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 four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Ying serves as an associate director at Stanford University, managing events to promote faculty research to alumni, and is an independent board member of Kiwi Drop Inc, a company connecting small business owners with merchandise from China through social media and live broadcasting. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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.

Andrew Porter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at Portola Partners and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using advanced risk management tools.

Michael Glasser is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Summit Financial Advisors, LLC and FC Naples. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across a range of strategies and serves in both advisory and product-sponsor capacities, managing substantial assets and affiliated investment vehicles.

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 Series 66-registered financial advisor with Schwab Wealth Advisory, Inc., based in San Francisco, CA. She has four years of industry experience, including roles at Charles Schwab and Charles Schwab Bank. Han’s background also includes time at the University of California, Davis, and experience with the Integrated Attention Lab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and internal research tools to deliver tailored recommendations reviewed at least annually.

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.

Jack Nelson is a Series 65 licensed financial advisor at Corient with one year of industry experience. His prior roles include positions at Crewe Advisors, Andersen, and Thomas Doll CPA's. He previously worked in education at Brigham Young University and Monte Vista High School. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. 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.

Stephen Grochol is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Penn Mutual Life Insurance Company, and SGC Financial and Insurance Services. In addition to his advisory role, he is involved in insurance brokerage through Private Label Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Jennifer Lam is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Mariner Wealth, JPMorgan Chase Bank, First Republic Securities Company, and Merrill. 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternatives.

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.

John Micek IV is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Third Leaf Partners and Criterion Capital Management. Outside of finance, he is the proprietor of Red Stitch Wine Group, a winery located in Napa, California, and serves as a director at a cybersecurity startup, Circle Systems. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs a macroeconomic research-driven investment process, constructing portfolios from a diverse mix of liquid strategies, independent managers, and private alternatives, and offers additional family-office and administrative services.