Bonnie Suveerachaimontian is a ChFC® and Series 65 credentialed advisor at Cerity Partners LLC with nine years of industry experience. She has worked at Cerity Partners since 2020 and previously spent four years at Worldview Wealth Advisors. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Tony Nguy is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Dina Metry is a CFP® professional currently with Farther, a firm where she has worked since 2025. Prior to joining Farther, she was with Fortress Wealth Management from 2017 and worked at California State University, Northridge for one year. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Michael Prodromou is a CFP® and CFA® affiliated with Creative Planning, where he has worked since 2026. He has seven years of industry experience, including prior roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, as well as four years at Cisco Systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, alongside a range of institutional and retirement plan services.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ICONIQ Capital, PNC Bank, and Gabelli Asset Management Company. Prior to his advisory roles, he was affiliated with the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofits, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing liquid strategies, third-party Independent Managers, and private alternative investments.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Andrew Boothe is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Portola Partners and Bain & Company. His background also includes a role at the University of Pennsylvania. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Peter Hooker is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has a partial ownership interest in a vacation ranch in Livermore, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Marco Ottonello is a financial advisor at Cerity Partners LLC based in San Francisco, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Daniel Connolly is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Lavelle Capital and Bridge Housing. Outside of finance, he has a long history of employment at John Foley's Irish House. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates liquid and private alternative investments through a centralized research process and specialized capabilities such as digital asset exposure.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Focus Partners in 2024. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. The firm serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides investment advisory and broker-dealer services with programs spanning equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Alexander Joseph is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for five years. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs through a broad range of advisory and brokerage services. The firm offers programs including asset management, consulting, retirement services, and financial planning across discretionary and non-discretionary platforms.

Yi Zhou is a CFP® professional at Mercer Global Advisors Inc. with six years of industry experience. Zhou has worked at multiple financial firms, including Aspiriant, LLC, BMO Harris Bank N.A., and LPL Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services as well as financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs and separate account managers.

Tianna Truby is a financial advisor at Private Advisor Group, LLC with a Series 66 designation. She has experience working at Private Advisor Group, LPL Financial, and in various roles at UCSF, LearnXus LLC, UCSD, Omnia Insurance, and UCSB. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model and utilizes a range of investment strategies often implemented through third-party managers and technology platforms.

Kristin Nicholson is a CFP®, CFA®, and Series 63 credentialed financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She previously worked at First Republic Investment Management, Inc. for 19 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Outside of her advisory role, she serves as a mentor and board member for SHE-CAN Global, a nonprofit organization supporting young women from post-conflict countries. 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 uniquely as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Adam Lawlor is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in San Francisco, CA. His prior experience includes roles at Citi Private Bank and Legato Capital Management LLC. Outside of financial services, he operates a woodworking business creating and selling cutting boards locally and online. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, utilizing multiple program types ranging from client-directed to fully discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management and rigorous fund due diligence.

Daniel Towers Carbajal is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and has been with Transamerica Financial Advisors since 2016. He also has a concurrent affiliation with World Financial Group, Inc. He conducts sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, and operates both as a registered broker-dealer and registered investment adviser.