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 at Farther with Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as work outside the financial sector in restaurant management. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, 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 designation and three years of industry experience. She previously worked at Abbrea Capital for nine years and Kit Cole Investment Advisory Services for one year. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax planning, insurance placement, and access to alternative and private-market investments through tailored asset allocation, manager selection, and proprietary quantitative screening.

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.

Jordan Staveley is a financial advisor at Citizens Securities, Inc. in San Francisco, CA, holding a Series 66 designation with five years of industry experience. His prior work history includes six years at Merrill and roles with the Defense Contract Audit Agency and Citizens Bank. Citizens Securities serves individual and high-net-worth investors and individual retirement plans through investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory platform alongside managed accounts and leverages its status as a broker-dealer and insurance agency.

Tarik Shihadeh is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with four years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, SSB, and previously worked at White Moose Studios and Boston University. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance includes asset allocation and investment selection based on Charles Schwab’s asset-allocation models and research tools, with client trades executed only upon authorization.

Hance Smith is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he worked in various roles including a position with Stanford Baseball Camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience and holds the Series 66 designation. Prior to joining Citigroup, Yang worked at Pan Pacific Commercial Link Co. from 2016 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, catering to a diverse client base ranging from workplace investors to ultra-high-net-worth individuals.

Jacqueline De La Chapelle is a CFA® charterholder with over 21 years of industry experience. She is currently a financial advisor at Schwab Wealth Advisory Inc., where she has worked since 2021. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Savant Capital. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Grace Brettkelly is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2023, she spent seven years at Capital Markets IQ, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Jennifer Man is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2001 and also has a 20-year tenure at Stein Roe Investment Counsel, Inc. based in San Francisco, CA. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving internal teams and committees to create customized portfolios and managed account programs, combining proprietary and external strategies.

Smriti Dhall is a CFP® professional with nine years of experience in financial advising. She currently works at Wealthspire Advisors and previously held roles at Lenox Wealth Advisors and Lenox Advisors, Inc. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients. The firm uses an institutional-style asset allocation approach with diversified investment options and provides wealth management, financial planning, and retirement-plan consulting services.