Sharon Lin is a CFA® charterholder and Series 63 licensee with five years of industry experience. She is currently an advisor at Eagle Strategies (NY Life) and has held various roles within New York Life-affiliated entities since 2019. Outside of her financial career, she works as an independent voiceover contractor. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis.

David Umbenhaur is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has spent his career with Guardian Life and its affiliate Park Avenue Securities. Outside of his advisory role, he volunteers as a sound technician for his church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with tailored solutions for various client needs.

Emily Yellen is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Group, J.P. Morgan Advisors, First Republic Bank, and Citi Personal Wealth Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.

Nestor Belmonte Jr. is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Anh Vong is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and currently based in San Ramon, CA. Anh has no prior industry experience but has held roles at LPL Financial, Equitable Advisors, and several other organizations since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using a combination of discretionary and non-discretionary services and multiple third-party strategists.

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Aaron Sanchez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, Aaron was associated with NYLIFE Securities LLC and New York Life, and he also has experience with Mindful Creations LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a CFP® professional with eight years of experience in the financial advisory industry. She is currently with Schwab Wealth Advisory, Inc. and previously worked at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers wealth management education alongside annual financial reviews and planning discussions.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.