James Hering is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Union Square Investment Company, and BMO Family Office, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and financial circumstances.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameritas since 2008 in various capacities and is also involved with Boom Planning and Canvas Financial, where she provides financial planning and strategic marketing direction. Kristan holds a license as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes multiple program platforms and a wide range of investment products, combining firm-developed and third-party model portfolios with mutual funds, ETFs, and individual securities.

Robert Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Citi Private Bank and Citigroup Global Markets since 2010 and was previously employed at Banc of America Investment Services from 2002 to 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains large-scale institutional capabilities, including roles as a swap dealer and futures commission merchant.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Janice Fong is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 65 and Series 63 credentials and possessing 17 years of industry experience. Her prior roles include positions at LPL Financial, Royal Alliance Associates, Inc., and Signator Investors Inc. She has also been associated with Dennis Pettinelli during her career. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and manages about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and an open-architecture investment approach through multiple third-party platforms.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Anthony Thomas is a financial advisor with Farther, holding Series 66 and Series 65 designations and eight years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors LLC. Before joining Farther, he also worked in the restaurant industry for several years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Farooq Imam is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held prior roles at Ameriprise, Comerica Securities, CITIGROUP, J.P. Morgan Securities LLC, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he provides business consulting services focused on employee engagement and efficiency enhancement for small businesses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Amy Blodgett is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Canvas Financial, 20/20 Capital Management, and Carillon Investments, among others. She is also the owner of Boom Planning, a financial planning business she has operated since 2009. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across discretionary and non-discretionary programs.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Levi Strauss & Co and spent four years at Pepperdine University. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, and specialized services such as family office and business management. The firm employs a long-term investment approach that combines active and passive strategies tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Laura Yick is a financial advisor with Citizens Securities, Inc. in San Francisco, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Yick serves as a director on the Aliomanu Estates condo association board in Kauai. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and a Managed Account program while operating as a broker-dealer and insurance agency.

Ellison Durana is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

Jonathan Holt is a financial advisor at Corient with two years of industry experience and holds a Series 65 credential. His prior roles include positions at TCW and Russell Investments. He has also been involved with UCLA Recreation and worked at the University of California, Los Angeles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach using both in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management tools.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He is currently with Cresset Asset Management, LLC, where he has worked since 2019, following eight years at Cypress Wealth Advisors, LLC. In addition to his advisory role, he serves as a general partner to private funds managed by Cresset Asset Management through Cypress Advisors LLC. 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Bennett Mc Dermott is a financial advisor at IEQ Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ares Wealth Management Solutions and Santa Clara University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, using a combination of liquid strategies, independent managers, and private alternative investments.

Peter Gifford is a financial advisor at Mercer Global Advisors Inc. based in Menlo Park, CA, holding a Series 65 credential with three years of industry experience. Prior to joining Mercer, he worked at Regis Acquisition Inc. and Regis Management Company, LLC, where he held management roles. He serves on the boards and investment committees of several nonprofit organizations, including the Children’s Health Council and the Palo Alto Community Fund. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients, providing investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate accounts, and private funds, supported by client education and integrated service offerings.

Stephen Griffiths Jr. is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and First Republic Investment Management, as well as nine years of service in the United States Army. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines macroeconomic research with customized investment policies and utilizes a mix of liquid strategies, independent managers, and private alternatives, focusing on clients with net worths of $10 million or more.

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.