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.

Munib Zabaneh is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2023, with additional roles including work at E2K. Outside of his advisory role, he participates in events and entertainment as a flag runner for San Francisco 49ers gamedays at Levi's Stadium. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on clients with net worth of $10 million or more. The firm employs a research-driven investment process incorporating liquid strategies, third-party managers, and private alternatives, and offers ancillary family-office services and exposure to digital assets.

Francis Abella is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Wells Fargo Clearing, Bancwest Investment Services, Wells Fargo Investments, and Charles Schwab. He serves as a board member and volunteer for the Napa Youth Lacrosse Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and financial planning, with a client process focused on personalized assessment and diversified asset allocation.

James De Martini IV is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 14 and 24 years respectively. Outside of his advisory role, he is part owner of LJCV LLC, an investment-related LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and investment banking services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Spencer Gordon is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. 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 incorporates independent managers and alternative investments through platforms such as iCapital.

Darren Gee is a CFP® with 10 years of industry experience and is currently with Mercer Global Advisors Inc. He has previously worked at Stratos Wealth Partners, LPL Financial, Charles Schwab, and JPMorgan Chase. His background includes roles at both brokerage and banking institutions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Martim De Arantes Oliveira is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Geller, Cresset Asset Management, and U.S. Bank. 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 corporations. The firm employs a goals-based investment approach that incorporates both in-house strategies and third-party managers, utilizing risk management tools and offering specialized private fund capabilities through affiliated platforms.

Kyle Johnson is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital in 2026, he spent one year at Cerity Partners LLC and completed his education at Santa Clara University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Stuart Choy is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Sound Income Strategies, TPC Financial Group, and Puritan Financial Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, applying an investment approach based on Modern Portfolio Theory using algorithmic model portfolios and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Samuel Marshall is a CFP® with nine years of industry experience, currently advising clients at Cerity Partners LLC since 2025. He previously worked at West Coast Financial, LLC for eight years and Hamilton Tharp, LLP for three years. Outside of his advisory role, he owns a tax preparation business based in Santa Barbara, CA. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

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 with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked for eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. He holds a Series 65 credential. 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 emphasizes a research-driven investment process and offers additional family-office services, OCIO engagements, and access to digital asset investments through Fidelity Digital Asset Services.

Winky Liu is a financial advisor at Cerity Partners LLC with one year of industry experience and a Series 65 credential. Prior to joining Cerity Partners, Liu worked at Brouwer & Janachowski, FCE Benefits, and Creative Food Concepts, Inc. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

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.