Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael De Santis is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. 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, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools subject to internal review.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies since 2019 and is currently with Capital Group Private Client Services, Inc. Prior to joining Capital Group, he worked at SmartBiz Loans from 2015 to 2019. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Keith Gentry is a financial advisor with Citizens Securities, Inc. and Citizens Private Wealth in San Francisco, CA. He holds a Series 66 credential and has 14 years of industry experience. Prior to his current roles, he worked at Clarfeld for seven years. Outside of his advisory work, he plays drums in a band on a part-time basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Gary Garabedian is a financial advisor with William Blair and holds Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has ownership interests in a transportation equipment sales business and a private investment partnership. William Blair’s Private Wealth Management division provides investment management and financial planning services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Evelyn Duka is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Advisors and operates her own business, Kaylyn Financial, which involves sales and service of annuities, health insurance, and life insurance. Additionally, she provides individual tax preparation services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Canden Hannah is a financial advisor at Corient based in San Francisco, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Focus Partners Wealth and Puesto, as well as teaching experience at Grand Canyon University and Berean Christian High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, with additional capabilities in private funds and affiliated trust services.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital Management, LLC. 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 corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Julian Lam is a financial advisor with Schwab Wealth Advisory Inc. in San Francisco, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Fisher Investments from 2011 to 2017 before joining Schwab Wealth Advisory and Charles Schwab in 2017. Outside of his advisory role, he is involved in food delivery services through Uber Eats. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and research tools, recommending investments while leaving final trading decisions to clients.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Mathew Salter is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. His prior roles include positions at Franklin Templeton Financial Services, Legg Mason Investor Services, and Cisco Systems. He also serves as a councilmember for the Town of Ross, California. 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, along with execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Omeed Mahoobi is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and market roles unique to large institutional firms.

Jingliang Wu is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, New York Life Insurance Company, and the Industrial and Commercial Bank of China (USA) N.A. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a multi-profile asset allocation process and various affiliated advisory and fund selection services.

Sean Heyman is a financial advisor at Wealthspire Advisors with six years of industry experience. He previously worked at Merrill from 2018 to 2022 and spent eight years at Digital Engagement before that. Heyman holds the Series 66 designation and is based in San Rafael, CA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and ongoing portfolio reviews.

Abram Moudi is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and the Royal Bank of Canada. He completed his education at the University of California, Berkeley. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Frederick Xuereb is a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Mercer Global Advisors since 2016, with a brief tenure at Richmond Republic the same year. Xuereb serves as a finance committee member for St. Ignatius Parish, providing oversight of parish finances and investment accounts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has operated his own CPA practice, Peter M Turnbaugh CPA, since 1987. He is also involved in managing investments through Peter and Karen Turnbaugh LLC, a self-directed IRA real estate investment entity. 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 financial planning using a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Stephen Florance is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Robertson Stephens Advisors. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolio solutions emphasizing diversified asset allocation across multiple asset classes, along with access to alternative and private-market investments.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.