Nicholas Casaccia is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for seven years and spent one year at Ernst & Young LLP. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, and tax support. The firm utilizes a long-term investment approach incorporating both active and passive strategies, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Emilio Johansen Foncuberta is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at San Mateo Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. OSAIC Institutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services using fundamental, technical, and asset-allocation analysis, with access to various investment platforms and solutions.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution capabilities, and provides bespoke discretionary solutions for high-net-worth relationships.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. His prior firms include LPL Financial, SII Investments, Inc., and T. Rowe Price Advisory Services, Inc. He is a founding member of a B Corporation and owns a marketing DBA called Green Retirement, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment exposures across varied risk profiles.

Frank Marinaro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he worked for Emery & Howard Portfolio Management for 21 years. Based in San Mateo, CA, he provides advisory services within a large enterprise firm. Creative Planning offers 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting, supported by a broad team and centralized infrastructure.

Eric Berquist is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He has previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. He is currently based in Palo Alto, California. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach combining active and passive strategies and offers customized portfolios aligned with clients’ risk tolerance and tax situations.

Conrad Wright is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has worked previously at Ebert Capital Management and Hansen & Pereira, Professional Fiduciaries. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Before joining Focus Partners Wealth in 2025, he worked at Bordeaux Wealth Advisors and Human Investing, and he has a background that includes roles outside the financial sector, such as at Crocs Inc and George Fox University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies and offers customized portfolios managed on discretionary and non-discretionary bases.

John Mc Court II is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he held positions at Aerotek, Robert Half, and Blackberry. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios comprising liquid strategies, third-party managers, and private alternatives.

Jennifer Cheung is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She operates Ruby Legacy Financial and Insurance Solutions and serves as a board member of the Asian Real Estate Association of the East Bay. Cheung is also active in community service organizations, including the Wa Sung Community Service Club and the Asian Advisory Committee on Crime. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, delivering mostly non-discretionary asset management alongside advisory services connected to insurance and annuity products.

Joel Demaria is a CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 13 years at Bingham, Osborn & Scarborough LLC. He holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a client-specific investment framework that integrates proprietary quantitative screening with both third-party strategies and direct security selection, and it offers access to alternative and private market solutions for qualified clients.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo, Bank of America, Merrill, and SVB Wealth LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Jennifer Rechenbach is a financial advisor at Farther with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at First Citizens Bank, Silicon Valley Bank, and BNY Mellon Wealth Management. Based in San Francisco, she joined Farther in 2025. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to manage investments across ETFs, mutual funds, equities, and fixed income.

Julianne Gong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2017. Her prior roles include positions at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm focuses on guidance for asset allocation and investment selection, with trades executed only upon client authorization.

Kavin Hariharan is a financial advisor at Corient with a Series 65 designation and four years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Bainbridge Capital. Outside of financial services, he has experience working in the food service industry with Snooze A.M. Eatery. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and utilizes advanced risk management tools.

Sanjay Foster is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AlTi Tiedemann Global and Marks Baughan Securities, LLC. His background also includes roles outside the financial sector, including positions at the University of Richmond and Upper Duplin High School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines centralized macro and manager research with access to alternative investments and offers specialized services such as PPLI sub-advisory and digital asset exposure.

Jeffrey Keating is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase and BlackRock. Outside of his advisory role, Keating is involved in managing multiple real estate entities related to rental properties primarily in St. Joseph, Missouri. 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, integrating internal standards and oversight committees for manager selection and monitoring.

Robert Mayberry is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including City National Bank, Merrill, Fidelity, Edward Jones, and A. G. Edwards & Sons. He serves on the Finance Committee of Kristi Yamaguchi's Always Dream Foundation, a nonprofit focused on childhood literacy in the San Francisco Bay Area and Hawaii. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, participants, and charitable organizations. The firm combines traditional research with AI-enabled tools and partners with Envestnet to offer asset allocation strategies and manager selection through its AMC Advantage program.

Brijinder Grewal is a Series 65-credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., he worked at the Internal Revenue Service for 13 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice utilizes Schwab’s internal research tools and asset-allocation models, with service offerings including mutual funds, ETFs, SMAs, and alternative investments, while execution of trades requires client authorization.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. 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 emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.