Douglas Poetzsch is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citi Private Bank for 11 years before joining IEQ Capital in 2024. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach includes centralized macro and manager research, the use of independent managers, and allocation to both liquid and private alternative investments.

Raschard Mc Kinney is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. He previously worked at JP Morgan for six years. He is the founder of two small businesses: 8th & McKinney LLC, which assists small businesses with business plan writing, and Web & Wonder LLC, a retailer of video game and computer accessories. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm manages customized portfolios through a combination of proprietary and external strategies, supported by an internal investment team and governance committees.

Stephanie Chang is a CFP® and CFA® with nine years of experience in the financial industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including Pillar Pacific Capital Management, Fisher Investments, and LPL Financial. Chang serves as a successor trustee for a family trust outside of her advisory role. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individual, high-net-worth, corporate, and retirement plan clients. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Katherine Muller is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has previously been involved with organizations including the California Alumni Association, Everlastly, Inc., and University Tees. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Tammy Plotkin Oren is a financial advisor with Eagle Strategies (New York Life) based in Berkeley, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been affiliated with New York Life and its related entities since 2005 and has operated TPO Financial and Insurance Services since 2009. Outside of her advisory work, she serves as Treasurer and Board Member for UC Berkeley Hillel and is a board member for the Delaware Street HOA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Fatema Udaipurwala is a CFA® charterholder affiliated with Eagle Strategies (NY Life) in San Francisco, with eight years of industry experience. Her career includes roles at Silver Transitions Financial & Insurance Solutions and NyLife Securities, LLC, as well as ongoing service with New York Life Insurance Company since 2018. She is a board member and co-chair of the programs committee for Financial Women of San Francisco. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Anthony Garibaldi is a CFP® professional with 16 years of experience in financial advising. He has been with Eagle Strategies (NY Life) since 2011 and also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2010. Garibaldi serves as Treasurer and board member of the San Francisco Peninsula chapter of NAIFA, the National Association of Insurance and Financial Advisors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives and emphasizes largely non-discretionary asset management within the New York Life affiliate structure.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. 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 includes independent manager research and allocation to both liquid and private alternative investments.

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.

Diane Parker is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, she owns a pet sitting business serving clients in their homes. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs, along with additional services such as tax planning, bookkeeping, and estate-planning strategies through third-party providers.

Elizabeth Husserl is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Lion Street Advisors, PEAK360 Wealth Management, Evolve Wealth Planning, and Ameritas Investment Corp. Outside of advisory work, she is an author and speaker focused on behavioral finance, based on her book *The Power of Enough: Finding Joy in Your Relationship to Money*. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.

Canji Liang is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining HSBC Securities in 2025, Liang worked at Charles Schwab for five years and held a position at HSBC Bank USA. Liang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, in addition to their advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options, with investment strategies supported by HSBC Global Asset Management and affiliated providers.

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.

Yanna Chen is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Her professional history includes roles at Transamerica Financial Advisors since 2016 and a longstanding position with the California Public Utilities Commission dating back to 2007. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary program options.

Benjamin Bradford is a financial advisor with Creative Planning, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Maxwell Wealth Strategies Inc. and various E*TRADE entities spanning from 2007 to 2023. Outside of advisory work, he manages a rental property in Pleasanton, California. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, delivering investment advisory and financial planning services. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Michelle Le is a financial advisor at Sanctuary Advisors, LLC, holding a Series 66 designation. She has experience working at Sanctuary Securities, Inc. and Morling Financial Advisors. Michelle's background also includes an extended period of education spanning N. Torrance High School, El Camino College, and the University of California, Berkeley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches, acting as a fiduciary under written advisory agreements.

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.