Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Yiyin Xia is a financial advisor with Goldman Sachs Wealth Services in San Francisco, holding Series 63 and Series 65 credentials and seven years of industry experience. Their prior roles include positions at The Ayco Company, L.P./Mercer Allied and multiple affiliations with the University of Southern California. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes a combination of strategic allocation models, manager selections, and proprietary analytics, benefiting from integration within the broader Goldman Sachs ecosystem.

Halley Craig is a CFP® professional with 14 years of industry experience, currently affiliated with Mercer Global Advisors Inc. Prior to joining Mercer in 2026, Halley spent six years working with multiple entities including Cetera Wealth Services, LLC and CWM, LLC dba Carson Partners, and eight years at LPL Financial, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through various investment vehicles and specialized programs.

Bennett Flynn is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He joined IEQ Capital in 2026 and has no prior industry experience. His background includes roles with the Idaho Falls Chukars and Rogers Blue Jays, as well as education at the University of Notre Dame and Davidson College. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macro and manager research with access to alternative investments through an integrated private-investment platform.

Megan Lathrop is a CFP® professional with nine years of industry experience. She is currently with Wealthspire Advisors and has previously operated her own financial practice, Finanseer, as well as worked with Vanto Group. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients across various segments, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, supported by centralized due diligence and ongoing client service enhancements.

Robert Welch is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BTR Capital Management for seven years. 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 offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active managers guided by quantitative and fundamental research.

Barbara Dugan is a financial advisor at Farther with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, Alpha Cubed Investments, and J.P. Morgan Securities. Outside of her advisory career, she has operated Barbara Dugan Yoga and Wellness since 2000, offering private and small group yoga instruction. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios with algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Brayden Little is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther since 2026. He previously worked at Advisors Capital Management, Royal Alliance, and Pettinelli Financial Partners, LLC. Outside of his advisory roles, Little has experience working at San Jose State University and Bethel Church of San Jose. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and AI tools alongside advisor judgment.

Guoli Rothbaum is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, Goldman Sachs, and Tesla Inc./Solar City. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options supported by a multi-tiered risk profile framework and collaboration with HSBC Global Asset Management.

Grace Beelman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, she worked at Hutchinson Capital Management and Beacon Economics, and she completed her education at UCLA. Cerity Partners advises 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 offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Denrik Wong is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Myles Vanderweele is a CFP® with 12 years of industry experience, currently advising clients at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for seven years at Bingham, Osborn & Scarborough LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Meredith Jensen is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, the San Francisco Federal Reserve Bank, and Narvar. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary approaches. The firm uses a structured investment process with multiple risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Connor Hufer is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lululemon and attended the University of California, Berkeley. Hufer is based in San Francisco, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Alexandra Holcomb is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. She holds a Series 65 designation and has been with the Capital Group organization since 2013, including thirteen years at Capital Group Private Client Services, Inc. prior to her current role. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon, utilizing separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Prabhjit Hayer is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2009 to 2022. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. Catherine also spent four years in full-time education prior to her advisory career. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines proprietary quantitative methods with both third-party strategies and direct security selection.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Owen Good is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, and offers a range of packaged programs and tax management options.

Chaitanya Reddy is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 16 years before joining Citi Private Bank in 2026. Outside of his advisory role, he serves as a volunteer board member for Habitat for Humanity GLA. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.