Cottrell Smith is a financial advisor with Schwab Wealth Advisory in Point Richmond, CA, holding a Series 65 license and four years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab for four years, Wells Fargo for three years, and spent eleven years at the U.S. Department of the Treasury/Internal Revenue Service. Outside of his advisory role, he is involved in property management through ownership of local real estate businesses in Oakland, California. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations tailored to individual goals and risk tolerance. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, and trades require client authorization.

Mieke Vandewalle is a financial advisor at First Manhattan Co. LLC with a Series 65 credential. She has over 23 years of industry experience, including 23 years at Grand-Jean Capital Management before joining First Manhattan in 2025. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented portfolio management and integrates wealth planning alongside portfolio management.

William Osher is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He is currently with Cerity Partners LLC, joining the firm in 2024. His previous roles include positions at Abbrea Capital, LLC, GFO Advisory Services, LLC, CSI Capital Management Inc, Tamalpais Wealth Advisors, and MDT Advisers, a division of Federated MDTA LLC. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and various institutional investors, advising on approximately $166.2 billion in client assets as of year-end 2025. The firm uses customized wealth management strategies focused on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions along with comprehensive financial planning and consulting services.

Kyle Kurahara is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2010 and previously worked at Council Financial and Insurance Services. He serves as president of San Francisco Business Allies, a networking group for business owners, and is a board member of Nihonmachi Little Friends, a local preschool and daycare. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jamie Durrani is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and manages several rental properties in Mill Valley, California. 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 provides a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities across investment banking, insurance products, and alternative investment placements.

David Walsh is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has held long-term roles at Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc., Royal Alliance Associates Inc., Nylife Securities Inc., and New York Life Insurance Co. Outside of his advisory work, Walsh is the owner of Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Yong Xu is a CFA® charterholder and financial advisor with Transamerica Financial Advisors. He joined the firm in 2026 and has prior experience working in various roles in companies such as Beijing DDDream Management Advisor Ltd and Ningbo Preh Joyson Automotive Electronics Co. Ltd. Outside of advising, he is involved with Simple and Smart LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages over $2 billion in assets under management.

Hannah Busick is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Suntrust Advisory Services. Busick is based in San Francisco, CA. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers comprehensive ongoing reviews and client consultations.

Charlton Strait is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and one year of industry experience. His prior roles include positions at CNR Securities, LLC and Zazove Associates, as well as work outside finance in food service establishments such as Tha Joint Sushi and Basik Acai Cafe. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors, offering discretionary and non-discretionary portfolio management with a multi-strategy investment approach that integrates quantitative modeling and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors City National Rochdale mutual funds and interval funds.

Vishal Saluja is a financial advisor at Farther with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Indico Capital and Endurant Capital Management. Outside of finance, he participates in the management of Dhampur Biorganics, a sugar mill operation, attending quarterly meetings. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, fixed income, and AI tools.

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.