Anjali Singh is a CFP® professional with 26 years of industry experience, currently affiliated with Primerica Advisors. She has a background that includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in a pet sitting business and serves as a co-leader of two scout troops in Marin County. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a variety of investment strategies through proprietary and third-party platforms and supports a broad array of financial planning and consulting solutions.

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.

Laurie Gottlieb is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has worked at Kestra Advisory since 2016 and was previously with UBS Financial Services starting in 2004. Outside of her advisory role, she is involved with Marin Holistic Health & Acupuncture, Inc. as Secretary, assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

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 19 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial since 2018, as well as Boom Planning since 2011. In addition to her advisory role, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.

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.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 10 years of industry experience. She holds a Series 63 designation and has previously worked at Private Ocean and Mosaic Financial Partners. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council at the Center for Reproductive Rights and as a board member of the Chautauqua Foundation. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Anthony Thomas is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Farther, he worked at Equitable Advisors and Axa Advisors LLC, and has experience in the restaurant industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Farooq Imam is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise, Comerica Securities, Citigroup, and J.P. Morgan Securities. Outside of his advisory role, he provides business consulting services focused on employee engagement and efficiency enhancement for small businesses. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs and investment strategies, including mutual fund/ETF models, SMA strategies, and direct indexing options, supported by both in-house and third-party portfolio managers.

Amy Blodgett is a CFP® professional with 33 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. Her prior roles include positions at Canvas Financial, 20/20 Capital Management, and Ameritas Life Insurance Company. She is also involved as a partner in Canvas Financial, focusing on marketing and practice development. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Laura Yick is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at J.P. Morgan Securities and First Republic Securities Company, LLC. She also serves as a director on the Aliomanu Estates condominium association board in Kauai. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while it also operates 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 two years of industry experience. Prior to joining Cerity Partners in 2024, she worked at Abbrea Capital for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He has worked at Cresset Asset Management, LLC since 2019 and previously spent eight years at Cypress Wealth Advisors, LLC. He is also a general partner of private funds managed by Cresset through Cypress Advisors LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies, supported by a structured due diligence program and private fund management.

Jordan Staveley is a Series 66-credentialed financial advisor at Citizens Securities, Inc. in San Francisco, CA, with five years of industry experience. Prior to joining Citizens Securities and Citizens Bank in 2026, he worked at Merrill from 2020 to 2026 and held positions at the Defense Contract Audit Agency and Zia Trust, Inc. His background also includes service in the Air Force. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tarik Shihadeh is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and four years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, and previously worked at White Moose Studios and Boston University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Hance Smith is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022. Prior to his advisory role, he was involved with Stanford Baseball Camps in 2022. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account 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.