Monica Foy is a financial advisor at Cerity Partners LLC with a Series 65 designation and experience in the financial services industry beginning in 2024. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of her advisory work, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both 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 through discretionary and non-discretionary programs and maintains large institutional capabilities with complex market roles and arrangements.

Diane Garcia Spiegel is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 63 and Series 65 designations. She has experience in the financial industry dating back to 2015, including previous roles at Ginsburg Financial Advisors and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings.

Joseph Zambri is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the San Francisco Golf Club and La Jolla Country Club. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized macro and manager research process that includes independent managers and alternative investments.

William Grayson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He previously worked at RBC Wealth Management and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves on several boards, including as Chair of the Board of Directors for the Presidio Trust and President of the Villa Taverna Club. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Mitchell Hickey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds Series 63 and Series 65 licenses and is based in Novato, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and First Republic Bank, followed by two years at J.P. Morgan Securities before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jessica Kobaly is a financial advisor at Cerity Partners LLC with a Series 65 designation. She has been in the financial services industry since 2012, previously working at Copeland Insurance and Brouwer & Janachowski before joining Cerity Partners in 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private-market programs for qualified clients.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab Bank, Citi IPB U.S., Sterling Bank & Trust, and Quantum Capital Management. 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, security pricing, and derivatives services.

Nicole Schofield is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial since 2018, as well as Boom Planning since 2011. In addition to her advisory role, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Anthony Thomas is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Farther, he worked at Equitable Advisors and Axa Advisors LLC, and has experience in the restaurant industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Farooq Imam is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held prior roles at Ameriprise, Comerica Securities, CITIGROUP, J.P. Morgan Securities LLC, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he provides business consulting services focused on employee engagement and efficiency enhancement for small businesses. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Amy Blodgett is a CFP® professional with 33 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. Her prior roles include positions at Canvas Financial, 20/20 Capital Management, and Ameritas Life Insurance Company. She is also involved as a partner in Canvas Financial, focusing on marketing and practice development. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.