Kristor Lawson is a CFP® and ChFC® with 31 years of industry experience. He has been with HighTower Advisors since 2020 and previously worked at Schultz Collins, Inc. from 2016 to 2020. Outside of advisory work, he is a partner in a rental real estate partnership. HighTower Advisors serves individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Alicia Powell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 credential and previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for seven 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealing, and futures commission merchant activities.

Matthew Kenaston is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked for 15 years at Blue Oak Capital, LLC. Outside of his advisory role, he is an advisor to OPTO Investments, a fintech platform focused on traditional alternatives. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers tailored portfolio management with a focus on diversified asset allocation and provides a broad range of services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Ronnyjane Goldsmith is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Morgan Stanley, where she worked for over a decade. Outside of advisory work, she is the author of a book profiling City College of New York alumni who have made significant impacts; proceeds support the Delancey Street Fund for CCNY students facing financial difficulties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary investment solutions.

Timothy Alford is a CFP® professional with eight years of industry experience, currently serving at Money Concepts Capital Corp. He has worked previously at Consilium Wealth Management and operated as a self-employed advisor. Outside of his advisory role, he is an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and the owner of Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Gregory Van Kesteren is a CERTIFIED FINANCIAL PLANNER™ practitioner with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with LPL Financial and Mariner Independent Advisor Network during his career. Outside of his advisory roles, he owns an online retail business. Private Advisor Group, LLC serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a variety of advisory programs and third-party asset management platforms.

Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, LLC. 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 uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Evor Vattuone is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Farther since 2026. Prior to this, he has been with Aspire Planning Associates, Inc. since 2005. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, utilizing a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios primarily allocated among ETFs, mutual funds, equities, and fixed income.

Bradley Dillon is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

Matthew Smith is a financial advisor at Voya Retirement Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC. Outside of his advisory role, he volunteers with The Guardsmen, a nonprofit that raises funds to send at-risk children to summer camp. Voya Retirement Advisors provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm utilizes third-party models and techniques such as discounted cash flow and mean-variance optimization to deliver personalized asset allocations and retirement income forecasts, managing approximately $30.9 billion in discretionary assets.

William Denler is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Denler is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jedd Nicolas is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Pettinelli Financial Partners and SII / John Hancock Financial Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.