April Sullivan is a financial advisor at Corient with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Portola Partners, Brownson, Rehmus & Foxworth, Amazon Logistics, Curran and Lewis, and First Republic Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Rafael Velez III is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial, LLC for 14 years and at Summit Financial Advisors, LLC for 27 years. Velez serves as a vice president and board member of Youth Experience Sponsorship, a nonprofit organization. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and other services into client relationships.

Jeffrey Lin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc. and Portola Partners. Jeffrey has been with Corient and its related entities since 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Jarrad Schultz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at City National Rochdale for six years and Wells Fargo & Company for three years. 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 centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Xiaobing Guan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm’s approach includes at-least-annual reviews tailored to client goals and risk tolerance, with trades executed only upon client authorization.

Diana Pastrana is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Royal Alliance Associates, LLC, Equitable Advisors, LLC, Chewse, and UCSF Medical Center Parnassus. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Douglas Poetzsch is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citi Private Bank for 11 years before joining IEQ Capital in 2024. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach includes centralized macro and manager research, the use of independent managers, and allocation to both liquid and private alternative investments.

Raschard Mc Kinney is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. He previously worked at JP Morgan for six years. He is the founder of two small businesses: 8th & McKinney LLC, which assists small businesses with business plan writing, and Web & Wonder LLC, a retailer of video game and computer accessories. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm manages customized portfolios through a combination of proprietary and external strategies, supported by an internal investment team and governance committees.

Stephanie Chang is a CFP® and CFA® with nine years of experience in the financial industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including Pillar Pacific Capital Management, Fisher Investments, and LPL Financial. Chang serves as a successor trustee for a family trust outside of her advisory role. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individual, high-net-worth, corporate, and retirement plan clients. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Katherine Muller is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has previously been involved with organizations including the California Alumni Association, Everlastly, Inc., and University Tees. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Fatema Udaipurwala is a CFA® charterholder affiliated with Eagle Strategies (NY Life) in San Francisco, with eight years of industry experience. Her career includes roles at Silver Transitions Financial & Insurance Solutions and NyLife Securities, LLC, as well as ongoing service with New York Life Insurance Company since 2018. She is a board member and co-chair of the programs committee for Financial Women of San Francisco. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Anthony Garibaldi is a CFP® professional with 16 years of experience in financial advising. He has been with Eagle Strategies (NY Life) since 2011 and also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2010. Garibaldi serves as Treasurer and board member of the San Francisco Peninsula chapter of NAIFA, the National Association of Insurance and Financial Advisors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives and emphasizes largely non-discretionary asset management within the New York Life affiliate structure.

Alan Gibbs is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2008, following 11 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and consulting services, managing both discretionary and non-discretionary portfolios across various asset classes.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments.

Ryan Leamy is a financial advisor at IEQ Capital, LLC with five years of industry experience. He previously worked at Epiq Capital Group, LLC for five years and spent four years at the University of Oregon. Ryan holds a Series 65 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a combination of liquid strategies, third-party independent managers, and private alternative investments.

Zachary Ammirato is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Ammirato has personal private equity and venture investment activities through HoneyBee Ventures. 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 advisory services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Shannon Blackmon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Earned Wealth Advisors, Thomas Doll, and Robasciotti & Associates. Outside of her advisory work, she is the founder and formulator of Oyabloom, LLC, a small business producing handcrafted personal care and beauty products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Andrew Huang is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Cresset Asset Management, LLC, where he has worked since 2024. His prior roles include positions at JP Morgan Chase Bank, First Republic Investment Management, First Republic Securities, and Credit Suisse Securities. He serves as a first successor trustee for a friend's trust. 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 integrates strategic asset allocation, manager selection, and both active and passive strategies across a broad range of asset classes.

Yanna Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2016 and has prior experience with WFGIA and the California Public Utilities Commission. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.