Roman I Vlev is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has work experience in technology and health-related businesses, including a partnership role at Spark Health Inc and MIS. Outside of his advisory role, he is also an independent insurance agent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Schultz Collins, Inc. and Golden Gate University. Eckman holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Benton Lowerison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Citigroup, he worked at Dimensional Fund Advisors and spent two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and supports a broad client base including high-net-worth and ultra-high-net-worth individuals.

Daniel Gunadi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has held roles at Synopsys Inc., Cisco Systems Inc., and the Heartland Institute of Financial Education. Outside of his advisory work, he provides technical support at Synopsys Inc., a high-tech hardware and software company. Transamerica Financial Advisors serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers, offering integrated retirement plan services and proprietary investment solutions.

Lauren Hansen is a CFA® charterholder currently with IEQ Capital, LLC, where she has worked since 2026. She has prior experience at Mercer, Corepower Yoga, Santa Barbara County Employees Retirement System, O’Neill Surf Shop, and Hansen & Rutherford, LLP. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment process includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Andy Lin is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Rand & Associates. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Lovlean Purewal is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. She has two years of industry experience and has previously worked at Lion Street Advisors, Morgan Stanley, UBS, and DFA of California. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party sub-advisers through various platforms.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Aaron Hunter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 registration and nine years of experience in the industry. His prior roles include positions at Sterck Kulick Oneil and ownership of Hunter Tax Associates, Inc. based in San Ramon, CA. 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 insurance subaccounts, supported by multiple custodial platforms and third-party tools to align client portfolios with their objectives.

Nicole Kisak is a CFP® certificant with 10 years of experience in the financial industry. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2022. Prior to that, she spent 15 years at City National Bank and City National Securities, Inc. She is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

David Lucas is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has a longstanding history with Ameritas-related entities since 2006 and operates BartoLucas LLC and Barto/Lucas Insurance & Financial Services, where he partners on group insurance programs and works with specialized clients such as members of the California Judges Association. Additionally, he is involved with Guardian Comprehensive Support, providing access to advanced genomic testing and medical advocacy services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account solutions and combines multiple custodial platforms with third-party tools, supported by a comprehensive supervisory framework and specialized variable product management programs.

Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2019. IEQ Capital 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 includes centralized macroeconomic research, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. 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 with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment options and integrated retirement plan services.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.