Jonathan Tull is a CFA® charterholder with 15 years of industry experience. He is currently with Farther and previously worked at Meritas Advisors, LLC for 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Rita Lee is a PFS™ credentialed advisor at Cerity Partners LLC with four years of industry experience. She has been with Cerity Partners and its affiliated Retirement Plan Advisors since 2022 and previously worked at Brouwer & Janachowski for 21 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves 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, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes multiple roles at HSBC and Wells Fargo, as well as experience at Cetera Investment Services and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in bank-related product sales alongside his advisory work. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types with varying levels of client direction and discretion, supported by asset-allocation advice and fund due diligence performed in conjunction with HSBC Global Asset Management and affiliated providers.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

Alana Yokoyama is a CFP® with nine years of experience in the financial industry. She currently works at Cresset Asset Management, LLC and has previously held roles at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, LPL Financial, and Gerber Kawasaki. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction, employing both active and passive strategies alongside third-party managers.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael De Santis is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. Farther provides discretionary investment management and 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 investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools subject to internal review.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies since 2019 and is currently with Capital Group Private Client Services, Inc. Prior to joining Capital Group, he worked at SmartBiz Loans from 2015 to 2019. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. 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 both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Keith Gentry is a financial advisor with Citizens Securities, Inc. and Citizens Private Wealth in San Francisco, CA. He holds a Series 66 credential and has 14 years of industry experience. Prior to his current roles, he worked at Clarfeld for seven years. Outside of his advisory work, he plays drums in a band on a part-time basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Gary Garabedian is a financial advisor with William Blair and holds Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has ownership interests in a transportation equipment sales business and a private investment partnership. William Blair’s Private Wealth Management division provides investment management and financial planning services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Canden Hannah is a financial advisor at Corient based in San Francisco, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Focus Partners Wealth and Puesto, as well as teaching experience at Grand Canyon University and Berean Christian High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, with additional capabilities in private funds and affiliated trust services.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital Management, LLC. 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 corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Julian Lam is a financial advisor with Schwab Wealth Advisory Inc. in San Francisco, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Fisher Investments from 2011 to 2017 before joining Schwab Wealth Advisory and Charles Schwab in 2017. Outside of his advisory role, he is involved in food delivery services through Uber Eats. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and research tools, recommending investments while leaving final trading decisions to clients.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Mathew Salter is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. His prior roles include positions at Franklin Templeton Financial Services, Legg Mason Investor Services, and Cisco Systems. He also serves as a councilmember for the Town of Ross, California. 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, along with execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Omeed Mahoobi is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and market roles unique to large institutional firms.

Jingliang Wu is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, New York Life Insurance Company, and the Industrial and Commercial Bank of China (USA) N.A. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a multi-profile asset allocation process and various affiliated advisory and fund selection services.