Robert Allendorf is a financial advisor at Citigroup Global Markets with 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, City National Bank, and Wells Fargo. He holds Series 63, Series 65, and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with distinctive market roles, including in-house research and execution capabilities, and provides a range of advisory and custody services.

Hannah Busick is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Suntrust Advisory Services. Busick is based in San Francisco, CA. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers comprehensive ongoing reviews and client consultations.

Charlton Strait is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and one year of industry experience. His prior roles include positions at CNR Securities, LLC and Zazove Associates, as well as work outside finance in food service establishments such as Tha Joint Sushi and Basik Acai Cafe. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors, offering discretionary and non-discretionary portfolio management with a multi-strategy investment approach that integrates quantitative modeling and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors City National Rochdale mutual funds and interval funds.

Helena Mew is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been associated with Transamerica Financial Advisors since 2015 and serves as Treasurer on the board of the Asian Community Cultural Association of San Leandro. Additionally, she conducts annual internal audits for First Chinese Baptist Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of over 1,000 advisors and model-based portfolio management delivered through multiple program platforms.

Vishal Saluja is a financial advisor at Farther with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Indico Capital and Endurant Capital Management. Outside of finance, he participates in the management of Dhampur Biorganics, a sugar mill operation, attending quarterly meetings. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, fixed income, and AI tools.

Nicholas French is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He previously worked at SVB Securities for 15 years before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group in 2026. He holds Series 63 and Series 65 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified investment process that combines passive and active strategies overseen by an internal Investment Committee.

Jeremy Wenner is a financial advisor at IEQ Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining IEQ Capital in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. from 2018 to 2023, and Jefferies & Company, Inc. from 2010 to 2018. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, focusing on separately managed accounts and family-office services for clients generally with net worth at or above $10 million.

William Graff is a financial advisor at IEQ Capital, LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work experience at Werba Rubin Papier and Claremont McKenna College. Outside of his advisory role, he was involved with East Chop Beach Club for six years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Carl Consing is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years before joining Eagle Strategies and affiliated New York Life entities in 2023. Carl serves as a board member of the NAIFA San Francisco Peninsula chapter, where he helps plan and execute educational programs for members. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Trevor Stratton is a CFP® with one year of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His background includes five years of service in the United States Marine Corps and prior roles at Rocateq and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Gregg is a CFP® professional with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial, among other firms. Gregg is also involved with Mariner Independent Advisor Network LLC, an independent investment advisory firm through which he provides advisory services. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm follows a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms to assist clients in meeting their financial goals.

Sora Araim is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of finance, he is an employee at M I Architects, an architecture firm in Walnut Creek, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients. The firm offers a range of portfolio management and financial planning services through its Private Advisor model and the Rockefeller Global Investment Management platform, and also operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Joel Van Hofwegen is a CFP® with 24 years of experience in the financial services industry. He has worked at Farther since 2025 and previously held roles at Certus Wealth Management, MA Private Wealth, and Ameriprise Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and independent managers.

Shailesh Sachdeva is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds a Series 66 designation and has recently begun his advisory career, having worked at HSBC Securities and HSBC Bank USA since 2025. Prior to that, he spent four years at Silicon Valley Bank and has managed a sole proprietorship involved in short-term rental property management since 2016. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment strategies with client-directed and discretionary options, supported by global asset management and fund due diligence services.

Peter Johnson is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He previously worked at Ashfield Capital Partners, LLC for 15 years and Ashfield & Co Inc for 10 years. Peter serves as a board member of the Merritt Family Trust and is president of CityBridge Laguna Honda, a nonprofit organization benefiting hospital patients. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening and manager selection in its investment approach, while also providing access to alternative and private market solutions for qualified clients.

Sean Stannard Stockton is a CFA® charterholder with two years of experience at Corient, following a 20-year tenure at Ensemble Capital Management, LLC. He is based in San Francisco, CA. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. He has been associated with IEQ Capital since 2024 and also serves as a swim instructor and coach at Menlo Circus Club, teaching children ages 2 to 15. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Bobby Hardamon is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, Hardamon worked at NYLIFE Securities LLC and New York Life Insurance Company. He also has experience with the Alameda County Probation Department and nonprofit organizations including the San Francisco AIDS Foundation and Catholic Charities Neighborhood Services Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, with a substantial portion of assets managed on a non-discretionary basis.

Matthew Eckman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Schultz Collins, Inc. and Golden Gate University. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, proprietary research, and a range of investment vehicles to deliver customized portfolio management and financial planning solutions.

Benton Lowerison is a CFA® charterholder with eight years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2024, following a seven-year tenure at Dimensional Fund Advisors and two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm typically employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.