Judith Zeigler is a financial advisor with Planmember Securities Corporation in San Leandro, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has operated several self-employed businesses since 2001, including tax preparation and financial planning services, and recently started a Pranic Healing practice, providing coaching and support to other practitioners. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering risk-based mutual fund portfolios with a top-down strategic asset allocation approach. The firm also provides education and support services such as seminars and personalized retirement planning.

Timothy Alford is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. His prior work includes positions at Consilium Wealth Management and Cetera Wealth Services, along with nearly a decade of self-employment. Outside of his advisory role, he is involved as an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and owns a separate business, Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs, leveraging third-party managers and technology platforms to support its enterprise-scale advisory operations.

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 CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

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® with 18 years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther, he spent 21 years at Aspire Planning Associates, Inc. He holds Series 65 and Series 66 licenses. Farther provides discretionary investment management and advisory services mainly to individuals, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools to assist advisors within a controlled framework.

Mike Barry is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Sanctuary Wealth in 2021. 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 offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who implement varied investment strategies, providing portfolio management through multiple account types and employing a range of analytical approaches.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

Matthew Smith is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Massachusetts Mutual Life Insurance Company and Banc of America Investment Services. Outside of his advisory role, he volunteers with The Guardsmen, a group that raises funds to send at-risk children to summer camp. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategists with technology tools to implement recommendations, offering both non-discretionary and limited discretionary account management.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily for high-net-worth individuals and charitable organizations, using a long-term, research-driven approach and a multi-manager “Capital System” to manage client portfolios through a variety of investment vehicles including separately managed accounts and pooled funds.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. 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 both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Annette Smith is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and First Republic Securities Company, LLC prior to joining Rockefeller Financial. 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 a Private Advisor model with discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions, variable insurance products, and investment banking.

Haolun Zhang is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2025. Prior to joining IEQ Capital, Zhang worked at Kestra Investment Management, LLC and Kestra Investment Services, LLC from 2022 to 2025, and Edward Jones Investments from 2017 to 2022. Zhang is a limited partner in investment ventures including a Texas multi-family residential complex and pre-IPO shares of Databricks. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process integrates centralized macroeconomic research with client-specific Investment Policy Statements, offering diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Elizabeth Palomeque is a CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. She previously spent 19 years with First Republic Investment Management, Inc. and Trainer Wortham. Outside of her advisory role, she serves as president of her family real estate business, Tranquility, Inc. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an integrated investment and advisory platform.

Margaret Florcruz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Margaret is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary client solutions.

Lei Fu is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.