Tracy Chan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank USA and HSBC Securities (USA) INC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and pricing functions, operating with institutional scale and providing specialized solutions for high-net-worth clients.

Erin Mc Closkey is a CFP® professional with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. Her prior roles include positions at Cetera and Serenity Wealth Partners. She also owns McCloskey Tax Prep, a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms.

Jessica Caruso is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. in Walnut Creek, CA. Her entire career has been with Mercer Global Advisors, where she has held various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Derrick Chao is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including JP Morgan Chase, J.P. Morgan Securities, First Republic Bank, and Citibank. Derrick is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Lenox Advisors, and Mass Mutual Life. Guevara also maintains a role as an insurance agent involved in the sale and servicing of Penn Mutual Life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs and brokerage services. The firm employs a network of advisers and third-party asset managers to provide discretionary and non-discretionary investment solutions, supported by a dual registration as both an SEC-registered adviser and FINRA-member broker-dealer.

Mindy Ying is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding 24 years of industry experience. She previously worked at Pillar Pacific Capital Management for 14 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Elizabeth Denning is a CFP® professional with four years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with Capital Group from 2007 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative investments.

James Evans is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, CA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Amazon, Apeel Sciences, and the University of Texas, as well as leadership experience with True Gentlemen's Jerky, Inc. from 2015 to 2020. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Julius Elmer Magbitang is a CFP®-designated financial advisor with Eagle Strategies (NY Life), bringing 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Magbitang Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance offerings. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Shaundrea Cordier is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. She has been associated with TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds and acts as adviser to the TIAA Donor Advised Fund.

David Brody is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked with Eagle Strategies since 2012 and also operates Brody, Walsh & Brody Employee Benefits Insurance Services, Inc., where he is involved in insurance brokering and selling non-registered health insurance products through various outside broker appointments. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Daniel Damond is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase Bank and Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, ranging from individual and high-net-worth clients to corporate entities and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools to align portfolios with client objectives.

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Jimmy Chow is a financial advisor with HSBC Securities (USA) Inc. in Lafayette, CA, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes positions at Deutsche Bank Securities Inc. and Deutsche Bank AG in Hong Kong. He is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, where he is involved in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, using multiple program types ranging from client-directed to fully discretionary. The firm employs a multi-profile investment process developed in cooperation with HSBC Global Asset Management and third-party providers, maintaining a substantial client-directed managed-account business alongside discretionary offerings.

Gary Pollock is a CFP® with 23 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, joining both in 2024. His prior experience includes roles at J.P. Morgan Securities and First Republic Investment Management, where he worked for a combined 20 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

Randall Yurchak is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2022. His prior experience includes roles at Union Bank/Highmark Capital and Insight Capital Research & Management, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

Sophie Lee is a CFP® professional with eight years of industry experience. She currently works at Cresset Asset Management, LLC, where she has been employed since 2019, following eight years at Cypress Wealth Advisors. Lee is also a general partner of private funds managed by Cresset through her ownership of Cypress Advisors LLC. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes private fund advisory and family office services.

Huimin Jiang is a CFP® with 11 years of industry experience, currently serving at Citigroup Global Markets since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent owner of a tea shop called Nomi Tea LLC in Albany, California. Citigroup Global Markets serves individual and institutional clients across a range of 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, and provides a broad set of advisory and brokerage offerings.