Karl Salocks is a CFP® professional with 12 years of industry experience, currently associated with Carson Wealth. His career includes roles at Morgan Stanley, Merrill, Principal Financial Services, and several wealth management firms. Salocks is based in San Rafael, CA. Carson Wealth operates as an enterprise platform serving corporate, institutional, and high-net-worth clients through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.

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.

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.

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

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.

Laurie Marks is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 registrations and having 10 years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Co., TIAA-CREF, and TrigoFi, Inc. She serves on the Finance Committee of the San Francisco Waldorf School, assisting with financial oversight, budgeting, and endowment management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in portfolio construction.

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.

Michael Mcdonough is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Principal Securities Inc. since 2010 and founded MK McDonough Financial & Insurance Services in 2019. Outside of advisory work, he is the owner and developer of Mastering Action Plans for Success, a proprietary goal planning system, and serves as a board member for the Alameda Boys and Girls Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.

John Harty III is a financial advisor with Carson Wealth in San Rafael, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Sterling Bank & Trust, Cambridge Investment Research Advisors, and Cetera Advisor Networks. Outside of advising, he serves on the advisory board of the Corinthian Yacht Club of San Francisco. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing tailored investment solutions.

Timothy Mcnamara is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Beacon Pointe Advisors LLC, Carson Wealth, and his own consulting firms. Mercer Global Advisors serves individuals, families, and a range of institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, alongside educational programming and integrated affiliated service lines.

Sheldon Freisinger is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management and financial planning, with advisory services that include strategic asset allocation and manager selection across various portfolio types.

Minyu Yang is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is also a dual-hatted Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of program types and combines strategic and tactical asset allocation with global fund due diligence to provide both discretionary and client-directed investment solutions.

Eric Kohlmeister is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and several other firms. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory, retirement plan investment management, and various operational supports. The firm manages approximately $41 billion in assets across about 42 advisors and combines enterprise scale with a high client and asset load per advisor.

Alexa Schmidt is a financial advisor at Corient with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Goldman Sachs & Co. LLC and Columbia Pacific Wealth Management. She is based in San Francisco, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

Lisa Chen is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Outside of her advisory role, she participates as a caregiver in an in-home support services program. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.