Brijinder Grewal is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021 and previously worked at the Internal Revenue Service for 13 years. Based in San Francisco, CA, Grewal has five years of industry experience. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.

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.

Spencer Gordon is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that incorporates independent managers and alternative investments through platforms such as iCapital.

Rocio Derodriguez is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services, LLC since 2017 and previously worked at Centaurus Financial, Inc. Since 2017, she has provided financial planning services to corporations and individuals. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Martim De Arantes Oliveira is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Geller, Cresset Asset Management, and U.S. Bank. 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 employs a goals-based investment approach that incorporates both in-house strategies and third-party managers, utilizing risk management tools and offering specialized private fund capabilities through affiliated platforms.

Stuart Choy is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Sound Income Strategies, TPC Financial Group, and Puritan Financial Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, applying an investment approach based on Modern Portfolio Theory using algorithmic model portfolios and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Joseph Lum is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He currently works at MAI Capital Management, LLC, having joined the firm in 2022 after spending eight years at Financial Horizons-Wealth Building Strategies LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of mid-2026.

Samuel Marshall is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. He previously worked at West Coast Financial, LLC for eight years and at Hamilton Tharp, LLP for three years. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. Cerity Partners is an SEC-registered investment adviser that serves 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 access to alternative and private-market investments.

Alexander Smith is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He has held positions at J.P. Morgan from 2008 to 2020 before joining Cresset in 2020. He holds Series 63 and Series 66 licenses. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a broad range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts thorough due diligence on third-party managers and private funds.

Morgan Friel is a financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked for eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. He holds a Series 65 credential. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm emphasizes a research-driven investment process and offers additional family-office services, OCIO engagements, and access to digital asset investments through Fidelity Digital Asset Services.

John Cella is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. He has been with William Blair since 2023. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Ying Shi is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses and has served on the board of Kiwi Drop Inc., a company focused on connecting small business owners with merchandise from China through social media and live broadcasting. She is also involved with 996 Partners LLC and works as an associate director managing events at Stanford University to promote faculty research to alumni. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, serving both discretionary and non-discretionary clients.

Julia Boustany is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she worked at Morgan Stanley and held various roles at the University of Southern California, The Pacific Bridge Companies, ReInvest Capital, and Occidental College. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Michael Glasser is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Summit Financial Advisors, LLC and FC Naples. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across a range of strategies and serves in both advisory and product-sponsor capacities, managing substantial assets and affiliated investment vehicles.

Marco Bronzini is a CFP® professional with 34 years of experience in the financial industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. He also serves as Vice-President of Omni-Prestige Insurance Services, Inc., which provides life, long-term care, health, and group insurance. Additionally, he acts as Co-Trustee on his father's estate for estate planning purposes. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing various third-party platforms and managers.

Marina Eastman is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She has previously worked at IEQ Capital, LLC, Callan LLC, and the University of California. 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, offering wealth management, portfolio management, retirement plan consulting, family office services, and advisory services to private funds through a disciplined, risk-aware approach utilizing both active and passive strategies across various asset classes.

Fayann Han is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. She has worked at Charles Schwab and related entities since 2021, with additional experience at the University of California, Davis and other organizations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools to recommend investment allocations without exercising discretionary trading authority.

Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with rigorous internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Stephen Grochol is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Penn Mutual Life Insurance Company, and SGC Financial and Insurance Services. In addition to his advisory role, he is involved in insurance brokerage through Private Label Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.