Timothy Mcnamara is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Beacon Pointe Advisors LLC, Carson Wealth, and his own consulting firms. Mercer Global Advisors serves individuals, families, and a range of institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, alongside educational programming and integrated affiliated service lines.

Sheldon Freisinger is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Herbert Pease is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His previous roles include positions at Cavu Wealth Advisors, HSBC Securities, HSBC Bank, and Charles Schwab. Outside of his advisory work, he is involved in several community and youth organizations, including serving as president and board member of the West Coast Greco Regional Training Center and as an assistant wrestling coach at De La Salle High School. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an internal investment committee with integrated tax, accounting, and financial wellness services.

Rebekah Mull is a CFP® and holds a Series 65 license, with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and also serves at Adero Partners, LLC. Her prior experience includes roles at Ebert Capital Management Inc. and Premier Financial Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment programs.

Christine Cabras is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory role, she is involved in family health advising, mentoring a teen and her mother, and works with In House Support Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Minyu Yang is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining HSBC, Yang worked at J.P. Morgan Securities and JPMorgan Chase Bank. Yang also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside their advising role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, operating as both a registered adviser and broker-dealer.

Justin Renaudin is a CFA® charterholder with five years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to this, he held roles at EPIQ Capital Group, Thetos Advisors, and SoftBank Investment Advisers. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternatives.

Jason Diaz is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, Diaz serves on the Board of Directors for the Selective Service System and participates in motorcycle racing activities, including serving as a treasurer for a racing organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors and employs multiple management platforms and third-party solutions in its supervisory framework.

Joseph Carrano is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His work history includes roles at Farmers Insurance, Carrington College, and operating his own firms, Carrano Insurance Services, LLC and Carrano Financial Services, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs supported by internal oversight and multi-asset strategies. The firm combines institutional scale with unique market roles, including in-house research and security-pricing, and provides both discretionary and non-discretionary investment solutions.

Alexa Schmidt is a financial advisor at Corient with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Goldman Sachs & Co. LLC and Columbia Pacific Wealth Management. She is based in San Francisco, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

Lisa Chen is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of her advisory role, she is involved as a caregiver in In Home Support Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning. The firm uses Schwab’s asset allocation models and research tools to recommend investments but leaves final trading decisions to clients.

John Lee is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He has been with Independent Financial Group, LLC since 2005. Outside of his advisory role, he serves as an officer and director of Lee Ng & Associates, a marketing DBA, and holds an officer position with NSV Holdings Corporation. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Joy Puyear is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at MAI Capital Management since 2022, following 15 years at INTERSECT CAPITAL, LLC (formerly Financial Horizons). She also serves as President of the Sun Valley Vineyards Homeowners Association. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services for its clients.

Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by proprietary tools to tailor portfolios across various asset classes.

Mackenzie Duffner is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Freddie Mac, the US Treasury Department, and SLAC National Accelerator Laboratory. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles, providing brokerage, custody, derivatives, and futures services.

Aaron Strand is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked at Citi Private Bank since 2020 and previously held roles at First Republic Investment Management and First Republic Securities from 2018 to 2020. 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, swap dealer activities, and bespoke solutions for very large relationships.

Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.

Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Jonathan Tull is a CFA® charterholder with 15 years of industry experience. He is currently with Farther and previously worked at Meritas Advisors, LLC for 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Terrance Murray is a CFP® with 24 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a shareholder in several Supercut franchise operations in the Seattle and Sacramento areas and serves as an approved FINRA arbitrator. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors, using various account structures and sub-advisors to implement diverse investment strategies.