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 holding a Series 65 designation. He joined IEQ Capital in 2025 after eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. Friel has no prior industry experience before joining IEQ Capital. 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 with an investment approach that integrates macro and manager research, independent managers, and allocations to liquid and private alternative investments.

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.

John Griffin is a CFP®-certified financial advisor at Corient with two years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Tufts University. Outside of finance, he worked at Gregg's Greenlake Cycles. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and continuous risk monitoring.

Ying Shi is a financial advisor at Transamerica Financial Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses. In addition to her advisory role, she serves as an independent board member of Kiwi Drop Inc and is associate director at Stanford University, managing events to promote faculty research to the alumni community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party model portfolios through discretionary and non-discretionary platforms.

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.

Sinman Poon is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and J.P. Morgan Securities. He is 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Chelsea Salins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. 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, with a focus on customized, diversified portfolios.

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.

Lyman Howard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following an eight-year tenure at Ashfield Capital Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach that combines proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

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 with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, LPL Financial, SGC Financial and Insurance Services, Minnesota Life Insurance Co, and Securian Financial Services Inc. Grochol is also involved in insurance brokerage and financial planning through Private Label Wealth Management, assisting clients with retirement, cash flow, insurance, and overall planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jennifer Lam is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Mariner Wealth, JPMorgan Chase Bank, First Republic Securities Company, and Merrill. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation and manager selection across public equities, fixed income, and various alternatives, utilizing both active and passive strategies.

Le Ann Shea is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cerity Partners LLC, Bingham, Osborn, & Scarborough, LLC, RBC Capital Markets, Capfinancial Securities, LLC, CapTrust, and Natixis. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolios using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Elizabeth Revenko is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Corient. Her prior experience includes roles at Ensemble Capital Management LLC, Private Ocean Wealth Management, and Mosaic Financial Partners. She also has a long-standing role as a novelist and serves as Chair of the Board of Trustees at San Domenico School in California. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Lai Kwong is a financial advisor with William Blair, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He is based in San Francisco, CA. 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 emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Rigoberto Ruiz is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Edward Jones, and Wells Fargo Clearing Services. Outside of his advisory work, he is the owner of Armor Property Investment LLC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client goals and Plan Sponsor criteria, primarily managing assets on a non-discretionary basis.