Sinman Poon is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and J.P. Morgan Securities. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, institutions, and corporations. 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 portfolio solutions.

Amy Knox is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Marco Bronzini is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Osaic Advisory Services, LLC, joining in 2024 after previous roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. Bronzini also serves as Vice-President of Omni-Prestige Insurance Services, Inc., focusing on life, long-term care, health, and group insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms for portfolio construction and oversight.

Marina Van Steen is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Cresset Asset Management since 2023. Her prior experience includes roles at IEQ Capital, LLC, Callan LLC, Sendero Group LLC, and the University of California. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Fayann Han is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. She has worked at Charles Schwab and related entities since 2021, with additional experience at the University of California, Davis and other organizations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools to recommend investment allocations without exercising discretionary trading authority.

Lyman Howard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following an eight-year tenure at Ashfield Capital Partners, LLC. 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 employs a tailored investment approach that combines proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. 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 employs multi-asset, multi-manager strategies with rigorous internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Stephen Grochol is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, LPL Financial, SGC Financial and Insurance Services, Minnesota Life Insurance Co, and Securian Financial Services Inc. Grochol is also involved in insurance brokerage and financial planning through Private Label Wealth Management, assisting clients with retirement, cash flow, insurance, and overall planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jane Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Valic Financial Advisors since 2003. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at several firms, including Ameritas Investment Company, David White & Associates, First Republic Bank, HSBC, Merrill Lynch, and Thompson Financial Group. He is also engaged in financial planning through David White & Associates. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house models and third-party managers, and integrates services across affiliated broker-dealers and investment advisers.

Jennifer Lam is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Mariner Wealth, JPMorgan Chase Bank, First Republic Securities Company, and Merrill. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation and manager selection across public equities, fixed income, and various alternatives, utilizing both active and passive strategies.

Le Ann Shea is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cerity Partners LLC, Bingham, Osborn, & Scarborough, LLC, RBC Capital Markets, Capfinancial Securities, LLC, CapTrust, and Natixis. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolios using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

James Maxwell is a financial advisor at Creative Planning with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services. Outside of his advisory role, he is a managing partner of 275 Birch Lakes LLC, where he oversees leasing office space. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by active approaches and comprehensive retirement plan services, supported by a broad range of affiliated non-investment businesses.

John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Elizabeth Revenko is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Corient. Her prior experience includes roles at Ensemble Capital Management LLC, Private Ocean Wealth Management, and Mosaic Financial Partners. She also has a long-standing role as a novelist and serves as Chair of the Board of Trustees at San Domenico School in California. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, 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 and stress testing to align portfolios with client objectives.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including BIGGR Wealth Strategies and Insurance Solutions LLC and Frazier Financial & Insurance Services LLC. Frazier serves as a board member of the City Surf Project, a nonprofit that teaches surfing to inner-city high school students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lai Kwong is a financial advisor with William Blair, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He is based in San Francisco, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Before joining Rockefeller Financial in 2023, she worked for First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer a range of portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and integrated trust and insurance capabilities.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.