Maggie Liu is a Certified Financial Planner® with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has held positions at Bordeaux Wealth Advisors, Empirical Wealth Management, and Fidelity Brokerage Services, among others. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with a customized strategy that incorporates both active and passive management, tactical overlays, and a broad range of affiliated solutions.

Ana Abraldes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Ameritas Advisory Services since 2021 and is also involved with Canvas Financial and Boom Planning, both financial planning firms, since 2019. Outside of finance, she is the proprietor of Studio Vidro, an artisan glass production and vending business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers to customize client portfolios.

Alexandra Leahy 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 held roles at Third Bridge, Amazon/Shopbop, and several other organizations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Shelby Stahr is a CFP® professional with seven years of experience in financial advisory. Shelby has worked at Cerity Partners LLC since 2021 and previously held roles at B|O|S, Private Ocean, and Mosaic Financial Partners. Based in San Francisco, CA, Shelby is part of a firm serving a diverse client base including individuals, families, trusts, business entities, and institutional investors. Cerity Partners advises on approximately $166.2 billion in client assets and offers customized wealth management services that incorporate proprietary quantitative screening and a combination of third-party and direct security selection strategies, alongside access to alternative and private market solutions for qualified clients.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees.

David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. 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 includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

Troy Ganter is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Equitable Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent managers and alternative investments, managing approximately $35.4 billion in assets.

Justin Mambaje is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is involved with LSPN Pro, LLC and the National Association of Registered Social Security Analysts, where he provides Social Security analysis as a free service. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers in its advisory approach. The firm operates an integrated retirement plan ecosystem and supports clients through multiple program platforms and a large advisor network.

Richard Raybin is a CFP® professional with 20 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes a 17-year tenure at Lifetime Capital Group and roles at Lifetime Legacy Services and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, JP Morgan Chase Bank, First Republic Securities Company, JPMorgan Securities, and UBS Financial Services. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is centered on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a blend of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently a financial advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Investment Management, Fisher Investments, and Morgan Stanley. 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 focuses on discretionary SMA management and offers ancillary family-office services, employing a research-driven investment process with a mix of liquid strategies, third-party managers, and private alternative investments.

Matthew Schmidt is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC and Violich Capital Management. He is based in San Francisco, CA. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, direct security selection, and access to alternative and private market solutions.

Laura Carmany is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP and Quest Securities, Inc. prior to her current roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes using technology platforms and third-party managers to implement a range of investment strategies.

Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Becker is a financial advisor with Farther in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Farther, he worked at Equitable Advisors, LLC and Stross Wess Cutcher and Levin. Outside of his advisory role, Becker serves as a direct support professional with A Broader Living Experience and as an AV technician for St. Paul's Episcopal Church. Farther provides discretionary investment management and related advisory services primarily 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 model portfolios, algorithmic rebalancing, and a range of investment vehicles, while incorporating AI tools alongside advisor judgment.

Kevin Choi is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Michelle Soto is a CFP® and Series 66 professional with 22 years of industry experience. She currently serves at Cerity Partners LLC, where she has worked since 2021. Her prior experience includes roles at Bingham Osborn & Scarborough, LLC and Bailard, Inc. Outside of her advisory work, Soto is a board member and Investment Committee Chair for The Peninsula College Fund. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection along with access to alternative and private market solutions for qualified clients.

Cameron Ralston is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation and beginning his industry experience in 2026. Before joining Focus Partners Wealth, he worked briefly at Qualcomm and LR Interior Design and spent several years as a student. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that combines active and passive strategies across various asset classes, customizing portfolios to clients’ risk tolerance, liquidity, and tax circumstances.

Arlie Green III is a financial advisor at Farther with 15 years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Farther, he worked at Creative Planning Institutional Advisors, LLC, Fortress Wealth Management, Inc., and MJM401k, LLC. He serves as owner, president, and managing principal of Fortress Wealth Management, where he advises individual clients and manages firm operations. Additionally, he consults on individual 401(k) plans through Sageview Advisory Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary models and algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, equities, and fixed income.