Lin Kong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Oracle Corporation, ServiceMax, Inc., General Electric, and World Financial Group, Inc. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides a range of discretionary and non-discretionary program options.

Andrew Mo is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior experience includes roles at Cetera, East West Bank, Iconiq Capital, SVB Wealth Advisory, Alliance Bernstein, and BNY Mellon. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad range of clients with both discretionary and non-discretionary portfolios.

Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.

Timothy Sweeney is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior roles include positions at Great Lakes Advisors, LLC and Wintrust Investments, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Brendan Casey is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Nasdaq, AlphaSights, and Socorro Asset Management, among others. Brendan also has experience outside finance, including a position at Cain & Abel's Bar and Grill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macroeconomic research with diversified portfolio construction using liquid strategies, independent managers, and private alternative investments.

Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

David Coles is a financial advisor at Farther with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Triad Advisors, Inc., Wealth Management & Business Concepts, and OSAIC. Outside of his advisory work, he owns Coastal Yachting LLC, which involves bookkeeping and maintenance for a sailing yacht. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

John Adrian Dioli is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Fortress Investment Group and the San Francisco Giants. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm utilizes centralized macroeconomic research and client-specific Investment Policy Statements to construct portfolios, offering a range of liquid strategies, third-party managers, and private alternative investments.

Thomas Glamuzina is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and Dynasty Wealth Management. 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 includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, supported by an integrated private-investment ecosystem.

Matthew Krensky is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Regis Acquisition Inc. and Regis Management Company, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers various portfolio options alongside specialized client education and integrated service platforms.

John Seo is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Merrill, Destination Wealth Management, and Consilium Wealth Management. Seo holds a Series 66 license and operates out of Danville, CA. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Jennifer Weir is a financial advisor at Hightower Advisors in San Francisco, CA, with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2020, following two years at Schultz Collins, Inc. and a two-year break from the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Scott Pence is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience and has been associated with Ameritas Investment Corp., Ameritas Life Insurance Corp., and David White & Associates since 2008. He is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

Erik Ralston is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and management of private funds across multiple asset classes.

Timothy Rich is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors and Securities America. Outside of his advisory work, Mr. Rich is involved in a musical project as a bass player with Last One Picked. Osaic Advisory Services, LLC serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering investment management and financial planning through multiple program models with custody primarily through Schwab and Fidelity.

Duy Tieu is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2016 and previously worked at Citigroup Global Markets from 2012 to 2016. Based in San Francisco, CA, he operates within a firm of 173 advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolio solutions and is notable for its higher assets under management per advisor and its involvement with investment company clients.

Jessa Shirman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she works as a driver for ride-sharing services in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and supports a wide range of investment products, including alternatives and digital assets.

Joseph Branley is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior work includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Alexander Brugger is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He has held roles at IEQ Capital since 2019 and previously worked at First Republic Investment Management and First Republic Securities Company. Brugger holds a Series 66 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to digital assets through Fidelity Digital Asset Services.

Steven Koury is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Citi since 2017 and previously was affiliated with Waddell & Reed and various insurance carriers. Outside of his advisory role, he serves as a parent volunteer board member and treasurer of the Burlingame Soccer Club. 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 both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.