Timur Zeinapur is a financial advisor at Cresset Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by structured due diligence and private fund management.

Becky Chen is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2025. Outside of finance, she owns a photography business and is involved in local arts advocacy as an event coordinator for SF Advocacy for National Museum for Women in the Arts. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and foundations. The firm offers portfolio management, financial planning, and brokerage services through a private advisor model and a consolidated investment platform.

Rita Abraldes is a financial advisor with Ameritas Advisory Services, LLC in San Francisco, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her background includes roles at Ameritas Investment Corp and 20/20 Capital Management. She is also involved with Boom Planning and Canvas Financial, where she prepares financial plans and manages client communications. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Brian Murphy is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Murphy serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary services with strategic asset allocation and manager selection.

Ryan Ortiz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Cresset Asset Management, J.P. Morgan Securities, First Republic Investment Management, and State Street. 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’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to both liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Jeffrey Tong is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he spent a year at PricewaterhouseCoopers and was associated with the University of San Francisco for six years. 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, providing bespoke discretionary solutions and maintaining in-house research and security-pricing functions.

Andrew Fisher is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 15 years at Worldview Wealth Advisors. Fisher is based in San Francisco, CA, and holds a Series 63 license. Cerity Partners LLC is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation and utilizes both proprietary quantitative screening and third-party managers.

Barry Kaiman is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Fidelity Investments, Vanguard, TIAA-CREF, LPL Financial, Citizens Securities, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models, internal research tools, and at-least-annual reviews tailored to individual goals, while trades require client authorization and management often involves third-party or affiliated money managers.

Christopher Chase is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank, among others. He is based in San Francisco, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that incorporates strategic asset allocation, active and passive management, and a variety of alternative investments.

Zachary Thomas is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He has held positions at Goldman Sachs & Co. LLC, Morgan Stanley, and several other firms prior to joining IEQ Capital. Zachary was previously a co-owner of THOM Capital Management, THOM Hospitality, and NOIR Group 16, LLC, which operated a restaurant and lounge in New York City until its sale in 2022. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically having net worth of $10 million or more.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Andrew Kom is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 registrations and has 13 years of industry experience. His background includes roles in online college advising with Kyros.ai and involvement in college planning education through the Heartland Institute of Financial Education. He also maintains operational responsibilities with Ruan Legacy related to supporting agent office functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers. The firm manages both discretionary and non-discretionary program options and operates as both a registered broker-dealer and registered investment adviser.

Jon Pettinelli is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. His career includes prior roles at Royal Alliance Associates, Inc. and Signator Investors Inc. He is based in Redwood City, CA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm provides a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture approach with multiple third-party platforms and managers.

Myles Illion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at ICONIQ Capital, Silicon Valley Bank, JP Morgan, and Bank of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial‑planning‑led investment approach emphasizing low‑cost indexing, tax‑loss harvesting, and selective private market exposure while also offering institutional and retirement plan services.

Tanner Savitsky is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AXA-Advisors. His career also includes a role at Savitsky Satin and Bacon and a period at the University of Michigan. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternatives.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He is currently with Cerity Partners LLC and has previously worked at EXTENDED Travel and The Mather Group. Nathan's background includes four years at Indiana University and four years at Miramonte High School. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

Joseph Lalli is a CFA® charterholder at IEQ Capital, LLC with four years of industry experience. He previously worked at Morgan Stanley for four years and has held positions at Backroads and several other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach combines centralized macroeconomic research with client-specific policy statements and utilizes a range of liquid strategies, third-party managers, and private alternatives.

Ryan Wibawa is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously held roles at firms including Bayside Solutions, Spectraforce Technologies, and Solomon Page Group. Outside of his advisory work, he has experience as a senior software engineer and has managed business interests through Navisow MGT, LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party managed portfolios, with a combination of discretionary and non-discretionary program options.