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.

Sean Angelis is a CFP® professional with 13 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2021, following nine years at Bingham, Osborn & Scarborough LLC. He is based in San Francisco, CA, and holds a Series 65 license. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Alessio Fabri is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2015, including roles at CitiBank prior to his current position. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients, combining large institutional scale with unique 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.

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 CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 13 years at Bingham, Osborn & Scarborough LLC. He holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a client-specific investment framework that integrates proprietary quantitative screening with both third-party strategies and direct security selection, and it offers access to alternative and private market solutions for qualified clients.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo, Bank of America, Merrill, and SVB Wealth LLC. 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, including operating as a security-based swap dealer and futures commission merchant.

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.

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 at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including City National Bank, Merrill, Fidelity, Edward Jones, and A. G. Edwards & Sons. 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, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, participants, and charitable organizations. The firm combines traditional research with AI-enabled tools and partners with Envestnet to offer asset allocation strategies and manager selection through its AMC Advantage program.

Brijinder Grewal is a Series 65-credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., he worked at the Internal Revenue Service for 13 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice utilizes Schwab’s internal research tools and asset-allocation models, with service offerings including mutual funds, ETFs, SMAs, and alternative investments, while execution of trades requires client authorization.

Francis Abella is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Wells Fargo Clearing, Bancwest Investment Services, Wells Fargo Investments, and Charles Schwab. He serves as a board member and volunteer for the Napa Youth Lacrosse Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and financial planning, with a client process focused on personalized assessment and diversified asset allocation.

James De Martini IV is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 14 and 24 years respectively. Outside of his advisory role, he is part owner of LJCV LLC, an investment-related LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and investment banking services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.