Shelby Stahr is a CFP® professional with seven years of industry experience, currently serving at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, Shelby worked at B|O|S, Private Ocean, and Mosaic Financial Partners. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

Troy Ganter is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Equitable Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent managers and alternative investments, managing approximately $35.4 billion in assets.

Harrison Kim is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and in various roles outside of finance, including at Devils Canyon Brewing Company and Vitality Bowls. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens and offers access to private-market investments alongside traditional portfolio management.

Justin Mambaje is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is involved with LSPN Pro, LLC and the National Association of Registered Social Security Analysts, where he provides Social Security analysis as a free service. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers in its advisory approach. The firm operates an integrated retirement plan ecosystem and supports clients through multiple program platforms and a large advisor network.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, JP Morgan Chase Bank, First Republic Securities, JPMorgan Securities, and UBS Financial Services. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked since 2019. Prior to this, he held positions at First Republic Investment Management, Inc., FIRST REPUBLIC Securities Company, LLC, and Fisher Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternative investments.

Matthew Schmidt is a CFA® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC, and Violich Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Laura Carmany is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior work includes roles at Crown Capital Securities, LP, and Quest Securities, Inc. She is based in San Francisco, CA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and consulting services with access to multiple third-party asset management programs.

Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. 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 specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Becker is a financial advisor with Farther in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Farther, he worked at Equitable Advisors, LLC and Stross Wess Cutcher and Levin. Outside of his advisory role, Becker serves as a direct support professional with A Broader Living Experience and as an AV technician for St. Paul's Episcopal Church. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles, while incorporating AI tools alongside advisor judgment.

Kevin Choi is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Arlie Green III is a financial advisor at Farther with 15 years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Farther, he worked at Creative Planning Institutional Advisors, LLC, Fortress Wealth Management, Inc., and MJM401k, LLC. He serves as owner, president, and managing principal of Fortress Wealth Management, where he advises individual clients and manages firm operations. Additionally, he consults on individual 401(k) plans through Sageview Advisory Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary models and algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, equities, and fixed income.

Victor Cruz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citibank, N.A. and Citigroup Global Markets Inc. for the past 10 years. He is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a large institutional scale, including roles as a swap dealer and futures commission merchant, providing a range of customized solutions for high-net-worth clients.

Michael Welch is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Oakland, CA. He has three years of industry experience, including roles at BTR Capital Management and The Van Allen Group. 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 process that combines passive and active management, quantitative and fundamental research, and offers a range of financial planning and asset management services.

Andrew Hall is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he is the owner of Gamma Crucis, LLC, a limited liability company. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, using a Modern Portfolio Theory-based approach with automated rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Vanessa Stimac is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Ameritas entities since 2006. In addition to her advisory role, she operates VS Financial Planning, providing financial planning and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm provides a range of fee-based asset management and plan consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.