Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.

Gregory Forbes is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has experience at Citadel and EPIQ Capital Group, LLC, with a total of six years in the industry prior to joining IEQ Capital in 2025. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes a centralized investment process with a focus on alternative investments and offers specialized services including private placement life insurance sub-advisory and digital asset exposure.

Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

David Coles is a financial advisor at Farther with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Triad Advisors, Inc., Wealth Management & Business Concepts, and OSAIC. Outside of his advisory work, he owns Coastal Yachting LLC, which involves bookkeeping and maintenance for a sailing yacht. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Matthew Krensky is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Regis Acquisition Inc. and Regis Management Company, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers various portfolio options alongside specialized client education and integrated service platforms.

David Holmes is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Oppenheimer. Outside of his advisory role, he is a 25% partner in a rental property business. Oppenheimer serves individual and institutional clients with a range of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Jennifer Weir is a financial advisor at Hightower Advisors in San Francisco, CA, with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2020, following two years at Schultz Collins, Inc. and a two-year break from the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Erik Ralston is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Duy Tieu is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with CIBC Private Wealth Management since 2016 and worked at Citi Private Bank from 2012 to 2016. He is based in San Francisco, CA. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with a focus on both proprietary and external strategies.

Jessa Shirman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase bank NA. Outside of her advisory role, she is active as a driver for ride-sharing services Lyft and Uber in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant functions.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a financial advisor at Cerity Partners LLC holding a Series 65 designation. She has one year of industry experience, including her current role at Cerity Partners and a prior position at Delegat. Before entering the financial advisory field, she worked in education at UC San Diego, Marin Catholic High School, and Marin Waldorf School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Vernon Ng is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has worked at Citigroup since 2011. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including in-house research and derivatives services.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

Edward Pope is a financial advisor at RBC Rochdale, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rochdale Investment Management LLC and Rim Securities LLC since 2012. Based in San Francisco, CA, he has been with his current firms for 14 years. 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 that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across equities, fixed income, real assets, and alternative investments.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Kenneth Malamud is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and two years of industry experience. He has been with HSBC Securities since 2023 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and utilizes a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers.

Craige Bertero is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, Columbia Pacific Wealth Management, and CIPW Service Company. He serves as a board member of Proper Voltage, a company that sells industrial-grade batteries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team approach that integrates proprietary strategies with third-party solutions and specialized offerings such as family office and trustee services.

Elton Lai is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, and Merrill. Outside of his advisory work, he is the owner of EC4Life LLC, developing a mobile wellness application that uses AI to analyze meals and assess potential long-term glucose impacts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities, with advice delivered through Charles Schwab’s asset allocation models and research tools.

Charles Recchion is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Point Olema Capital Partners and Cambridge Associates LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and implements investments through low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by a range of specialized programs and client education initiatives.