Cheng Yu Lee is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017. Prior to that, he was involved in personal trading in the financial market for one year. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment programs, using a structured investment process that incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

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.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Based in San Francisco, CA, he has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs with both discretionary and non-discretionary advisory services, focusing on strategic and tactical asset allocation, manager selection, and customized retirement and consulting engagements.

Laura Ward is a financial advisor at William Blair with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at First Republic in various capacities from 2005 to 2023 before joining William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Cliff Duester is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 16 years of industry experience. He has previously worked with firms including MassMutual, Guardian Life, and MML Investors Services. Outside of his advisory role, Duester is the founder of Private Label Wealth Management, an insurance brokerage operation focused on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory platform with both discretionary and non-discretionary account options and reported approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Gabriella Stamps is a financial advisor at Mercer Global Advisors Inc. in San Francisco, holding a Series 65 credential. She has recent experience with California Financial Advisors and a diverse background including roles in education and veterinary services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and nonprofit organizations by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified portfolios with multi-factor strategies and offers various investment and tax-managed programs alongside educational content and integrated service platforms.

Jessica Gardner is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at City National Rochdale and Whittier Trust Company. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates alternative investments through an extensive private-investment platform.

Ana Abraldes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Ameritas Advisory Services since 2021 and is also involved with Canvas Financial and Boom Planning, both financial planning firms, since 2019. Outside of finance, she is the proprietor of Studio Vidro, an artisan glass production and vending business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers to customize client portfolios.

Alexandra Leahy is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she held roles at Third Bridge, Amazon/Shopbop, and several other organizations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Shelby Stahr is a CFP® professional with seven years of experience in financial advisory. Shelby has worked at Cerity Partners LLC since 2021 and previously held roles at B|O|S, Private Ocean, and Mosaic Financial Partners. Based in San Francisco, CA, Shelby is part of a firm serving a diverse client base including individuals, families, trusts, business entities, and institutional investors. Cerity Partners advises on approximately $166.2 billion in client assets and offers customized wealth management services that incorporate proprietary quantitative screening and a combination of third-party and direct security selection strategies, alongside access to alternative and private market solutions for qualified clients.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, 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, supported by internal standards and oversight committees.

David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

Troy Ganter is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Equitable Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent managers and alternative investments, managing approximately $35.4 billion in assets.

Justin Mambaje is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is involved with LSPN Pro, LLC and the National Association of Registered Social Security Analysts, where he provides Social Security analysis as a free service. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers in its advisory approach. The firm operates an integrated retirement plan ecosystem and supports clients through multiple program platforms and a large advisor network.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, JP Morgan Chase Bank, First Republic Securities Company, JPMorgan Securities, and UBS Financial Services. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is centered on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a blend of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently a financial advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Investment Management, Fisher Investments, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm focuses on discretionary SMA management and offers ancillary family-office services, employing a research-driven investment process with a mix of liquid strategies, third-party managers, and private alternative investments.

Matthew Schmidt is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC and Violich Capital Management. He is based in San Francisco, CA. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, direct security selection, and access to alternative and private market solutions.

Laura Carmany is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP and Quest Securities, Inc. prior to her current roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes using technology platforms and third-party managers to implement a range of investment strategies.

Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.