Michael Britton is a Series 66-credentialed advisor with PlanMember Securities Corporation, based in Alameda, CA, and has four years of industry experience. Prior to joining PlanMember, he worked at Raymond James Financial Services Advisors and has held a director role in supply planning and co-manufacturing at Peet's Coffee since 2017. Outside of his advisory work, he maintains a self-employed practice focused on investment-related insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on ERISA Section 3(38) fiduciary responsibilities and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services including seminars and personalized retirement planning.

John Crowther III is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at True Capital Management, LLC and Tiedemann Advisors, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

Peter Zanino is a financial advisor at IEQ Capital, LLC in San Francisco, CA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at EPIQ Capital Group, Iconiq Capital, and EY. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, managing approximately $35.4 billion through a platform that integrates private investments, independent manager research, and specialized offerings such as digital asset exposure and PPLI sub-advisory services.

John Cheung Jr. is a CFP® professional with 18 years of industry experience, currently serving as a senior financial planner at Kestra Advisory. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory duties, he is involved with JD Strategic Financial Services, LLC, where he acts as an insurance agent selling life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors.

Matthew Kay is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Ameritas-related entities since 2006 and has been involved with David White and Associates since 1997, where he is also an independent insurance agent licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary advice through both discretionary and non-discretionary strategies.

Matthew Dolan is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., and David White & Associates. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers various discretionary and non-discretionary programs, including model portfolios and third-party subadvisers, and integrates its services with Ameritas affiliates to serve a diverse client base.

Kristor Lawson is a CFP® and ChFC® with 31 years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2016 to 2020. Outside of advisory work, he is a partner in a rental real estate partnership. HighTower Advisors serves individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 credential and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. 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. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealing, and futures commission merchant activities.

Ronnyjane Goldsmith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Morgan Stanley, where she worked for over a decade. Outside of advisory work, she is the author of a book profiling City College of New York alumni who have made significant impacts; proceeds support the Delancey Street Fund for CCNY students facing financial difficulties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary investment solutions.

Judith Zeigler is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked in various capacities including tax preparation and financial planning services, and since 2024, she has also been involved in pranic healing, coaching others in that practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering strategic asset allocation portfolios and educational support, while acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a risk-based mutual fund investment approach and maintains dual registration as both a broker-dealer and investment adviser.

Timothy Alford is a CFP® professional with eight years of industry experience, currently serving at Money Concepts Capital Corp. He has worked previously at Consilium Wealth Management and operated as a self-employed advisor. Outside of his advisory role, he is an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and the owner of Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CERTIFIED FINANCIAL PLANNER™ practitioner with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with LPL Financial and Mariner Independent Advisor Network during his career. Outside of his advisory roles, he owns an online retail business. Private Advisor Group, LLC serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a variety of advisory programs and third-party asset management platforms.

Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, LLC. 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 uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Evor Vattuone is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Farther since 2026. Prior to this, he has been with Aspire Planning Associates, Inc. since 2005. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, utilizing a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios primarily allocated among ETFs, mutual funds, equities, and fixed income.

Mike Barry is a financial advisor at Sanctuary Advisors, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America. Outside of his advisory role, he serves as a trustee for Carondelet High School and is a committee member for the Diablo Country Club Charitable Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates a large network of independent advisors and offers a range of discretionary and non-discretionary investment solutions, supported by a vertically integrated platform and affiliations with international entities.