Nicole Hanson is a CFP® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2025. Before joining MAI, she spent eight years at Concentric Wealth Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology platforms.

Diane Garcia Spiegel is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 63 and Series 65 designations. She has experience in the financial industry dating back to 2015, including previous roles at Ginsburg Financial Advisors and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings.

Mitchell Hickey is a CFP® professional with 12 years of industry experience, currently serving at Oppenheimer since 2015. He holds Series 63 and Series 65 registrations and is based in San Francisco, CA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment solutions.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and J.P. Morgan Securities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through various platforms and a client process that integrates fundamental, quantitative, and technical analysis for portfolio allocation.

Jessica Hurd Ensign is a Series 65 licensed advisor with Cerity Partners LLC, where she has worked since 2022. She has prior experience at Brouwer & Janachowski and Copeland Insurance, accumulating over a decade in related sectors. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, offering customized wealth management and investment services. The firm employs a client-specific investment approach combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 designations and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., Inc., Sterling Bank & Trust, and Quantum Capital Management. Currently based in San Francisco, CA, Chen has been with Citi Group since 2019 in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages portfolios using internal standards and oversight committees, supporting bespoke solutions for high-net-worth and ultra-high-net-worth clients.

Nicole Schofield is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameritas since 2008 in various capacities and is also involved with Boom Planning and Canvas Financial, where she provides financial planning and strategic marketing direction. Kristan holds a license as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes multiple program platforms and a wide range of investment products, combining firm-developed and third-party model portfolios with mutual funds, ETFs, and individual securities.

Robert Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Citi Private Bank and Citigroup Global Markets since 2010 and was previously employed at Banc of America Investment Services from 2002 to 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains large-scale institutional capabilities, including roles as a swap dealer and futures commission merchant.

Neha Mandhani 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 worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Anthony Thomas is a financial advisor with Farther, holding Series 66 and Series 65 designations and eight years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors LLC. Before joining Farther, he also worked in the restaurant industry for several years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Farooq Imam is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held prior roles at Ameriprise, Comerica Securities, CITIGROUP, J.P. Morgan Securities LLC, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he provides business consulting services focused on employee engagement and efficiency enhancement for small businesses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Amy Blodgett is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Canvas Financial, 20/20 Capital Management, and Carillon Investments, among others. She is also the owner of Boom Planning, a financial planning business she has operated since 2009. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across discretionary and non-discretionary programs.

Laura Yick is a financial advisor with Citizens Securities, Inc. in San Francisco, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Yick serves as a director on the Aliomanu Estates condo association board in Kauai. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and a Managed Account program while operating as a broker-dealer and insurance agency.

Ellison Durana is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

Allison Black is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. She previously worked at Abbrea Capital for nine years and at Kit Cole Investment Advisory Services for one year. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He is currently with Cresset Asset Management, LLC, where he has worked since 2019, following eight years at Cypress Wealth Advisors, LLC. In addition to his advisory role, he serves as a general partner to private funds managed by Cresset Asset Management through Cypress Advisors LLC. 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 various asset classes.