Brayden Little is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther since 2026. He previously worked at Advisors Capital Management, Royal Alliance, and Pettinelli Financial Partners, LLC. Outside of his advisory roles, Little has experience working at San Jose State University and Bethel Church of San Jose. 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’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and AI tools alongside advisor judgment.

Donny Chu is a financial advisor at Rockefeller Capital Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donny is based in Walnut Creek, CA. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management and strategic advisory services.

Guoli Rothbaum is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. Rothbaum holds Series 63 and Series 66 licenses and has worked previously at firms including Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, and Goldman Sachs. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm integrates strategic and tactical asset allocation with fund due diligence through affiliated providers, serving a diverse client base with a range of investment risk profiles.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Adero Partners, Raymond James & Associates, and IRG Companies. Guerra’s background also includes roles outside the financial sector and a period of employment at Texas State University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s long-term investment approach emphasizes tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, and ETFs.

Denrik Wong is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and with Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Myles Vanderweele is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, following seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he holds a Series 65 license. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Paul Crawford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, and Lincoln Financial Advisors. He has been involved in operating multiple registered investment advisor entities and insurance-related activities under Unique Planning and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and firm-managed model portfolios supported by major strategists and technology platforms.

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience spanning real estate and fitness enterprises. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates through a large network of independent advisers and provides both discretionary and non-discretionary solutions tailored to client goals.

Connor Hufer is a financial advisor at Cerity Partners LLC in San Francisco, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at LuluLemon for one year. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax planning, insurance placement, and access to alternative and private-market investments using tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Alexandra Holcomb is a Series 65-licensed advisor with Capital Group Private Client Services, Inc. in San Francisco, CA. She has one year of industry experience and has been with Capital Group in various roles since 2013. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a long-term fundamental research approach and multiple portfolio managers to tailor client portfolios. The firm manages approximately $42.7 billion in discretionary assets and typically serves clients with a minimum relationship size of $5 million.

Prabhjit Hayer is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. 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 emphasizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Owen Good is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, and offers a range of packaged programs and tax management options.

Chaitanya Reddy is a financial advisor with Citigroup Global Markets in San Francisco, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Merrill for 16 years before joining Citi Private Bank in 2026. Reddy serves on the board of directors for Habitat for Humanity GLA, a nonprofit organization. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in several unique market roles including as a swap dealer and futures commission merchant.

Timothy Fiacco is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2025. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2025, and at Merrill from 2009 to 2016. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a range of advisory and placement capabilities.

Tracy Chan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank USA and HSBC Securities (USA) INC. 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 in-house research and pricing functions, operating with institutional scale and providing specialized solutions for high-net-worth clients.

Erin Mc Closkey is a CFP® professional with seven years of industry experience, currently affiliated with Osaic Advisory Services, LLC. Her prior experience includes roles at Cetera Financial Specialists LLC, Serenity Wealth Partner, and Royal Alliance Associates. She is also the owner of McCloskey Tax Prep, where she prepares tax returns. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides comprehensive investment management, financial planning, and retirement consulting through various program models, utilizing proprietary and third-party platforms.

Jessica Caruso is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. in Walnut Creek, CA. Her entire career has been with Mercer Global Advisors, where she has held various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Derrick Chao is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including JP Morgan Chase, J.P. Morgan Securities, First Republic Bank, and Citibank. Derrick is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.