Donny Chu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chu has been with Rockefeller Financial LLC since 2020 and joined Rockefeller Capital Management in 2025. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Guoli Rothbaum is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, Goldman Sachs, and Tesla Inc./Solar City. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options supported by a multi-tiered risk profile framework and collaboration with HSBC Global Asset Management.

Grace Beelman is a financial advisor at Cerity Partners LLC based in San Francisco, CA. She holds a Series 65 designation and has one year of industry experience. Her work history includes roles at Cerity Partners, Hutchinson Capital Management, and Beacon Economics, alongside four years at UCLA. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments.

Joseph Guerra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James & Associates and Adero Partners. Guerra has also held roles outside the advisory industry, including work at Texas State Tubes and Texas State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Denrik Wong is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and with Schwab Wealth Advisory since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Myles Vanderweele is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, following seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he holds a Series 65 license. 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 a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Meredith Jensen is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, the San Francisco Federal Reserve Bank, and Narvar. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary approaches. The firm uses a structured investment process with multiple risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Connor Hufer is a financial advisor at Cerity Partners LLC in San Francisco, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at LuluLemon for one year. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax planning, insurance placement, and access to alternative and private-market investments using tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Alexandra Holcomb is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. She holds a Series 65 designation and has been with the Capital Group organization since 2013, including thirteen years at Capital Group Private Client Services, Inc. prior to her current role. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon, utilizing separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Prabhjit Hayer is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, she worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. 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 emphasizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Owen Good is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, and offers a range of packaged programs and tax management options.

Chaitanya Reddy is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 16 years before joining Citi Private Bank in 2026. Outside of his advisory role, he serves as a volunteer board member for Habitat for Humanity GLA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Timothy Fiacco is a CFP® certificant with 21 years of industry experience, currently advising at Rockefeller Financial LLC since 2025. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2025, Merrill from 2009 to 2016, and UBS Financial Services from 2005 to 2009. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management alongside financial planning and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Tracy Chan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank USA and HSBC Securities (USA) INC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and pricing functions, operating with institutional scale and providing specialized solutions for high-net-worth clients.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, 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.

Jessica Caruso is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. in Walnut Creek, CA. Her entire career has been with Mercer Global Advisors, where she has held various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Derrick Chao is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including JP Morgan Chase, J.P. Morgan Securities, First Republic Bank, and Citibank. Derrick is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.