Miles She is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007. He holds the Series 63 and Series 65 designations. 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 through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and atypical market roles.

Stephen Florance is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Robertson Stephens Advisors. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolio solutions emphasizing diversified asset allocation across multiple asset classes, along with access to alternative and private-market investments.

Samuel Brumbaugh is a CFP® with 13 years of experience in the financial industry. He currently serves as an advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Bel Air Securities LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside access to liquid and private alternative investments.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.

Matthew Stubblefield is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Northwestern Mutual and National Life Group. Outside of his advisory role, he is also an insurance agent with TruePath Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading.

Joseph Davison is a financial advisor with Private Advisor Group, LLC, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Strategic Wealth Advisors Group and LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of analytical approaches and trading time horizons, with services delivered through a network of investment adviser representatives.

William Soto is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and previously worked at University Federal Credit Union for seven years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Elizabeth Murrell is a financial advisor at IEQ Capital, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Sepio Capital, LP and Wells Fargo Clearing prior to joining IEQ Capital in 2023. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments, managing approximately $35.4 billion in assets.

Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.

Patrick Hejlik is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Securities Company, First Republic Investment Management, and Fourth Quadrant Asset Management. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities.

Samuel Crawford is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has one year of industry experience, including prior roles at Laird Norton Wetherby, Main Street Research, Bailard Inc., and Rei. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process relies on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Kenneth Sorosky is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at True Capital Management for 10 years. Outside of his advisory role, he serves on the board of directors for Diversified Pacific, a real estate investment entity. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, employing a diversified, asset-allocation-driven approach that combines active and passive strategies across multiple asset classes.

William Meyer is a financial advisor with Rockefeller Financial LLC in San Francisco, holding a Series 66 designation and 17 years of industry experience. His career includes a decade at Bank of America, N.A., and extensive experience at Merrill prior to joining Rockefeller in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional asset management strategies.

Patricia Baxter is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and is also the CEO and owner of REAP Legacy, Inc., an insurance services firm she founded in 2002 that offers annuities, long-term care insurance, life insurance, and disability insurance. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm provides fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Erin Lively is a financial advisor at IEQ Capital, LLC with the Series 65 designation and one year of experience at the firm. Prior to joining IEQ Capital in 2025, she held roles at Fintrx and PenFed Credit Union, as well as positions outside the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm manages approximately $35.4 billion and offers a range of specialized investment solutions including private alternative investments and client Digital Asset exposure.

David Tarantino is a financial advisor at Farther with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther, he worked at Portico Wealth Advisors, LLC for 16 years. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, emphasizing the use of ETFs, mutual funds, individual equities, and fixed income.

Jennifer Young is a financial advisor at IEQ Capital, LLC with eight years of industry experience. She holds the Series 66 designation and has worked previously at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality. She has been with IEQ Capital since 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm combines macroeconomic research with client-specific investment policies to construct portfolios from liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.

Natalia Whitaker is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining IEQ Capital, she worked at Third Bridge Group Limited and Astor Financial Group. Outside of her advisory role, she is a passive shareholder in a family food distribution business, American Key Food Products LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and alternative investments, managing approximately $35.4 billion through a platform that integrates private investment vehicles and specialized services.

Paul Solorzano is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in San Francisco, CA. He previously spent 23 years at Lincoln Financial Advisors and has been with Commonwealth and Aegis Consulting since 2024. Outside of his advisory work, he owns solo2000 LLC, a private entity related to his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports advisors with operational, trading, technology, and compliance resources while offering discretionary model portfolios and customized investment solutions.