Josie Su is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Based in San Francisco, CA, her career has been focused within the firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution 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.

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.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 credential and has prior experience at Churchill Management Group and Fisher Investments. Based in San Francisco, CA, he joined Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies and customizing portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Lorna Meyer is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Merrill and Bank of America, N.A., with tenures spanning over two decades each before joining Rockefeller in 2025. Meyer serves as president of the Foundation of the Fine Arts Museums and participates in charitable organizations including the Sovereign Order Knights of St. John and the Museum of Modern Art. 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 range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Abbas Khoshnevissan is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Rock & Co LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is a half-owner of the San Francisco Fencer's Club, where he teaches children how to fence. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform, distinguished by its broker-dealer registration and capabilities in placing alternative investment vehicles.

Jacob Block is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Deutsche Bank Securities Inc., Foreside Fund Services, LLC, and Redbrick LMD, LLC. He has been with Citigroup since 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles and arrangements.

Michael Lee is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citibank, NA since 2012. 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 operates with a combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Kiran Ahuja is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services, Morgan Stanley Private Bank, HSBC Securities, and J.P. Morgan. 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 and maintains in-house research and security-pricing activities, operating at a large institutional scale with specialized market roles.

Maria Pejoro is a financial advisor with Oppenheimer in San Francisco, California, holding a Series 63 designation and 32 years of industry experience. Her prior work includes roles at Bay Hills Capital Management, iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of finance, she has worked as a pastry consultant involved in restaurant build-outs and menu planning. 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 provides a range of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches tailored to client objectives.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Kyle Benner is a CFP® professional with three years of industry experience. He currently works at Corient and previously held roles at Ensemble Capital Management and Abbot Downing Wells Fargo. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investment options where appropriate.

Micah Miller is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Investment Management, and Pillsbury Winthrop Shaw Pittman, LLP. 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 employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and access to both public and private markets.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. 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 incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Cole Mc Gowan is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience at Canterbury Consulting and Vouri. 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 process involves centralized macroeconomic research, customized Investment Policy Statements, and a mix of liquid strategies, independent managers, and private alternatives.

Akio Adams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs through internal standards and oversight committees.

Colleen Breit Supran is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2021. She previously held positions at Bingham, Osborn & Scarborough LLC, Morrison & Frazier, LLC, and Compass Fund Management, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm uses a customized investment approach based on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

David Giuffrida is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Citigroup since 2019, Millennium Limited Partners in 2017 and 2018, and JP Morgan Securities from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Robert Berston is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles including multiple positions at the University of California, Santa Cruz. Outside of finance, he works part-time with Cow Hollow Catering. 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 investment and consulting services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Brian Quinn is a financial advisor at Corient with 19 years of industry experience. He holds a Series 66 designation and previously worked at Vivaldi Capital Management and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and applies risk management tools and stress testing to align portfolios with client objectives.