Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. 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 risk management tools and stress testing to align portfolios with client objectives.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. 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, supplemented by various specialized investment options and integrated retirement plan services.

Christine Gehring is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. Her prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Fidelity Investments, and RBC Capital Markets Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Stephen Donahue is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously held roles at Regis Acquisition Inc. and Regis Management Company, LLC, where he worked for eighteen years. Donahue volunteers as a voting member of the investment committee for the West Point Inn Association. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Veronica Rubio is a CFP® with 21 years of industry experience currently advising clients at Cerity Partners LLC. Her prior roles include positions at Mercer Global Advisors, Charles Schwab Bank, Charles Schwab, J.P. Morgan Securities, Chase Investment Services Corp., and Fidelity. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a proprietary investment framework and affiliated businesses.

Kevin Roche is a CFP® with 14 years of experience, currently serving as a financial advisor at Farther since 2024. His prior experience includes roles at Tiaa, TIAA-CREF, Pruco Securities, LLC, and Fisher Investments. 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 approach using proprietary model portfolios, algorithmic rebalancing, and integrates AI tools alongside advisor judgment.

Suzanne Wong is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles including a 17-year tenure at Charles Schwab. Outside of her advisory work, she has been involved in managing rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and provides specialized services, including derivatives and futures, supported by significant institutional scale and unique market roles.

Leah D’agostino is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at First Republic Securities Company and First Republic Investment Management for a combined ten years. 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 offers portfolio management, financial planning, consulting, and also operates as a registered broker-dealer providing a range of investment and placement services through a Private Advisor model and a consolidated investment platform.

Heather Pelant is a CFP®-certified financial advisor at Cresset Asset Management, LLC with over 20 years of industry experience. She previously worked at Baker Street Advisors for 10 years and BlackRock for 13 years. Pelant holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence process to manage investments across various asset classes.

Richard Long is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Cerity Partners LLC and has previously worked at firms including B|O|S, Robertson Stephens Advisors, and Zions Capital Advisors. Cerity Partners advises a diverse client base ranging from high-net-worth individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and alternative investment solutions.

Chong Kam is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Citi in 2025, he worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2013 to 2025. Outside of his advisory role, he owns and manages a limited partnership established to oversee rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a breadth of institutional capabilities, including in-house research and derivatives services.

Mark Fredenburg is a CFA® charterholder with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management, Inc. and Wells Fargo. 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 employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Bobbie Torres is a financial advisor at Farther with a Series 65 designation and three years of industry experience. Prior to joining Farther, she worked at The Retirement Group, LLC and American National Investments. Before her advisory career, she was involved in the food service industry at Vanitea Cafe for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic models, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sarah Nierode is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes five years at Johnston & Associates Inc. 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-referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Colin Drake is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2026. Prior to joining Wealthspire, he worked at Marin Financial Advisors, LLC for eight years and operated Drake Wealth Management for six years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation across multiple asset classes, with both discretionary and non-discretionary portfolio management options.

Shilpa Andalkar is a CFP® with 13 years of industry experience and currently serves as a financial advisor at Corient. She has held prior roles at Ensemble Capital Management, Brio Financial Group, Ameriprise Financial Services, and HIP Investor. Outside of her advisory work, she is an Investment Committee Member for the United Religions Initiative Foundation and a Board Member of the East Bay Community Foundation. Corient provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and corporate clients. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, with continuous portfolio monitoring and the use of risk management tools.

Jeffrey Leong is a financial advisor with Citigroup Global Markets in San Francisco, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Citigroup since 2012. Outside of his advisory role, he manages a rental property in San Leandro, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a distinctive combination of large institutional scale and specialized market roles.

Joseph Sims is a CFA® charterholder with 22 years of industry experience, currently an advisor at Mariner Wealth Advisors since 2021. He previously worked for The Savant Group for 17 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

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.