Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Schultz Collins, Inc. and Golden Gate University. Eckman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Benton Lowerison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Citigroup, he worked at Dimensional Fund Advisors and spent two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and supports a broad client base including high-net-worth and ultra-high-net-worth individuals.

Jeffrey Blum is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Funds Distributors from 2016 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing.

Andy Lin is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Rand & Associates. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Rodolfo Argosino is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His work history includes roles at My Retirement Coach, RH Capital, Ruggieri Wealth Advisors LLC, and Aventine Wealth Management LLC. Outside of advisory services, he has operated a sole proprietorship offering insurance products since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers specialized ERISA services, supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Nicole Kisak is a CFP® certificant with 10 years of experience in the financial industry. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2022. Prior to that, she spent 15 years at City National Bank and City National Securities, Inc. She is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Catherine Conger is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at Northwestern Mutual Investment Services LLC and Vanbarton Group LLC. Outside of advisory work, she has experience in the hospitality and retail sectors, including involvement with Farm Shop and Proper Hotel. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset-allocation and manager selection through proprietary quantitative screens combined with third-party managers and individual securities.

Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. 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 with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. 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 various specialized investment options and integrated retirement plan services.

Christine Gehring is a CFP® professional with 29 years of industry experience. She is currently with Schwab Wealth Advisory in San Francisco and has previously worked at firms including Wells Fargo Clearing Services, Fidelity Investments, and RBC Capital Markets Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s standard asset allocation models and research tools to recommend investments, conducting at least annual account reviews without discretionary trading authority.

Stephen Donahue is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously held roles at Regis Acquisition Inc. and Regis Management Company, LLC, where he worked for eighteen years. Donahue volunteers as a voting member of the investment committee for the West Point Inn Association. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Rick Withers is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Epiq Capital Group, LLC and ICONIQ Capital, LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and customized Investment Policy Statements, combining liquid strategies, third-party independent managers, and private alternative investments.

Veronica Rubio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior roles include positions at Mercer Global Advisors, Inc. and Charles Schwab Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Kevin Roche is a CFP® professional with 14 years of industry experience. He currently serves at Farther Finance Advisors and previously worked at TIAA and Pruco Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to guide investments in ETFs, mutual funds, equities, fixed income, and independent managers.

Suzanne Wong is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at Charles Schwab and TeamPersona. She has maintained self-employment activities since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs with multi-asset, multi-manager strategies alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Leah D’agostino is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at First Republic Securities Company and First Republic Investment Management for a combined ten years. 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, consulting, and also operates as a registered broker-dealer providing a range of investment and placement services through a Private Advisor model and a consolidated investment platform.