Kolbe Bachman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he held roles at StepStone Group, General Atomics, and the University of San Diego. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Alyssa Zagrobski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include seven years at Ubiquity Retirement and a year at RFS Partners. She also engages in outside insurance sales on a part-time basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a range of proprietary and third-party investment programs.

Douglas Eng is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee for a family trust acting as a power of attorney and executor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models to tailor client strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

David Umbenhaur is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has spent his career with Guardian Life and its affiliate Park Avenue Securities. Outside of his advisory role, he volunteers as a sound technician for his church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with tailored solutions for various client needs.

Emily Yellen is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Capital Group, J.P. Morgan Advisors, First Republic Bank, and Citi Personal Wealth Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC, based in San Francisco, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes nine years at Fisher Investments before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and often collaborates with third-party sub-advisors.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. 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.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Sophia Gossum is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she was employed at Thornburg Investment Management for two years and has a background that includes roles at Washington University in St. Louis, Christus St. Vincent Hospital, Heidi Loewen Porcelain, and Santa Fe Preparatory School. 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 involves centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments, with an emphasis on clients typically having net worths of $10 million or more.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a financial advisor with Schwab Wealth Advisory and holds the CFP® designation along with Series 63, 65, and 66 licenses. She has eight years of industry experience, having previously worked at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm utilizes standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trade execution requiring client authorization.

Tyler Montano is a CFP® with seven years of industry experience, currently affiliated with Private Advisor Group, LLC in San Carlos, CA. His prior roles include positions at Ameriprise, NYLife Securities, and New York Life Insurance Co. Since 2026, he has also been associated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, including a proprietary platform called WealthSuite. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies and third-party managers.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.