Christopher Benz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Ameritas Advisory Services and Ameritas Investment Company since 2023 and is also associated with David White & Associates. Outside of his advisory roles, Benz has experience in consulting and education, including a seven-year tenure at Elite Aesthetics Consulting Co. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan services, and employs model portfolios and third-party sub-advisers, with an emphasis on both discretionary and non-discretionary advice.

Alexis Trauger is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Creative Planning since 2019 and previously spent five years at Ameriprise Financial Services. Outside of her advisory role, Alexis is an artist involved with SwoonBox, a retail arts and crafts business. Creative Planning is an enterprise advisory firm managing approximately $217 billion in assets, serving a diverse client base including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers integrated legal, trust, and retirement plan services through affiliated businesses.

Jessica Mc Curdy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. She previously worked at Mariner Independent Advisor Network, LLC for 10 years and has been associated with LPL Financial, LLC for 12 years. Mc Curdy maintains an independent advisory business through Mariner Independent Advisor Network LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms, supporting a range of investment strategies through its network of investment adviser representatives.

Kyle Ryan is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Mariner Wealth Advisors and has previously been with firms including Personal Capital Advisors Corporation and GWFS Equities, Inc. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, with a notable integration of tax and accounting capabilities uncommon in large advisory enterprises.

Kristin Bartlow is a CFP® with 16 years of industry experience, currently affiliated with Hightower Advisors. Her prior experience includes roles at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company. She is the owner of Kristin Bartlow, LLC, a legal business entity. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Powers is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Farther Finance Advisors, LLC since 2020 and Farther Securities, LLC since 2026. His prior experience includes six years at Parallel Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Matthew Lum is a Series 66-licensed financial advisor with 21 years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2025. Prior to joining Citigroup, he spent 12 years at HSBC Bank USA and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Michael Turley is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Planning, Inc. for 19 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Jonathan Rudolfs is a financial advisor at SPC with the ChFC® designation and Series 66 license, and has six years of industry experience. He has been with SPC since 2020 and has worked at Parkland Securities since 2015. In addition to his advisory role, he is involved with Hanna Insurance and Financial Solutions, assisting clients with employer-sponsored SERPs, insurance, and financial product options. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice primarily through managed account programs and partnerships with third-party advisers.

Peter Chak is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, and has prior experience at J.P. Morgan Securities, First Republic Investment Management, and Merrill. Outside of his advisory work, he is a silent investor in a boba drink shop. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement consulting. The firm offers customized, committee-overseen portfolios combined with tax services and financial wellness tools, distinguishing it within large advisory enterprises.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Josie Su is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Based in San Francisco, CA, her career has been focused within the firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Taylor Embury is a CFP® professional at Mercer Global Advisors Inc. in San Francisco, CA, with nine years of industry experience. Prior to joining Mercer in 2026, he worked at Mariner Wealth Advisors and Origin Financial among other firms. He serves as Treasurer on the Blueprint Condominiums HOA Board. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, and offers specialized programs and client education initiatives.

Shilu Sheng is a CFP® at Creative Planning with one year of industry experience. Prior to joining Creative Planning, Sheng worked at Bank of New York Mellon for seven years and PricewaterhouseCoopers for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, and private and registered funds.

Lorna Meyer is a financial advisor at Rockefeller Financial LLC with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Meyer serves as a trustee and president of the Foundation of the Fine Arts Museums and is involved in several other nonprofit organizations related to the arts and charitable events in the San Francisco area. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment and insurance products alongside consulting and placement services.

Darren Taggart is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citigroup since 2017, with prior experience at JP Morgan Securities LLC and JPMorgan Chase Bank beginning in 2011. 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 through discretionary and non-discretionary programs and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission services.

Abbas Khoshnevissan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rock & Co LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a half owner of the San Francisco Fencer's Club, where he teaches children how to fence. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, utilizing both in-house and third-party managers, and is notable for its recapitalized ownership structure and its role as a distributor and placement agent for private funds.

Jacob Block is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 registrations and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Redbrick LMD, and Foreside Fund Services. He is based in San Francisco, CA. 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 combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Michael Lee is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citibank, NA since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivatives services.