Tony Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 63 and Series 65 credentials. Wang previously worked at Fisher Investments for 17 years and has been with Citigroup in various capacities since 2002. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm uses multi-asset, multi-manager strategies and maintains significant in-house research and market roles uncommon among peers.

Eric Goodbar is a CFA® charterholder and holds the Series 66 designation, with two years of industry experience. He is currently with Citigroup Global Markets, having previously worked at BNY Mellon and its affiliated entities from 2005 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Xinyi Huang is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, Bank of America, and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Manuel Lugo Garcia is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Parallel Advisors, Destination Wealth Management, Golub Group, and Polaris Greystone. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified portfolios with multi-factor tilts using a range of investment vehicles including ETFs, index funds, and private funds.

Stephen Meuris is a financial advisor with Independent Financial Partners in San Francisco, CA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Partners in 2022. He also operates Rockwood Wealth Management, providing financial planning and investment management services. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers across the U.S. The firm is noted for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, and offers flexible investment management options with centralized oversight.

Amanda Fox is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Wealthspire Advisors since 2024 and previously spent seven years at Private Ocean, LLC, as well as three years at Social Finance, Inc. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporate and nonprofit clients, using an asset allocation approach modeled on endowments and foundations.

Jenny Yu is a financial advisor with Eagle Strategies (NY Life) in San Francisco, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2010. Outside of her advisory role, she serves as vice president of Relationship Business Integrators, a business networking group, and holds officer positions with San Francisco Business Allies and the San Francisco Unified Lions Club Foundation. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis.

Caroline Weis is a CFP® and CFA® with four years of industry experience. She has been with TIAA-CREF since 2025 and has a long history at TIAA dating back to 2003. Based in San Francisco, CA, she currently serves as a financial advisor within this enterprise firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of point-in-time planning and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ron Guidi is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, Robertson Stephens, Deutsche Bank Securities, and other firms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Theodore Jablonski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at BTR Capital Management, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Thomas Graber is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RBC Capital Markets and Cadaret Grant & Co., Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Stacy Sanders is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, Stacy worked for Coldwell Banker Realty from 2015 to 2022. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, including fee-based hourly advice and co-advisory relationships, with a significant portion of its assets managed on a non-discretionary basis.

Helio Prado is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2007. Based in San Francisco, CA, he advises clients within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Yulia Petrovsky is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Modern Financial Planning, LLC, and Bregante and Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.

Clarence Ho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab & Co., Inc. 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 and certain Charles Schwab & Co.-referred clients. The firm’s services emphasize asset allocation and investment selection based on proprietary models and research tools, with trades executed only upon client authorization.

Aaron Waxman is a CFP® with 16 years of experience in the financial advisory industry. He currently works at Cerity Partners LLC, where he has been since 2021, and previously spent 11 years at Bingham, Osborn & Scarborough LLC. Outside of his advisory role, he serves as Vice President of Oski Management Inc., a family office managing investment assets, and is a member of the Board of Managers at G2 Insurance Services, Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, tax services, and insurance placement. The firm’s investment approach emphasizes client-specific profiles, quantitative screening, and access to alternative and private market solutions through affiliated businesses and co-investment opportunities.

James Adgar is a financial advisor with PlanMember Securities Corporation, holding Series 63 and 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Valley Wealth Strategies, and National Planning Corporation. Outside of his advisory work, he serves as a sports official with the Bay Island Officials Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach across risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Mark Immel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Citigroup Global Markets and Citi Private Bank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and derivatives services.

Shuzhen Chen is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., TradeUp Securities, and China International Capital Corporation prior to her current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using proprietary research and standard models, with client trades executed only upon authorization.