John Caldwell is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously spent three years at Investment Advisers Inc. based in San Francisco, CA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves a collaborative process between internal teams and committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Thomas Dolby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. located in San Francisco, CA. His prior roles include positions at City National Bank, Bank of America, Merrill, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients investment recommendations and financial planning support while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and distinguishes itself by its cost-and-expense plus compensation model and limited discretionary management.

Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

Blake Mcginley is a CFP® professional at Cerity Partners LLC with six years of industry experience. Prior to joining Cerity Partners in 2024, he worked at CETERA Advisor Networks LLC and AssetMark Financial Inc. He has held roles at Occidental College and was involved with All About Poke from 2017 to 2018. Cerity Partners provides customized wealth management services to a wide national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing strategies, and operates multiple private-market investment offerings alongside affiliated pension consulting and insurance services.

Darren Ting is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including J.P. Morgan, Merrill, Bank of America, Morgan Stanley, and First Citizens Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, supplemented by in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.

Tyson Beem is a financial advisor with Focus Partners Wealth, LLC, holding five years of industry experience. He concurrently serves as CEO and business manager at Gelfand, Rennert, & Feldman, a role he has held since 1998. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various private and registered funds.

Ann Wang is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services.

Kevin Dorwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 17 years at Bingham, Osborn & Scarborough LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a wide range of clients, including high-net-worth individuals, families, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Stacey Velez is a CFP® and holds a Series 66 designation with 25 years of industry experience. She currently works at Creative Planning and has previously been employed at CIBC Private Wealth Advisors and Geneva Investment Management of Chicago. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated investment infrastructure.

Peter Lyon is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2008. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management and financial planning solutions. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, with capabilities including mutual funds, ETFs, alternative investments, and custom indexing.

Joseph Kuo is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Farther and Financial Life Focus, LLC, and previously held roles at Family Wealth Consultants, Abundance Wealth Planning, and Griffin Black, Inc. He is also an adjunct professor at Golden Gate University and founded Abundance Life Planning, where he coaches and teaches workshops. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Adrian Fadrhonc is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked at Ashfield Capital Partners LLC for ten years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified portfolios and private market programs for qualified clients.

William Carlen Jones is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Mathew Blurton-Jones and roles at the University of California, Irvine and Santa Barbara. Outside of his advisory work, he is involved as a representative for a pension education platform, Pension 101. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and implements model-based portfolios, incorporating market-timing and momentum-based strategies in some programs.

John Bellamy is a CFP® and CFA® with 13 years of experience in financial advisory. He has worked at Wealth Enhancement Advisory Services, LLC and WEALTH ENHANCEMENT GROUP since 2022, following seven years at Ginsburg Financial Advisors. Bellamy serves as president and board member of Bullpen Club, Inc., a nonprofit supporting the Miramonte High School baseball program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Ashley Burneka is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She has been with Commonwealth since 2012 and holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with back-office support, including operations, trading, technology, compliance, and practice-management resources.

Aileen Braga is a financial advisor at Cresset Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities, First Republic Investment Management, and Saratoga Research & Investment Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets across a diverse client base, offering services that include portfolio management, wealth planning, private fund advisory, and family office services. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Ridhima Chadha is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities, HSBC Securities, and IndusInd Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority for client accounts.

Michael Britton is a Series 66-credentialed advisor with PlanMember Securities Corporation, based in Alameda, CA, and has four years of industry experience. Prior to joining PlanMember, he worked at Raymond James Financial Services Advisors and has held a director role in supply planning and co-manufacturing at Peet's Coffee since 2017. Outside of his advisory work, he maintains a self-employed practice focused on investment-related insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on ERISA Section 3(38) fiduciary responsibilities and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services including seminars and personalized retirement planning.

John Crowther III is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at True Capital Management, LLC and Tiedemann Advisors, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including 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 a mix of active and passive strategies across public equities, fixed income, and alternatives.

Peter Zanino is a financial advisor at IEQ Capital, LLC in San Francisco, CA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at EPIQ Capital Group, Iconiq Capital, and EY. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, managing approximately $35.4 billion through a platform that integrates private investments, independent manager research, and specialized offerings such as digital asset exposure and PPLI sub-advisory services.