James Louchis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Rory Henderson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America Advisors. OSAIC Advisory Services serves a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and nonprofit organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Xiaobing Guan is a financial advisor with Schwab Wealth Advisory in San Francisco, CA. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Guan has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools to support client-directed investment decisions.

Marilyn Suey is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked with firms including Mariner Independent Advisor Network, LPL Financial, and Managed Economics. Outside of advisory work, she is an author and speaker, having written the book "36 Quick Tips for Savvy Women," and serves as president and board member of Blackhawk Country Club as well as a nonprofit board member for Sequoia Living. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary investment programs.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

Raschard Mc Kinney is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. He previously worked at JP Morgan for six years. He is the founder of two small businesses: 8th & McKinney LLC, which assists small businesses with business plan writing, and Web & Wonder LLC, a retailer of video game and computer accessories. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm manages customized portfolios through a combination of proprietary and external strategies, supported by an internal investment team and governance committees.

Stephanie Chang is a CFP® and CFA® with eight years of experience in the financial services industry. She currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at Pillar Pacific Capital Management, Fisher Investments, LPL Financial, and Waddell & Reed. She serves as a successor trustee for a family trust. 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 regulatory assets under management through a large advisor network, employing a diversified investment approach that combines passive and active strategies with quantitative, momentum, and fundamental analysis.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Katherine Muller is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has previously been involved with organizations including the California Alumni Association, Everlastly, Inc., and University Tees. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Tammy Plotkin Oren is a financial advisor with Eagle Strategies (New York Life) based in Berkeley, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been affiliated with New York Life and its related entities since 2005 and has operated TPO Financial and Insurance Services since 2009. Outside of her advisory work, she serves as Treasurer and Board Member for UC Berkeley Hillel and is a board member for the Delaware Street HOA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Fatema Udaipurwala is a CFA® charterholder affiliated with Eagle Strategies (NY Life) in San Francisco, with eight years of industry experience. Her career includes roles at Silver Transitions Financial & Insurance Solutions and NyLife Securities, LLC, as well as ongoing service with New York Life Insurance Company since 2018. She is a board member and co-chair of the programs committee for Financial Women of San Francisco. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anthony Garibaldi is a CFP® professional with 16 years of experience in financial advising. He has been with Eagle Strategies (NY Life) since 2011 and also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2010. Garibaldi serves as Treasurer and board member of the San Francisco Peninsula chapter of NAIFA, the National Association of Insurance and Financial Advisors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives and emphasizes largely non-discretionary asset management within the New York Life affiliate structure.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.

Alan Gibbs is a financial advisor at Oppenheimer with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 2008. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Ryan Leamy is a financial advisor at IEQ Capital, LLC with five years of industry experience. He previously worked at Epiq Capital Group, LLC for five years and spent four years at the University of Oregon. Ryan holds a Series 65 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a combination of liquid strategies, third-party independent managers, and private alternative investments.

Zachary Ammirato is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 15 years. Ammirato is involved in private equity and venture investments through HoneyBee Ventures. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on alternative investments and a recapitalized ownership structure involving significant institutional minority owners.

Elizabeth Husserl is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Lion Street Advisors, PEAK360 Wealth Management, Evolve Wealth Planning, and Ameritas Investment Corp. Outside of advisory work, she is an author and speaker focused on behavioral finance, based on her book *The Power of Enough: Finding Joy in Your Relationship to Money*. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.

Andrew Huang is a CFA® charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at JP Morgan Chase Bank, N.A. and First Republic Investment Management, Inc. Outside of his advisory role, he serves as a first successor trustee for a friend's trust account. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach that incorporates both active and passive strategies, supported by a structured due-diligence program and private fund management.