Robert Berston is a financial advisor at Oppenheimer with Series 66 credentials and less than one year of industry experience. Prior to joining Oppenheimer in 2025, he held various roles at the University of California, Santa Cruz, and other organizations. Outside of his advisory work, he is involved in event catering with Cow Hollow Catering in San Francisco. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and provides both execution and advisory support to institutional and unaffiliated advisors.

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.

Jeffrey Peters is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent eleven years at Ashfield Capital Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

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.

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 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Leon Baer is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was with First Republic Investment Management, Inc. for two years and spent three years at American University. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, and other entities. The firm offers discretionary SMA management along with family-office and administrative services, OCIO engagements, donor-advised fund support, and assistance with digital asset exposure, employing a centralized macroeconomic research process and multi-phase due diligence in its investment approach.

Minyu Yang is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining HSBC, Yang worked at J.P. Morgan Securities and JPMorgan Chase Bank. Yang also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside their advising role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, operating as both a registered adviser and broker-dealer.

Justin Renaudin is a CFA® charterholder with five years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to this, he held roles at EPIQ Capital Group, Thetos Advisors, and SoftBank Investment Advisers. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternatives.

Jennifer Ellison is a CFA charterholder with 22 years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously spent 20 years at Bingham, Osborn & Scarborough, LLC. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach focuses on asset-allocation driven model portfolios, written investment policy statements, and IPS-based monitoring, managing the majority of assets on a non-discretionary basis.

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.

Joseph Santomieri is a financial advisor at Stratos Wealth Partners, Ltd with Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors. He also worked for the Milpitas Unified School District for over two decades. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Frank Hurley is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

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 with Schwab Wealth Advisory in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of her advisory role, she is involved as a caregiver in In Home Support Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning. The firm uses Schwab’s asset allocation models and research tools to recommend investments but leaves final trading decisions to clients.

Richard Rodriguez is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at firms including LPL Financial, Royal Alliance Associates, and MassMutual Investors Services. Outside of his advisory roles, he has been involved with Diamond Skills Camp for over a decade. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by proprietary tools to tailor portfolios across various asset classes.

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs.

Yunyan Zhou is a financial advisor at Citigroup Global Markets with six years of industry experience. Zhou holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank, HSBC Securities, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as swap dealer and futures commission merchant, supporting both discretionary and non-discretionary investment solutions.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 36 years of industry experience and previously worked at LPL Financial for 17 years and the Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm employs a range of analytical approaches and provides access to multiple platforms and services to meet client objectives.