Phillip Swenson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. His prior experience includes roles at Raymond James Financial Services and Millar Financial Group. Mercer Global Advisors provides advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios through a range of investment vehicles and specialized planning services.

Matthew Traub is a CFP® and CFA® with 12 years of experience in the financial services industry. He currently works at Mariner and has previously held roles at Affinity Capital Advisors, Lyft/Uber, American Summit Financial, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative services uncommon for a firm of its size.

Kelly Trevethan is a financial advisor at Mariner Wealth Advisors with 40 years of industry experience and holds a Series 63 license. His prior experience includes positions at firms such as United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Oppenheimer. Outside of his advisory work, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit organization focused on awarding grants to support at-risk youth in the San Francisco Bay area. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers, with additional capabilities in tax integration and financial wellness services.

John Mckenna is a financial advisor at CIBC Private Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at The On Investment Management Company, Embarcadero Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advising, he serves as a strategic advisor to Mitre Medical Inc. and is a member of the Board of Directors at Berkeley Country Club. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing both proprietary and external strategies, and is notable for its scale and focus on investment company clients.

Hector Mendez Vazquez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co. Before his finance career, he was involved with Saint Mary's College of California in both academic and intercultural center roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs tailored to client objectives, including plans tied to insurance and annuity products, with a significant amount of assets managed on a non-discretionary basis.

Ralph Sklar is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1995 and operates Silver Transitions Financial & Insurance Solutions since 2008. Outside of his advisory work, he volunteers as an advocate for Children’s Hospital Oakland and serves on the boards of the Telegraph Area Business Improvement District and the Oakland Rotary Endowment. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations delivered through various program types, with the majority of its assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Ludovic Thomasson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ensemble Capital Management, LLC for 10 years before joining Corient Services LLC and Corient in 2024. Thomasson is based in San Francisco, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates both in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management tools.

Michael Navone is a financial advisor with Corient who holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to joining Corient in 2024, he worked at Ensemble Capital Management for six years and held roles at Sage Advisory and a brief period of unemployment. 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 corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

Marcia Smith is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2008. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealer and futures commission merchant functions.

Brooks Slate is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at Cresset Asset Management, LLC since 2019 and previously held roles at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities. He holds a Series 63 license. 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 integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Linda Adefioye is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Goldman Sachs & Co. LLC, U.C. Berkeley, Visa, LinkedIn, Carta, NerdWallet, The Wharton School, Mastercard, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, direct indexing, and other strategies, supported by specialized advisory services and educational initiatives.

Ian White is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Equitable Advisors, LLC and Wood Mackenzie. He serves as a board member for SEED Lafayette, a special education enrichment development foundation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with an integrated investment platform that offers discretionary and non-discretionary solutions across various asset classes.

Ulku Dogan is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Rock & Co LLC, Wells Fargo Clearing, and U.S. Bancorp Advisors, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that offers a range of management and advisory services across equities, fixed income, and alternatives.

Yiyin Xia is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and several other firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized investment strategy groups and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.

Regan Smith is a CFP® with 10 years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Adero Partners, LLC for seven years and held positions at Vista Wealth Management and Annex Wealth Management, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with 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 integrating active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients’ risk tolerance, liquidity, and tax situations.

Bennett Flynn is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He joined IEQ Capital in 2026 and has no prior industry experience. His background includes roles with the Idaho Falls Chukars and Rogers Blue Jays, as well as education at the University of Notre Dame and Davidson College. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macro and manager research with access to alternative investments through an integrated private-investment platform.

Robert Welch is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BTR Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active managers guided by quantitative and fundamental research.