Maria Pejoro is a financial advisor with Oppenheimer in San Francisco, California, holding a Series 63 designation and 32 years of industry experience. Her prior work includes roles at Bay Hills Capital Management, iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of finance, she has worked as a pastry consultant involved in restaurant build-outs and menu planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches tailored to client objectives.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Kyle Benner is a CFP® professional with three years of industry experience. He currently works at Corient and previously held roles at Ensemble Capital Management and Abbot Downing Wells Fargo. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investment options where appropriate.

Nolan Parker is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lion Street Financial and Fremont Bank. Nolan has also been involved in managing client relationships related to life insurance through PEAK360 Wealth Management. Integrity Alliance serves a broad client base, offering advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets, with investment approaches that include discretionary accounts, model portfolios, and third-party manager referrals.

Micah Miller is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Investment Management, and Pillsbury Winthrop Shaw Pittman, LLP. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and access to both public and private markets.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Stuart Ashwood is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Mirae Asset Wealth Management (USA) and Four Points Advisors. MAI Capital Management provides a range of investment management and wealth management services to individuals, families, institutional clients, and others. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and ancillary services into client relationships.

Cole Mc Gowan is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience at Canterbury Consulting and Vouri. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process involves centralized macroeconomic research, customized Investment Policy Statements, and a mix of liquid strategies, independent managers, and private alternatives.

Akio Adams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs through internal standards and oversight committees.

Colleen Breit Supran is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2021. She previously held positions at Bingham, Osborn & Scarborough LLC, Morrison & Frazier, LLC, and Compass Fund Management, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm uses a customized investment approach based on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

Laurie Marks is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 registrations and having 10 years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Co., TIAA-CREF, and TrigoFi, Inc. She serves on the Finance Committee of the San Francisco Waldorf School, assisting with financial oversight, budgeting, and endowment management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in portfolio construction.

David Giuffrida is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Citigroup since 2019, Millennium Limited Partners in 2017 and 2018, and JP Morgan Securities from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Robert Berston is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles including multiple positions at the University of California, Santa Cruz. Outside of finance, he works part-time with Cow Hollow Catering. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Brian Quinn is a financial advisor at Corient with 19 years of industry experience. He holds a Series 66 designation and previously worked at Vivaldi Capital Management and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and applies risk management tools and stress testing to align portfolios with client objectives.

Rita Lee is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018, following a long tenure at Citibank NA from 1995 to 2018. Outside of her advisory role, she provides in-home supportive services to a family member. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant services.

Michael Mcdonough is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Principal Securities Inc. since 2010 and founded MK McDonough Financial & Insurance Services in 2019. Outside of advisory work, he is the owner and developer of Mastering Action Plans for Success, a proprietary goal planning system, and serves as a board member for the Alameda Boys and Girls Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.

Timothy Mcnamara is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Beacon Pointe Advisors LLC, Carson Wealth, and his own consulting firms. Mercer Global Advisors serves individuals, families, and a range of institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, alongside educational programming and integrated affiliated service lines.

Sheldon Freisinger is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management and financial planning, with advisory services that include strategic asset allocation and manager selection across various portfolio types.

Christine Cabras is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory role, she is involved in family health advising, mentoring a teen and her mother, and works with In House Support Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.