Bridget Keefer is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Lincoln Investment. Keefer is also associated with the Mammini Company. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through a variety of managed account programs.

Huy Lam is a CFA® charterholder with eight years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2007 to 2020. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction strategies.

Matthew Acie is a financial advisor with VOYA Financial Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at LPL Financial, RFS Partners, Eqis, and Incapital LLC. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of investment adviser representatives using both affiliated and unaffiliated investment products.

Michael Mink is a financial advisor at Farther with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Meritas Advisors, LLC for 15 years before joining Farther. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining exchange-traded funds, mutual funds, individual equities, and fixed income.

Richard Mcdaniel is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at First Republic Bank, Regions Bank, Walmart, the University of Southern Mississippi, and Wells Fargo Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Ella Plotkin Oren is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has two years of industry experience with prior roles at NYLIFE Securities LLC, TPO Financial & Insurance Services, and New York Life Insurance Company. Oren’s background includes academic experience at the London School of Economics and Political Science. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Debbie Shaug is a CFP® with six years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. She previously worked at Browuer & Janachowski from 2019 to 2021 and owned A Baby's Place, an online business, from 2002 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Regina Tsai is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Schwab Wealth Advisory in San Francisco. She has worked at Schwab Wealth Advisory and Charles Schwab since 2017 and has prior experience at B|O|S, USAA Financial Planning Services, Grove Point Investments, and Legg Mason Wood Walker. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s investment approach is guided by Schwab’s proprietary asset-allocation models and internal research, with an emphasis on client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

Theodore Beebe is a financial advisor at Corient with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Pacific Wealth Management and JPMorgan Chase. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and alternative investments to align portfolios with client objectives.

Chad Van Den Top is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, BNY Mellon, and Northern Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed account solutions.

Michael Wade is a financial advisor with VOYA Financial Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Voya Retirement Advisors, LLC and Valic Financial Advisors. Outside of advising, he is the owner and managing member of a real estate holding company that locates, rehabilitates, and sells distressed properties. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to a range of clients including individuals, pension plans, and charitable organizations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement mostly non-discretionary investment strategies.

Nilamber Shrestha is a financial advisor at Oppenheimer with 37 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 1998 to 2005. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary advisory services.

Andrew Mo is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Cetera, East West Bank, Iconiq Capital, SVB Wealth Advisory, Alliance Bernstein, and BNY Mellon. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, combining strategic and tactical asset allocation with active fund and alternative investment due diligence.

Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.

Timothy Sweeney is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Great Lakes Advisors, Wintrust Investments, and Charles Schwab. He is based in Berkeley, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and standard asset-allocation models, with trades executed only upon client authorization.

Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

David Coles is a financial advisor at Farther with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Triad Advisors, Inc., Wealth Management & Business Concepts, and OSAIC. Outside of his advisory work, he owns Coastal Yachting LLC, which involves bookkeeping and maintenance for a sailing yacht. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Matthew Krensky is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mercer Global Advisors and Regis Acquisition Inc., as well as Regis Management Company, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, supplemented by client education and integrated affiliated service lines.

David Holmes is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Deutsche Bank Securities Inc., and UBS Financial Services. Outside of his advisory role, Holmes is a 25% partner in a rental real estate business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment programs and advisory services utilizing both discretionary and non-discretionary strategies, with a notable emphasis on maintaining custody of client assets while operating integrated broker-dealer and advisory businesses.

Jennifer Weir is a financial advisor at Hightower Advisors in San Francisco, CA, with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2020, following two years at Schultz Collins, Inc. and a two-year break from the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.