Kristen Power is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS Financial Services Inc. She is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Dean Horwitz is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC from 2013 to 2019. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across its platform.

Kevin Clerkin is a financial advisor at Empower Advisory Group with nine years of industry experience. He previously worked at Fisher Investments and Personal Capital Advisors before joining Empower in 2023. Clerkin holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Wayne Zhong is a CFA® charterholder with 22 years of industry experience. He is currently with Oppenheimer in San Francisco, where he has worked since 2022. His prior experience includes roles at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Sierra Macken is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, and Equitable Advisors. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with brokerage services, operating through a Private Advisor model and a consolidated investment platform that offers equity, fixed income, and alternative investment solutions.

Lyle Maasdorp is a CFP® and Series 65 credentialed financial advisor at Cerity Partners LLC with six years of industry experience. He has held positions at several firms, including BlueSky Wealth Advisors and Chalford Wealth. Based in San Francisco, he has worked at Cerity Partners since 2022. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Brooks Doggett is a CFA® charterholder with 30 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2022. Prior to this, he spent 11 years at Goldman Sachs & Co. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to manage client portfolios through a variety of investment vehicles.

Elizabeth Murphy is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at KPMG LLP for two years. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed using a combination of liquid strategies, third-party managers, and private alternative investments.

John Kim is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He currently serves at Corient and Corient Services LLC, joining in 2024, after prior roles at Ensemble Capital Management and Asset Dedication. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Dominique Abou Zeid is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Sean Angelis is a CFP® professional with 13 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2021, following nine years at Bingham, Osborn & Scarborough LLC. He is based in San Francisco, CA, and holds a Series 65 license. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Alessio Fabri is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2015, including roles at CitiBank prior to his current position. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients, combining large institutional scale with unique market roles.

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Camryn Demko is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Camryn worked at Outdoor Voices and taught at Saint Mary's College of California and Patrick Henry High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and swap dealer services.

Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Dong Woo Kim is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2021. Prior to joining IEQ Capital, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and invests across liquid and private alternative assets, managing approximately $35.4 billion in client assets.

Kimberly Stolz is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining IEQ Capital, she worked at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BOFA Securities. Stolz serves on the board of the Lesbian, Gay, Bisexual & Transgender Community Center, advising on development and governance. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach integrates centralized macroeconomic research with client-specific policy statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Eric Harrison is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Harrison serves on multiple advisory boards, providing general investment advice to various funds and investment firms. IEQ Capital offers discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. His prior firms include LPL Financial, SII Investments, Inc., and T. Rowe Price Advisory Services, Inc. He is a founding member of a B Corporation and owns a marketing DBA called Green Retirement, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment exposures across varied risk profiles.

Frank Marinaro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he worked for Emery & Howard Portfolio Management for 21 years. Based in San Mateo, CA, he provides advisory services within a large enterprise firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting, supported by a broad team and centralized infrastructure.