financial advisor at IEQ Capital, LLC and holds a Series 65 designation. He has one year of experience in the industry following a ten-year career with the United States Marine Corps. 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 incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, 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 uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Frank Mcfarland III is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company, LLC from 2013 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm combines centralized macro and manager research with investments in liquid and private alternative assets, serving clients generally with net worth at or above $10 million.

William Crocker is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Franklin Templeton, Bertram Capital, and Olukai. Prior to his advisory roles, he was involved with Camp Longhorn and Barbara Butler Artist Builder. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and employs a centralized investment process that includes independent manager research and allocation to alternative investments.

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Evor Vattuone is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Farther since 2026. Prior to this, he has been with Aspire Planning Associates, Inc. since 2005. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, utilizing a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios primarily allocated among ETFs, mutual funds, equities, and fixed income.

Rowan Bradlee is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital in 2026, he held positions at Pathstone and Fidelity Investments, and has a background in education with roles at Skidmore College and Belmont Hill School. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and involves diversified portfolios with liquid strategies, third-party managers, and private alternative investments.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

Matthew Smith is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC. Outside of his advisory work, he volunteers with The Guardsmen, a nonprofit focused on fundraising to send at-risk children to summer camp. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and plan sponsors, providing services such as financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures that emphasize recommendation-based advice.

Kevin Burt is a CFP® and CFA® with 12 years of industry experience. He currently serves as a financial advisor at IEQ Capital, LLC, where he has worked since 2021. His prior experience includes roles at First Republic Investment Management and Professional Traveler. IEQ Capital specializes in portfolio management and investment advisory services for high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process is driven by centralized macroeconomic research and uses a combination of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and private-equity funds.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 provides both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Neha Joseph is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and starting her advisory career in 2026. She previously worked at Morgan Stanley and UBS Financial Services. Outside of finance, she has experience working at LifeAlive Cafe and spent seven years at Boston University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process combines centralized macroeconomic research with client-specific policies and includes both liquid strategies and private alternative investments.

Preston Hwang is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PricewaterhouseCoopers. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

Annette Smith is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and First Republic Securities Company, LLC prior to joining Rockefeller Financial. 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 a Private Advisor model with discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions, variable insurance products, and investment banking.

Haolun Zhang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to joining IEQ Capital, he held positions at Kestra Investment Management, Kestra Investment Services, Edward Jones Investments, and Washington University in St. Louis. Zhang is a limited partner in two investment ventures, including a Texas multi-family residential complex and pre-IPO shares of Databricks, with no active management duties. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that combines macro and manager research with allocations to liquid and private alternative investments.