Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Gregory Warner is a CFP® with 19 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and previously worked at Adero Partners, LLC and Hines & Warner Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Fabio Nunes is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, Evox Capital, and Par Capital. He also worked with Agia Treinamento for six years. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management and uses multiple model risk profiles to tailor portfolios.

Jackson Attinger is a financial advisor at Cerity Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at KeyBank and The Clearing House. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client programs.

Lee Marcotte is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab, as well as a brief tenure at TopMarc Media, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning focused on asset allocation and investment selection. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with recommendations tailored to each client’s goals and risk tolerance.

Phillip Swenson is a CFP® and holds a Series 66 license with nine years of industry experience. He currently serves as a financial advisor at Mercer Global Advisors Inc. in Walnut Creek, CA. His career includes prior roles at Raymond James Financial Services and Millar Financial Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, and specialized strategies, and supports its clients with educational content and integrated service platforms.

Danny Tan is a financial advisor at HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63, Series 65, and Series 66 licenses with seven years of industry experience. His prior work includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA spanning over a decade. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program structures, including client-directed and fully discretionary options. The firm utilizes a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, serving a broad base of clients with both non-discretionary and discretionary managed portfolios.

Matthew Traub is a CFP® and CFA® with 12 years of experience in the financial services industry. He currently works at Mariner and has previously held roles at Affinity Capital Advisors, Lyft/Uber, American Summit Financial, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative services uncommon for a firm of its size.

Kelly Trevethan is a financial advisor at Mariner Wealth Advisors with 40 years of industry experience and holds a Series 63 license. His prior experience includes positions at firms such as United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Oppenheimer. Outside of his advisory work, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit organization focused on awarding grants to support at-risk youth in the San Francisco Bay area. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers, with additional capabilities in tax integration and financial wellness services.

John Mckenna is a financial advisor at CIBC Private Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at The On Investment Management Company, Embarcadero Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advising, he serves as a strategic advisor to Mitre Medical Inc. and is a member of the Board of Directors at Berkeley Country Club. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management and planning services, utilizing both proprietary and external strategies, and is notable for its scale and focus on investment company clients.

Hector Mendez Vazquez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co. Before his finance career, he was involved with Saint Mary's College of California in both academic and intercultural center roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs tailored to client objectives, including plans tied to insurance and annuity products, with a significant amount of assets managed on a non-discretionary basis.

Ralph Sklar is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1995 and operates Silver Transitions Financial & Insurance Solutions since 2008. Outside of his advisory work, he volunteers as an advocate for Children’s Hospital Oakland and serves on the boards of the Telegraph Area Business Improvement District and the Oakland Rotary Endowment. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations delivered through various program types, with the majority of its assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Ludovic Thomasson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ensemble Capital Management, LLC for 10 years before joining Corient Services LLC and Corient in 2024. Thomasson is based in San Francisco, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates both in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management tools.

Michael Navone is a financial advisor with Corient who holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to joining Corient in 2024, he worked at Ensemble Capital Management for six years and held roles at Sage Advisory and a brief period of unemployment. 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 continuous portfolio monitoring and risk management tools.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

Marcia Smith is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2008. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealer and futures commission merchant functions.

Brooks Slate is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at Cresset Asset Management, LLC since 2019 and previously held roles at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities. He holds a Series 63 license. 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, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. 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, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Linda Adefioye is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Goldman Sachs & Co. LLC, U.C. Berkeley, Visa, LinkedIn, Carta, NerdWallet, The Wharton School, Mastercard, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, separate account managers, direct indexing, and other strategies, supported by specialized advisory services and educational initiatives.