Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at EXTENDED Travel, The Mather Group, and Indiana University. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with third-party strategies and direct security selection, also providing access to alternative and private market solutions for qualified clients.

Michael Solis is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Outside of his advisory work, he is involved in local youth sports as an umpire for the Bollinger Canyon Little League and San Ramon Baseball Umpires Association. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on ETF-based digital portfolios and commission-based brokerage activities.

Kolbe Bachman is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at StepStone Group and General Atomics, and he spent four years at the University of San Diego. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market investments.

Alyssa Zagrobski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes positions at Ubiquity Retirement and RFS Partners. She is also involved in outside insurance sales on a part-time basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Douglas Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Investments, Wescom Financial Services, CUSO Financial Services, and Citicorp Investment Services. He serves as a trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation, multi-manager portfolios, and combines passive and active exposures to develop client investment strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Karl Olof Mills is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to this, he worked for 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, 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 with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC, based in San Francisco, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes nine years at Fisher Investments before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and often collaborates with third-party sub-advisors.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes 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, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a financial advisor with Schwab Wealth Advisory and holds the CFP® designation along with Series 63, 65, and 66 licenses. She has eight years of industry experience, having previously worked at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm utilizes standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trade execution requiring client authorization.

Jeffrey Becker is a CFA charterholder with four years of industry experience, currently an advisor at Farther since 2025. Prior to joining Farther, he worked at First Citizens Bank, Silicon Valley Bank (SVB Wealth), and BNY Mellon Wealth Management. 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 an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. Outside of his advisory role, he has been employed at Miramonte High School since 2022. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection.

Ki Hin Lai is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at HSBC Bank USA National Association, Hongkong & Shanghai Banking Co, Deloitte, and KPMG Tax Services Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm’s investment process uses multiple risk profiles and incorporates strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Darren Kalb is a CFP® and holds the Series 66 designation, with 14 years of industry experience. He has worked at Creative Planning since 2017 and previously spent three years at Polaris Greystone Financial Group, LLC. He is based in San Francisco, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various tax-efficient strategies.