Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Andrew Fisher is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 15 years at Worldview Wealth Advisors and 3 years at Chinook Capital Management LLC. Fisher is based in San Francisco, CA, and holds a Series 63 license. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, along with access to alternative and private market investments for qualified clients.

Barry Kaiman is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Fidelity Investments, Vanguard, TIAA-CREF, LPL Financial, Citizens Securities, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models, internal research tools, and at-least-annual reviews tailored to individual goals, while trades require client authorization and management often involves third-party or affiliated money managers.

Christopher Chase is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank, among others. He is based in San Francisco, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that incorporates strategic asset allocation, active and passive management, and a variety of alternative investments.

Zachary Thomas is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He has held positions at Goldman Sachs & Co. LLC, Morgan Stanley, and several other firms prior to joining IEQ Capital. Zachary was previously a co-owner of THOM Capital Management, THOM Hospitality, and NOIR Group 16, LLC, which operated a restaurant and lounge in New York City until its sale in 2022. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically having net worth of $10 million or more.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Andrew Kom is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 registrations and has 13 years of industry experience. His background includes roles in online college advising with Kyros.ai and involvement in college planning education through the Heartland Institute of Financial Education. He also maintains operational responsibilities with Ruan Legacy related to supporting agent office functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers. The firm manages both discretionary and non-discretionary program options and operates as both a registered broker-dealer and registered investment adviser.

Myles Illion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at ICONIQ Capital, Silicon Valley Bank, JP Morgan, and Bank of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial‑planning‑led investment approach emphasizing low‑cost indexing, tax‑loss harvesting, and selective private market exposure while also offering institutional and retirement plan services.

Tanner Savitsky is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AXA-Advisors. His career also includes a role at Savitsky Satin and Bacon and a period at the University of Michigan. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternatives.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at EXTENDED Travel, The Mather Group, and Indiana University. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with third-party strategies and direct security selection, also providing access to alternative and private market solutions for qualified clients.

Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

Joseph Lalli is a CFA® charterholder at IEQ Capital, LLC with four years of industry experience. He previously worked at Morgan Stanley for four years and has held positions at Backroads and several other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach combines centralized macroeconomic research with client-specific policy statements and utilizes a range of liquid strategies, third-party managers, and private alternatives.

Ryan Wibawa is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. He has held roles at several companies, including Bayside Solutions, Spectraforce Technologies, and Solomon Page Group. Outside of advising, he works as a senior software engineer providing data processing and systems programming services for a client of Spectraforce Technologies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

Kolbe Bachman is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at StepStone Group and General Atomics, and he spent four years at the University of San Diego. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market investments.

Alyssa Zagrobski is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RFS Partners and Ubiquity Retirement. Alyssa is also involved in outside insurance sales. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services tailored to client needs.

Douglas Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Investments, Wescom Financial Services, CUSO Financial Services, and Citicorp Investment Services. He serves as a trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation, multi-manager portfolios, and combines passive and active exposures to develop client investment strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Emily Yellen is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Group, J.P. Morgan Advisors, First Republic Bank, and Citi Personal Wealth Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years. Since 2024, he has been associated with City National Rochdale and CNR Securities, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing tools such as the proprietary Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios according to clients’ Investment Policy Statements.