Sierra Macken is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and five years of industry experience. Prior to joining Rockefeller Financial, she held positions at First Republic Investment Management, Equitable Advisors, and Northern California Medical Associates. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Lyle Maasdorp is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at BlueSky Wealth Advisors, US Capital Global, Portfolio Bureau, and Chalford Wealth. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering customized investment management, financial planning, and access to alternative and private-market investments.

Brooks Doggett is a CFA® charterholder with 30 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2022. Prior to this, he spent 11 years at Goldman Sachs & Co. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to manage client portfolios through a variety of investment vehicles.

John Kim is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He currently serves at Corient and Corient Services LLC, joining in 2024, after prior roles at Ensemble Capital Management and Asset Dedication. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Dominique Abou Zeid is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Sean Angelis is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent nine years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Alessio Fabri is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following a three-year tenure at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Camryn Demko is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Camryn worked at Outdoor Voices and taught at Saint Mary's College of California and Patrick Henry High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and swap dealer services.

Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. His prior firms include LPL Financial, SII Investments, Inc., and T. Rowe Price Advisory Services, Inc. He is a founding member of a B Corporation and owns a marketing DBA called Green Retirement, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment exposures across varied risk profiles.

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

Frank Marinaro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he worked for Emery & Howard Portfolio Management for 21 years. Based in San Mateo, CA, he provides advisory services within a large enterprise firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting, supported by a broad team and centralized infrastructure.

Conrad Wright is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has worked previously at Ebert Capital Management and Hansen & Pereira, Professional Fiduciaries. 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 corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Joel Demaria is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2021, he worked for Bingham, Osborn & Scarborough LLC for 13 years. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolios emphasizing diversified asset allocation and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Vishal Wadhwa is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His career includes positions at First Citizens Bank, SVB Wealth LLC, Boston Private Wealth LLC, Wells Fargo, Bank of America, Merrill, and prior experience at Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with execution and custody services. The firm combines large institutional scale with unique market roles including in-house research, swap dealer and futures commission merchant activities, and provides bespoke discretionary solutions for very large relationships.

Jennifer Rechenbach is a financial advisor at Farther with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at First Citizens Bank, Silicon Valley Bank, and BNY Mellon Wealth Management. Based in San Francisco, she joined Farther in 2025. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to manage investments across ETFs, mutual funds, equities, and fixed income.

Julianne Gong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2017. Her prior roles include positions at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on guidance for asset allocation and investment selection, with trades executed only upon client authorization.

Kavin Hariharan is a financial advisor at Corient with a Series 65 designation and four years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Bainbridge Capital. Outside of financial services, he has experience working in the food service industry with Snooze A.M. Eatery. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and utilizes advanced risk management tools.