Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes positions at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms.

Todd Mc Farland is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Personal Capital Advisors for 10 years before joining Empower Advisory Group and subsequently Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lili Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked at firms including HSBC Securities USA Inc., East West Bank, and Silicon Valley Bank. Huang is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research and derivatives services.

James Mccollough is a financial advisor at Oppenheimer in San Francisco, holding a Series 66 designation. He joined Oppenheimer in 2025 and has prior work experience as a journalist with the Los Angeles Times and Pittsburgh Post-Gazette. Outside of his advisory role, he is involved with 25th Street Ventures LLC, a rental property he manages jointly with his wife. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers equity, balanced, and fixed-income portfolio management using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Eshani Patel is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at First Republic Bank for one year and has academic experience from the University of California, Davis. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and placement and investment banking capabilities.

Timothy Humphries is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at Grand-Jean Capital Management from 2005 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sutanto Widjaja is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at Indico Capital LLC for five years and Nuveen Investments for sixteen years. Based in San Francisco, CA, Widjaja has been with Farther since 2024. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory implemented via proprietary model portfolios and algorithmic rebalancing, employing various asset classes including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Mark Morasky is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is the sole owner of VPCalCo, LLC, an investment advisory business, and serves on the Food and Beverage Committee at Blackhawk Country Club in Danville, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering diverse portfolio management and financial planning services through both proprietary and third-party solutions.

Claire Mc Donald is a financial advisor at Citizens Securities, Inc. in San Francisco, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she was a student for 20 years. 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’s advisory offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.

Lauren Moone is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent eight years at Mirador Capital Partners, LP. Based in San Francisco, CA, she currently advises clients through Farther. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Thomas Howard is a CFP® with 14 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at Bedell Frazier Investment Counselling, ZRC Wealth Management, and Lodestar Private Asset Management. Howard holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led approach with low-cost indexing and buy-and-hold strategies, supplemented by various active and private market investment options.

Justin Tao is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and UBS International Inc. before joining Oppenheimer in 2026. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm also maintains custody of client assets and operates commission-based advisory programs alongside its advisory business.

Chad Miles is a financial advisor at Osaic Institutions, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Equitable Advisors, Mass Mutual Life Insurance Company, BancWest Investment Services, and Bank of the West. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing third-party asset managers and lending solutions.

Spenser Wong is a financial advisor with Eagle Strategies (NY Life) in San Francisco, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as positions outside the financial industry at Philz Coffee and Starbucks Coffee Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides advice and solutions across multiple program types, emphasizing tailored recommendations and maintaining a predominantly non-discretionary asset base.

Michael Gandy is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. in Walnut Creek, CA, and has previously worked at Van Eck Securities Corporation and MSCI. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including retirement plan consulting and tax planning. The firm’s investment approach is based on Modern Portfolio Theory and utilizes diversified portfolios implemented through low-cost ETFs, index funds, and other strategies.

Westin Richmond is a financial advisor at Citigroup Global Markets with a Series 66 credential and over eight years of experience in the financial industry. His prior roles include positions at First Citizens Bank and Trust Company, Abbot Downing, and Wells Fargo Bank. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles as a swap dealer and futures commission merchant.

Long Tran is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Creative Planning and has previously worked at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mark Bates is a CFP® professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Simon Tryzna is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently a financial advisor at Corient and has previously worked at Palo Alto Wealth Advisors and Clearpath Capital Partners. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jonathan Berrios is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at BOS, ASI, Inc., and Iverbe. 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 a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.