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 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable financial institutions, including JP Morgan Chase, J.P. Morgan Securities, and First Republic Bank. He is based in San Francisco, 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 and leverages both internal oversight and external partnerships to manage client portfolios.

Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.

Joseph Guevara is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Lenox Advisors, and Mass Mutual Life. Guevara also maintains a role as an insurance agent involved in the sale and servicing of Penn Mutual Life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs and brokerage services. The firm employs a network of advisers and third-party asset managers to provide discretionary and non-discretionary investment solutions, supported by a dual registration as both an SEC-registered adviser and FINRA-member broker-dealer.

Mindy Ying is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding 24 years of industry experience. She previously worked at Pillar Pacific Capital Management for 14 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2021. 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 offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Elizabeth Denning is a CFP® professional with four years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with Capital Group from 2007 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative investments.

James Evans is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, CA, with four years of industry experience. He holds Series 65 and Series 66 licenses and has prior work experience including positions at Amazon, Apeel Sciences, and the University of Texas, as well as entrepreneurial experience with True Gentlemen's Jerky, Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach through separately managed accounts, affiliated funds, and alternative strategies.

Julius Elmer Magbitang is a CFP®-designated financial advisor with Eagle Strategies (NY Life), bringing 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Magbitang Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance offerings. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Shaundrea Cordier is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. She has been associated with TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds and acts as adviser to the TIAA Donor Advised Fund.

David Brody is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked with Eagle Strategies since 2012 and also operates Brody, Walsh & Brody Employee Benefits Insurance Services, Inc., where he is involved in insurance brokering and selling non-registered health insurance products through various outside broker appointments. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Daniel Damond is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase, UBS Financial Services, and Columbia Pacific Wealth Management. He is currently based in San Francisco, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Robert Meckstroth is a CFA® charterholder with 17 years of industry experience, currently serving at RBC Rochdale, LLC in San Francisco. He has worked at Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis to deliver tailored portfolio management and sub-advisory services.

Jimmy Chow is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 licenses and has six years of industry experience. He has worked at HSBC Bank USA, N.A., and Deutsche Bank in both the U.S. and Hong Kong. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, in addition to his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of discretionary and non-discretionary investment options. The firm uses model risk profiles and a combination of strategic and tactical asset allocation supported by multiple affiliated and third-party providers.

Gary Pollock is a CFP® professional affiliated with Rockefeller Financial LLC, based in Walnut Creek, CA, with 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, brokerage services, and investment banking. The firm employs a Private Advisor model and centralized investment platform offering both discretionary and non-discretionary solutions across multiple asset classes.

Randall Yurchak is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2022. His prior experience includes roles at Union Bank/Highmark Capital and Insight Capital Research & Management, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to construct customized portfolios, combining proprietary and external strategies, and manages approximately $67.8 billion in assets.

Gregory Aynesworth is a CFP® professional with over 33 years of experience in financial advisory and insurance services. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, and Foothill Securities. Aynesworth is also the president of Omni Prestige Insurance Services, where he manages the sale of life and employee benefits insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and retirement plan consulting, utilizing both fundamental and technical analysis alongside access to alternative investments and annuity sub-account management.

Sophie Lee is a CFP® professional with nine years of industry experience. She is currently with Cresset Asset Management, LLC, where she has worked since 2019, and previously spent eight years at Cypress Wealth Advisors. Lee is also a general partner of private funds managed by Cresset Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across various asset classes, including alternatives, while utilizing advanced tools like artificial intelligence and machine learning.

Huimin Jiang is a CFP® with 11 years of industry experience, currently serving at Citigroup Global Markets since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent owner of a tea shop called Nomi Tea LLC in Albany, California. Citigroup Global Markets serves individual and institutional clients across a range of 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 execution services, and provides a broad set of advisory and brokerage offerings.

Hoilun Tam is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Cetera Investment Services LLC, East West Bank, and JPMorgan Chase Bank, N.A. Tam’s background includes a diverse work history with experience in both financial services and other sectors. HSBC Securities (USA) Inc. provides managed account programs to a broad range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment options, utilizing model risk profiles and collaborating with HSBC Global Asset Management and other affiliates for fund selection and portfolio monitoring.