Trevor Stratton is a CFP® with one year of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His background includes five years of service in the United States Marine Corps and prior roles at Rocateq and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Gregg is a CFP® professional with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial, among other firms. Gregg is also involved with Mariner Independent Advisor Network LLC, an independent investment advisory firm through which he provides advisory services. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm follows a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms to assist clients in meeting their financial goals.

Sora Araim is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of finance, he is an employee at M I Architects, an architecture firm in Walnut Creek, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients. The firm offers a range of portfolio management and financial planning services through its Private Advisor model and the Rockefeller Global Investment Management platform, and also operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Joel Van Hofwegen is a CFP® with 24 years of experience in the financial services industry. He has worked at Farther since 2025 and previously held roles at Certus Wealth Management, MA Private Wealth, and Ameriprise Financial Services. 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 investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and independent managers.

Shailesh Sachdeva is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds a Series 66 designation and has recently begun his advisory career, having worked at HSBC Securities and HSBC Bank USA since 2025. Prior to that, he spent four years at Silicon Valley Bank and has managed a sole proprietorship involved in short-term rental property management since 2016. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment strategies with client-directed and discretionary options, supported by global asset management and fund due diligence services.

Peter Johnson is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He previously worked at Ashfield Capital Partners, LLC for 15 years and Ashfield & Co Inc for 10 years. Peter serves as a board member of the Merritt Family Trust and is president of CityBridge Laguna Honda, a nonprofit organization benefiting hospital patients. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening and manager selection in its investment approach, while also providing access to alternative and private market solutions for qualified clients.

Sean Stannard Stockton is a CFA® charterholder with two years of experience at Corient, following a 20-year tenure at Ensemble Capital Management, LLC. He is based in San Francisco, CA. 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 that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Bobby Hardamon is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, Hardamon worked at NYLIFE Securities LLC and New York Life Insurance Company. He also has experience with the Alameda County Probation Department and nonprofit organizations including the San Francisco AIDS Foundation and Catholic Charities Neighborhood Services Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, with a substantial portion of assets managed on a non-discretionary basis.

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Schultz Collins, Inc. and Golden Gate University. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, proprietary research, and a range of investment vehicles to deliver customized portfolio management and financial planning solutions.

Benton Lowerison is a CFA® charterholder with eight years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2024, following a seven-year tenure at Dimensional Fund Advisors and two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm typically employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Jeffrey Blum is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Funds Distributors from 2016 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing.

Andy Lin is a financial advisor at Cerity Partners LLC with eight years of industry experience. He earned his Series 65 designation and has worked previously at B|O|S and Rand & Associates. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market investment solutions.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Rodolfo Argosino is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets, among others. He also operates a sole proprietorship focused on insurance product sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a diverse set of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Rachel Sowers is a CFP® with seven years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Waypoint Wealth Partners, Raymond James & Associates, and Truist Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Nicole Kisak is a CFP® certificant with 10 years of experience in the financial industry. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2022. Prior to that, she spent 15 years at City National Bank and City National Securities, Inc. She is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Catherine Conger is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Cerity Partners, she worked at Northwestern Mutual Investment Services LLC and has been involved with Farm Shop since 2025. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services that range from investment management to retirement plan consulting. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Peter Yoon is a CFA® charterholder and financial advisor with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he is currently affiliated with Cerity Partners LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.