Hannah Busick is a financial advisor with Truist Advisory Services in San Francisco, holding a Series 66 credential and 12 years of industry experience. Her prior work includes roles at Suntrust Advisory Services, Suntrust Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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® and Series 65 licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Oakland, CA. He has one year of industry experience and prior service in the United States Marine Corps. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Michael Gregg is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, Cullen Financial Advisors, and Sagepoint Financial. He is also involved with Mariner Independent Advisor Network LLC, providing investment advisory services through this independent firm. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions through a network of investment adviser representatives who utilize a variety of custodians, strategists, and program vehicles tailored to client objectives.

Oona Rokyta is a financial advisor with Wealthspire Advisors in San Rafael, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Asti Financial Management, Lance Global Inc, and HoneyBook. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Sora Araim is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of finance, she is employed in architecture at M I Architects. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

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 at HSBC Securities (USA) Inc. with a Series 66 designation and experience at Silicon Valley Bank and HSBC Bank USA, N.A. He has been self-employed as managing partner of Sevene, LLC, a short-term rental property management business, since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining strategic and tactical asset allocation developed with HSBC Global Asset Management. The firm provides both client-directed and fully discretionary investment solutions across multiple program types and serves clients through assigned Investment Adviser Representatives.

Peter Johnson is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ashfield Capital Partners, LLC for 15 years. Outside of his advisory role, he serves as a board member of the Merritt Family Trust and is president of CityBridge Laguna Honda, a nonprofit organization supporting hospital patients. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth 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, emphasizing diversified asset allocation and customized portfolios.

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 an advisor at Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 65 and Series 63 credentials with one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Alameda County Probation Department, the San Francisco AIDS Foundation, and Catholic Charities Neighborhood Services Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets 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 since 2020. He previously worked at Schultz Collins, Inc. and Golden Gate University. Eckman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Benton Lowerison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Citigroup, he worked at Dimensional Fund Advisors and spent two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and supports a broad client base including high-net-worth and ultra-high-net-worth individuals.

Jeffrey Blum is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for American Funds Distributors for seven years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Andy Lin is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Rand & Associates. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

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 over 28 years of industry experience. His work history includes roles at My Retirement Coach, RH Capital, Ruggieri Wealth Advisors LLC, and Aventine Wealth Management LLC. Outside of advisory services, he has operated a sole proprietorship offering insurance products since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers specialized ERISA services, supporting third-party RIAs through sub-advisory and model-licensing arrangements.

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.