Kyle Kurahara is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2010 and previously worked at Council Financial and Insurance Services. He serves as president of San Francisco Business Allies, a networking group for business owners, and is a board member of Nihonmachi Little Friends, a local preschool and daycare. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jamie Durrani is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and manages several rental properties in Mill Valley, California. 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 a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities across investment banking, insurance products, and alternative investment placements.

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

David Walsh is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has held long-term roles at Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc., Royal Alliance Associates Inc., Nylife Securities Inc., and New York Life Insurance Co. Outside of his advisory work, Walsh is the owner of Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. Eagle Strategies serves a diverse client base including 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 through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Robert Allendorf is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He is currently based in San Mateo, California. 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 specialized market roles, including in-house research and execution capabilities, and provides a broad set of advisory and custody services.

Hannah Busick is a financial advisor with Truist Advisory Services in San Francisco, holding a Series 66 credential and 12 years of industry experience. Her prior work includes roles at Suntrust Advisory Services, Suntrust Bank, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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 holds Series 63 and Series 65 licenses and previously worked at Ashfield Capital Partners, LLC for 15 years. Outside of his advisory role, he serves as a board member of the Merritt Family Trust and is president of CityBridge Laguna Honda, a nonprofit organization supporting hospital patients. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

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.