Hance Smith is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he worked in various roles including a position with Stanford Baseball Camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Harry Guilfoyle is a financial advisor at IEQ Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IEQ Capital since 2019. Prior to that, he was employed at First Republic Securities Company, LLC and First Republic Investment Management from 2013 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a research-driven investment process and offers a range of services including discretionary SMA management, family-office support, and access to private alternative investments.

Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including his current role since 2022. 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 combines sizable institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jacqueline De La Chapelle is a CFA® charterholder with over 21 years of industry experience. She is currently a financial advisor at Schwab Wealth Advisory Inc., where she has worked since 2021. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Savant Capital. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Grace Brettkelly is a CFP® and CFA® with 11 years of experience in financial advising. She is currently a financial advisor at Cerity Partners LLC in San Francisco, where she has worked since 2023. Prior to that, she spent seven years at Capital Markets IQ, LLC, along with earlier roles at Associated Securities Corp. and National Planning Corporation. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services such as investment management, financial planning, retirement consulting, and tax and insurance services. The firm employs a client-specific investment approach that combines proprietary quantitative techniques with access to alternative and private market solutions through affiliated businesses.

Franz Weigel is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has been with IEQ Capital since 2025 and has prior experience at Elite Portfolios and Carmel Realty. He also spent time at UCSB in both academic and professional roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm follows a macroeconomic-driven investment process and offers customized portfolios that include liquid strategies, third-party managers, and private alternative investments.

Jennifer Man is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2001 and also has a 20-year tenure at Stein Roe Investment Counsel, Inc. based in San Francisco, CA. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving internal teams and committees to create customized portfolios and managed account programs, combining proprietary and external strategies.

Smriti Dhall is a CFP® professional with nine years of experience in financial advising. She currently works at Wealthspire Advisors and previously held roles at Lenox Wealth Advisors and Lenox Advisors, Inc. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients. The firm uses an institutional-style asset allocation approach with diversified investment options and provides wealth management, financial planning, and retirement-plan consulting services.

Bonnie Suveerachaimontian is a financial advisor at Cerity Partners LLC with the ChFC® designation and Series 65 license, bringing nine years of industry experience. She previously worked at Worldview Wealth Advisors from 2016 to 2020 before joining Cerity Partners. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services focused on client-specific investment profiles and asset allocation, combining quantitative screening, manager selection, and direct security selection, while providing access to alternative and private market solutions for qualified clients.

Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Tony Nguy is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Dina Metry is a CFP® professional currently with Farther, a firm where she has worked since 2025. Prior to joining Farther, she was with Fortress Wealth Management from 2017 and worked at California State University, Northridge for one year. 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 employs an investment approach based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Michael Prodromou is a CFP® and CFA® affiliated with Creative Planning, where he has worked since 2026. He has seven years of industry experience, including prior roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, as well as four years at Cisco Systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, alongside a range of institutional and retirement plan services.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at ICONIQ Capital, PNC Bank, Gabelli Asset Management Company, and the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a centralized macroeconomic research process and constructs portfolios using a mix of liquid strategies, third-party independent managers, and private alternative investments.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. 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 emphasizes separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Peter Hooker is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, he has an ownership interest in an investment-related LLC that operates a vacation ranch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and specialized market roles, including swap dealing and futures commission merchant activities.

Marco Ottonello is a financial advisor at Cerity Partners LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies, along with access to alternative and private market solutions for qualified clients.

Daniel Connolly is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Lavelle Capital and Bridge Housing. Outside of advisory roles, he has a long history of involvement with John Foley's Irish House from 2008 to 2023. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and offers a range of services including SMA management, family-office support, and access to private alternative investments.