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.

Nicole Griffiths is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC and ABD Retirement Services, Inc. prior to joining Commonwealth in 2021. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Catherine Layton is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation. She joined the firm in 2024 and has prior experience at Litman Gregory Asset Management, LLC, where she worked for 15 years. Before joining Capital Group, she was involved with the Schurig Center for Brain Injury Recovery. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Christina Talbot is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2026 and previously spent 12 years at Destination Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Michael Mangels is a CFP® professional with 13 years of industry experience. He has worked at Wealthspire Advisors since 2024 and previously spent 13 years at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Eskinder Assefa is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he spent 15 years at DiamondTip LLC. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he manages several rental properties in Sacramento, California. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Anis Salah is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at First Republic Bank and its affiliated firms from 2010 to 2024, followed by J.P. Morgan Securities before joining Rockefeller Capital Management in 2024. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking services.

Paul Bergeron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 15 years of industry experience. He previously worked at The Retirement Group, LLC and LPL Financial. Outside of advisory services, he is involved in mortgage and real estate brokerage through Paul Bergeron Real Estate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, combining passive and active management guided by an internal Investment Committee and quantitative and fundamental research.

Felix Cheng is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has an extensive tenure at Charles Schwab dating back to 1997. Outside of his advisory role, Cheng is involved in several real estate ventures, including partnerships in commercial and residential property holdings. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without exercising discretionary trading authority over client accounts.

Christopher Fisher is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Cresset in 2024, he worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Prior to his finance career, he spent six years at DoorDash and completed his studies at Denison University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across public equities, fixed income, and alternatives.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously held roles at PayChex and its securities division. Outside of advising, she owns Being Frankish, Inc., a company focused on marketing and selling recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated platform that combines proprietary and third-party methodologies to emphasize long-term portfolio returns and clients’ savings rates.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of his personal living trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Anne Johnston is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. She previously worked at Brouwer & Janachowski LLC for eight years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

John Hohman is an investment advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra in various capacities since 2001 and currently serves as Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance support, and utilizes multiple management platforms and third-party solutions, serving clients that range from plan sponsors to sovereign wealth funds.

Meredith Henry Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Allianz Global Investors and DWS Distributors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active strategies overseen by an internal Investment Committee.

Kenneth Wong is a CFA® charterholder with 19 years of industry experience. He is currently with Oppenheimer & Co., where he has worked since 2022, following prior roles at Guggenheim Partners and Citigroup. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and four years of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services, including investment management, financial planning, and access to alternative investments, with a focus on diversified asset allocation and customized portfolios.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Abbrea Capital, LLC, Apperio, and Factset Research Systems. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Walter Cranford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets Inc. and Citibank, N.A. since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.