Zachary Ammirato is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Ammirato has personal private equity and venture investment activities through HoneyBee Ventures. 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 portfolio management, financial planning, and advisory services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Christopher Akamine is a CFP® with 17 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2022. He previously worked at Brouwer & Janachowski, LLC for 13 years. Akamine serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce, where he reviews investments and financial budgets. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Andrew Huang is a CFA® charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at JP Morgan Chase Bank, N.A. and First Republic Investment Management, Inc. Outside of his advisory role, he serves as a first successor trustee for a friend's trust account. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach that incorporates both active and passive strategies, supported by a structured due-diligence program and private fund management.

Oliver Orzal is a financial advisor with Equity Services, Inc. in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp., and David White & Associates. He is involved in the marketing of wealth and insurance services under the names Falcon PG Wealth Management and Insurance Services and Nagomi Wealth Management and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms, including third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Keith Furuya is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Farther and has been with Black Walnut Advisors LLC since 2005. Outside of advisory work, he serves as a board director for Filtrano Tapes and operates as an independent insurance broker licensed in California. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through web, mobile, and in-person platforms. The firm’s approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios with algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Steven Ramirez is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Cerity Partners LLC and previously worked at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with 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 access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Eric Schulkin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. He previously worked at Gerber Kawasaki, Inc. and LPL Financial, both from 2014 to 2018. Outside of his advisory role, Schulkin serves as a trustee on the board of the Drew School, a registered 501(c)(3) nonprofit in San Francisco. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as portfolio management, consulting, and financial planning. The firm employs various investment approaches depending on the program, ranging from strategic asset allocation to tactical manager selection, and manages approximately $36.7 billion in assets under management as of December 31, 2025.

Cheng Yu Lee is a financial advisor at HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses with nine years of industry experience. Lee has worked at HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017 and was involved in personal trading in the financial market from 2015 to 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process with both strategic and tactical asset allocation, leveraging affiliated and third-party providers for fund selection and portfolio management.

Zachary Schiller is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Sanford C. Bernstein & Co. LLC, Jones, Schiller & Littman, LLP, and Morgan Stanley in various capacities. Outside of his advisory role, he is a co-founding member of a consumer packaged goods company and serves on the board and finance committee of a senior center in San Francisco, in addition to volunteering as a youth soccer referee. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020. His prior experience includes positions at Ameriprise Financial Services and Morgan Stanley in both private banking and Smith Barney divisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Laura Ward is a financial advisor at William Blair with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at First Republic in various capacities from 2005 to 2023 before joining William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Eli Sakov is a Series 65-licensed financial advisor with PlanMember Securities Corporation, based in Berkeley, CA. He has no prior industry experience but has been involved in technology and insurance-related consulting and entrepreneurship since 2018. Sakov is the founder and operator of Better Leads, Inc., a software company focused on developing tools for insurance lead identification and data management. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education, personalized retirement planning, and support services to plan sponsors and participants.

Cliff Duester is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is the founder of Private Label Wealth Management, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm integrates advisory services with broker-dealer capabilities and utilizes third-party asset managers to manage client portfolios.

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Ana Abraldes is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has been with Ameritas Advisory Services since 2021. Outside of her advisory work, she is the proprietor of Studio Vidro, an artisan glass producer and vendor specializing in glass tableware and jewelry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Shelby Stahr is a CFP® professional with seven years of industry experience, currently serving at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, Shelby worked at B|O|S, Private Ocean, and Mosaic Financial Partners. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Benjamin Buck is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. Prior to this, he worked for 12 years at J.P. Morgan Securities. Outside of his advisory role, he serves as an officer and director of the Benicia Arsenal Futbol Club, assisting with organizational and operational activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Harrison Kim is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and in various roles outside of finance, including at Devils Canyon Brewing Company and Vitality Bowls. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens and offers access to private-market investments alongside traditional portfolio management.

Matthew Schmidt is a CFA® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC, and Violich Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.