Stephanie Murphy is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 20 years of industry experience. She has been with PlanMember since 2006 and previously worked at Hooker Financial, Inc. from 2004 to 2017. Murphy serves on the Finance Advisory Committee of the Alpha Phi Foundation, where she reviews and evaluates the charity's accounts quarterly. 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’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, combined with education and support services for plan sponsors and participants.

Vanessa Stimac is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Ameritas entities since 2006. In addition to her advisory role, she operates VS Financial Planning, providing financial planning and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm provides a range of fee-based asset management and plan consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robindronath Chatterjee is a financial advisor with GWN Securities Inc. in Oakland, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at the University of California, Los Angeles, and Head-Royce School. He is involved in pension education through the Pension 101 platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Vicken Ekmekjian is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has worked at Stein Roe Investment Counsel, Inc. since 2009. Ekmekjian is based in San Francisco, CA and is currently with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial planning, and access to advanced strategies, supported by an internal investment team and governance committees.

Jeffrey Sferra is a CFP® with 17 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and Charles Schwab, having previously spent six years at Fidelity Investments. Outside of his advisory role, he and his wife manage a rental townhouse in Walnut Creek, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s asset allocation models and research tools.

Sunita Patel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2025 and previously spent 11 years at Wellington Management Advisers, Inc. and Wellington Funds Distribution, Inc. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term, fundamental research approach and utilizes multiple portfolio managers to tailor client allocations based on investment objectives, time horizon, and risk tolerance.

Steven Hendrix is a financial advisor with Capital Group Private Client Services, Inc. He holds a Series 65 designation and has over 15 years of industry experience, including prior roles at First Republic Bank and Capital Group Companies. He has been with Capital Group Private Client Services since 2023. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, research-driven investment process and a multiple portfolio manager system. The firm manages approximately $42.7 billion in discretionary assets, focusing on separately managed accounts and pooled funds.

Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.

Kenneth Clift is a financial advisor with Hightower Advisors in San Francisco, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked for Schultz Collins Lawson Chambers for 10 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that encompass discretionary portfolio management, financial planning, and access to various pooled investment vehicles and private funds.

Kevin Fung is a CFP®-certified financial advisor with 21 years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member for the Hong Kong Association of Northern California, a nonprofit fostering ties between Hong Kong and Northern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Alexander Eisenberg is a financial advisor with PlanMember Securities Corporation in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has been with PlanMember Securities since 2000 and is also self-employed. Eisenberg is licensed as an insurance agent and sells fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through unitized, risk-based mutual fund portfolios and supports clients with education, planning, and counseling services.

Anthony Lindner is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Robertson Stephens Advisors, Addepar, and 10x Group. He has been with Rockefeller Financial LLC since 2019 and is currently affiliated with Rockefeller Capital Management as of 2024. 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 portfolio management, financial planning, and consulting with broker-dealer services, operating through a Private Advisor model and a consolidated investment platform that offers a range of discretionary and non-discretionary investment solutions.

Sherman Salangad is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for 16 years before joining Cerity Partners in 2021. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. 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’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Jeffrey Needham is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through different client-directed and discretionary program types. The firm uses a structured investment approach with five model risk profiles and combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for advisory, fund selection, and administrative services.

Ryan Moore is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. His career includes prior roles at Wealthspire Advisors, Cambridge Investment Research Advisors, and AXA Advisors. Before entering the financial industry, he held various positions including work at Hungry Howies and MassMutual. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Steve Ching is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including 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 private fund management across multiple asset classes.

Colin Shedd is a CFA® charterholder with eight years of industry experience, currently serving at Schwab Wealth Advisory in San Francisco, CA. His prior experience includes six years at Citigroup and roles at Bank of America and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Monica Foy is a financial advisor at Cerity Partners LLC with a Series 65 designation and experience in the financial services industry beginning in 2024. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of her advisory work, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both based in San Francisco, 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 and maintains large institutional capabilities with complex market roles and arrangements.