James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He has worked at Cresset Asset Management, LLC since 2019 and previously spent eight years at Cypress Wealth Advisors, LLC. He is also a general partner of private funds managed by Cresset through Cypress Advisors LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using active and passive strategies, supported by a structured due diligence program and private fund management.

Jordan Staveley is a financial advisor at Citizens Securities, Inc. in San Francisco, CA, holding a Series 66 designation with five years of industry experience. His prior work history includes six years at Merrill and roles with the Defense Contract Audit Agency and Citizens Bank. Citizens Securities serves individual and high-net-worth investors and individual retirement plans through investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory platform alongside managed accounts and leverages its status as a broker-dealer and insurance agency.

Tarik Shihadeh is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and four years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, and previously worked at White Moose Studios and Boston University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Hance Smith is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022. Prior to his advisory role, he was involved with Stanford Baseball Camps in 2022. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience and holds the Series 66 designation. Prior to joining Citigroup, Yang worked at Pan Pacific Commercial Link Co. from 2016 to 2017. 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 execution services, catering to a diverse client base ranging from workplace investors to ultra-high-net-worth individuals.

Jacqueline De La Chapelle is a CFA® charterholder with over 21 years of experience in the financial industry. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., where she has worked since 2019. Prior to this, she held roles at Morgan Stanley and Savant Capital. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed investment decisions rather than discretionary management.

Grace Brettkelly is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2023, she spent seven years at Capital Markets IQ, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Jennifer Man is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2001 and also has a 20-year tenure at Stein Roe Investment Counsel, Inc. based in San Francisco, CA. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving internal teams and committees to create customized portfolios and managed account programs, combining proprietary and external strategies.

Smriti Dhall is a CFP® professional with nine years of experience in financial advising. She currently works at Wealthspire Advisors and previously held roles at Lenox Wealth Advisors and Lenox Advisors, Inc. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients. The firm uses an institutional-style asset allocation approach with diversified investment options and provides wealth management, financial planning, and retirement-plan consulting services.

Bonnie Suveerachaimontian is a ChFC® and Series 65 credentialed advisor at Cerity Partners LLC with nine years of industry experience. She has worked at Cerity Partners since 2020 and previously spent four years at Worldview Wealth Advisors. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Tony Nguy is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Dina Metry is a CFP® professional currently with Farther, a firm where she has worked since 2025. Prior to joining Farther, she was with Fortress Wealth Management from 2017 and worked at California State University, Northridge for one year. 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 employs an investment approach based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Michael Prodromou is a CFP® and CFA® affiliated with Creative Planning, where he has worked since 2026. He has seven years of industry experience, including prior roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, as well as four years at Cisco Systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, alongside a range of institutional and retirement plan services.

Anne Golden is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and 44 years of industry experience. Her career includes roles at Rockefeller Capital Management, First Republic, and Republic Securities Co. LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, brokerage services, and investment banking. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary solutions across asset classes.

Michael Blacksburg is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He also serves as principal attorney at Blacksburg Law, a legal practice he has maintained for over 25 years, and has been involved with Continuity Family Business Consulting since 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach.

Peter Hooker is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has a partial ownership interest in a vacation ranch in Livermore, California. 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 market roles that distinguish it from peers.

Marco Ottonello is a financial advisor at Cerity Partners LLC based in San Francisco, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. 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 offers tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.