Andrew Meyer is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work history includes roles at Merrill and Bank of America, N.A. from 2011 to 2025. 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, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Rachel Carr is a CFP® and ChFC® with 11 years of experience in financial services. She is currently with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Andrew Schumont is a CFP® professional with 20 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Neuberger Berman and Fidelity Investments, including FIDELITY Personal and Workplace Advisors. MAI Capital Management, LLC offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across multiple strategies and provides additional services such as trust administration and insurance through its affiliates.

Sarah Wotherspoon is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Wealthspire Advisors, where she has worked since 2024, following a 15-year tenure at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation with ongoing due diligence and periodic reviews.

Yifei Hong is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 license and six years of industry experience. Prior to joining HSBC, Hong worked for J.P. Morgan Securities and Ferrari Silicon Valley. Outside of financial services, Hong is also a book writer. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm employs a multi-model investment process supported by HSBC Global Asset Management and affiliated providers, with a notable focus on non-discretionary, client-directed portfolios.

Parker O'sullivan is a financial advisor at Farther with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sierra Pacific Financial Advisors and Mutual Securities. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investment allocations in ETFs, mutual funds, equities, and fixed income.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 66 and Series 63 credentials and bringing 20 years of industry experience. She has been with HSBC since 2015, holding roles at both HSBC Bank USA, N.A. and HSBC Securities. Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of investment profiles combined with strategic and tactical asset allocation, integrating services from HSBC Global Asset Management and other third-party providers.

Margaret Pierattini is a CFP® professional with 14 years of industry experience. She currently works at Rockefeller Financial LLC, where she has been since 2023. Prior to that, she spent seven years with First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Cottrell Smith is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and three years of industry experience. He previously worked at Wells Fargo and the U.S. Department of the Treasury/Internal Revenue Service. Outside of his advisory role, Smith is involved in real estate and property management through ownership of two related businesses in Oakland, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

William Osher is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He joined Cerity Partners LLC in 2024 after nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Kyle Kurahara is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2010 and previously worked at Council Financial and Insurance Services. He serves as president of San Francisco Business Allies, a networking group for business owners, and is a board member of Nihonmachi Little Friends, a local preschool and daycare. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jamie Durrani is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and manages several rental properties in Mill Valley, California. 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 provides a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities across investment banking, insurance products, and alternative investment placements.

David Walsh is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has held long-term roles at Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc., Royal Alliance Associates Inc., Nylife Securities Inc., and New York Life Insurance Co. Outside of his advisory work, Walsh is the owner of Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.