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, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is a founding member of B Corporation and an officer/director of Green Retirement, Inc., a marketing entity he fully owns. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services through a mix of in-house and third-party models, combining advisory and broker-dealer services with a range of discretionary and non-discretionary strategies.

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.

Eugene Huang is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Voya since 2016. Outside of his advisory role, he operates as an independent insurance agent, selling fixed insurance and Medicare products. Voya Financial Advisors, Inc. provides a range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers both discretionary and non-discretionary investment programs, utilizing model portfolios and third-party money managers, combined with an active broker-dealer distribution model and an extensive affiliate network.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Bank, SVB Wealth LLC, Boston Private Wealth LLC, Wells Fargo, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a range of advisory and execution services, including involvement in derivatives and futures markets.

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 Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2017, and previously worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. She is based in San Francisco, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s proprietary research tools and standard asset allocation models. The firm conducts annual account reviews and recommends investments but leaves final trading decisions to clients, operating primarily within the Schwab ecosystem without charging fees directly to clients.

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.

Jeffrey Keating is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase and BlackRock. Outside of his advisory role, Keating is involved in managing multiple real estate entities related to rental properties primarily in St. Joseph, Missouri. 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 through discretionary and non-discretionary programs, integrating internal standards and oversight committees for manager selection and monitoring.

Aimee Hendershott is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Principal Mutual Life Insurance Company, Principal Securities, Inc., and Principal Life Insurance Company. She is also a designated bank officer supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings within Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Mayberry is a financial advisor with Truist Advisory Services in San Francisco, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Truist in 2023, he spent 11 years with City National Bank. He serves on the Finance Committee of Kristi Yamaguchi's Always Dream Foundation, a nonprofit focused on childhood literacy in the San Francisco Bay Area and Hawaii. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches along with third-party platform and manager arrangements.