William Meyer is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 10 years and Merrill for 17 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

Erin Lively is a financial advisor at IEQ Capital, LLC with the Series 65 designation and one year of experience at the firm. Prior to joining IEQ Capital in 2025, she held roles at Fintrx and PenFed Credit Union, as well as positions outside the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm manages approximately $35.4 billion and offers a range of specialized investment solutions including private alternative investments and client Digital Asset exposure.

David Tarantino is a financial advisor at Farther with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther, he worked at Portico Wealth Advisors, LLC for 16 years. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, emphasizing the use of ETFs, mutual funds, individual equities, and fixed income.

Jennifer Young is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds the Series 66 designation and has held positions at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality prior to joining IEQ Capital in 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach integrates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Natalia Whitaker is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining IEQ Capital, she worked at Third Bridge Group Limited and Astor Financial Group. Outside of her advisory role, she is a passive shareholder in a family food distribution business, American Key Food Products LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and alternative investments, managing approximately $35.4 billion through a platform that integrates private investment vehicles and specialized services.

Paul Cruz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and currently based in San Francisco, CA. He has been with Citigroup since 2016, with prior experience at Umpqua Bank in 2025. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique roles such as a swap dealer and futures commission merchant.

Laurie Fried is a Certified Financial Planner® with 12 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Lumina Financial Consultants, New Leaf Financial Advisory, and Morgan Stanley. Laurie holds the Series 66 and Series 65 licenses. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with direct security selection and access to alternative and private market solutions for qualified clients.

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.