Westin Richmond is a financial advisor at Citigroup Global Markets with a Series 66 credential and over eight years of experience in the financial industry. His prior roles include positions at First Citizens Bank and Trust Company, Abbot Downing, and Wells Fargo Bank. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles as a swap dealer and futures commission merchant.

Long Tran is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Creative Planning and has held prior roles at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches like direct indexing and tax-loss harvesting.

Mark Bates is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previous experience at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Simon Tryzna is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently a financial advisor at Corient and has previously worked at Palo Alto Wealth Advisors and Clearpath Capital Partners. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jonathan Berrios is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at BOS, ASI, Inc., and Iverbe. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Nicole Griffiths is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC and ABD Retirement Services, Inc. prior to joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Catherine Layton is a financial advisor at Capital Group Private Client Services, Inc. She holds a Series 65 designation and has been with Capital Group since 2024. Her prior experience includes 15 years at Litman Gregory Asset Management, LLC, as well as roles at the Schurig Center for Brain Injury Recovery and several other organizations. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a managed-relationship threshold of $5 million or more. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system allocating portfolio segments to individual managers and analysts.

Christina Talbot is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2026 and previously spent 12 years at Destination Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Michael Mangels is a CFP® professional with 13 years of industry experience. He has worked at Wealthspire Advisors since 2024 and previously spent 13 years at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Eskinder Assefa is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he spent 15 years at DiamondTip LLC. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he manages several rental properties in Sacramento, California. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Anis Salah is a financial advisor at Rockefeller Capital Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Bank and its affiliated entities. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and investment advisory services.

Felix Cheng is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has an extensive tenure at Charles Schwab dating back to 1997. Outside of his advisory role, Cheng is involved in several real estate ventures, including partnerships in commercial and residential property holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without exercising discretionary trading authority over client accounts.

Christopher Fisher is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Cresset in 2024, he worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Prior to his finance career, he spent six years at DoorDash and completed his studies at Denison University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across public equities, fixed income, and alternatives.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously held roles at PayChex and its securities division. Outside of advising, she owns Being Frankish, Inc., a company focused on marketing and selling recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated platform that combines proprietary and third-party methodologies to emphasize long-term portfolio returns and clients’ savings rates.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of his personal living trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

John Hohman is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra in various capacities since 2001 and currently serves as Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance support, and utilizes multiple management platforms and third-party solutions, serving clients that range from plan sponsors to sovereign wealth funds.

Meredith Henry Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Allianz Global Investors and DWS Distributors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active strategies overseen by an internal Investment Committee.

Kenneth Wong is a CFA® charterholder with 19 years of industry experience. He is currently with Oppenheimer & Co., where he has worked since 2022, following prior roles at Guggenheim Partners and Citigroup. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

David Zook is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Advisory Services since 2021. Prior to this, he has been associated with Ameritas Life Insurance, Ameritas Investment Corp, and David White & Associates, where he is also licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.