Adam Lawlor is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in San Francisco, CA. His prior experience includes roles at Citi Private Bank and Legato Capital Management LLC. Outside of financial services, he operates a woodworking business creating and selling cutting boards locally and online. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, utilizing multiple program types ranging from client-directed to fully discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management and rigorous fund due diligence.

Timur Zeinapur is a financial advisor at Cresset Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by structured due diligence and private fund management.

Becky Chen is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2025. Outside of finance, she owns a photography business and is involved in local arts advocacy as an event coordinator for SF Advocacy for National Museum for Women in the Arts. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and foundations. The firm offers portfolio management, financial planning, and brokerage services through a private advisor model and a consolidated investment platform.

Rita Abraldes is a financial advisor with Ameritas Advisory Services, LLC in San Francisco, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her background includes roles at Ameritas Investment Corp and 20/20 Capital Management. She is also involved with Boom Planning and Canvas Financial, where she prepares financial plans and manages client communications. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Brian Murphy is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Murphy serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary services with strategic asset allocation and manager selection.

Jeffrey Tong is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he spent a year at PricewaterhouseCoopers and was associated with the University of San Francisco for six years. 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 and operates with large institutional scale, providing bespoke discretionary solutions and maintaining in-house research and security-pricing functions.

Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Andrew Fisher is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 15 years at Worldview Wealth Advisors. Fisher is based in San Francisco, CA, and holds a Series 63 license. Cerity Partners LLC is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation and utilizes both proprietary quantitative screening and third-party managers.

Barry Kaiman is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Vanguard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm advises on a range of investments while leaving final trading decisions to clients and generally does not exercise discretionary trading authority.

Christopher Chase is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank, among others. He is based in San Francisco, CA. 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 through a disciplined, risk-aware approach that incorporates strategic asset allocation, active and passive management, and a variety of alternative investments.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Myles Illion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at ICONIQ Capital, Silicon Valley Bank, JP Morgan, and Bank of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial‑planning‑led investment approach emphasizing low‑cost indexing, tax‑loss harvesting, and selective private market exposure while also offering institutional and retirement plan services.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He is currently with Cerity Partners LLC and has previously worked at EXTENDED Travel and The Mather Group. Nathan's background includes four years at Indiana University and four years at Miramonte High School. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

Kolbe Bachman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he held roles at StepStone Group, General Atomics, and the University of San Diego. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Alyssa Zagrobski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Ubiquity Retirement and RFS Partners. She is also involved in outside insurance sales. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser under Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Douglas Eng is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee for a family trust acting as a power of attorney and executor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models to tailor client strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.