Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience and holds the Series 66 designation. Prior to joining Citigroup, Yang worked at Pan Pacific Commercial Link Co. from 2016 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, catering to a diverse client base ranging from workplace investors to ultra-high-net-worth individuals.

Jacqueline De La Chapelle is a CFA® charterholder with over 21 years of industry experience. She is currently a financial advisor at Schwab Wealth Advisory Inc., where she has worked since 2021. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Savant Capital. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.

Aarish Patell is a CFA® charterholder and Series 63 licensee with one year of industry experience. He is currently an advisor at IEQ Capital, LLC and has previously worked at LGT Capital Partners, Canvas Ventures, Cambridge Associates, Nepc, and Cjs Securities, Inc. IEQ Capital, LLC 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, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

Ivan Smirnou is a financial advisor with Cetera Planning Partners in Danville, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Garrett Gillett is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and eight years of industry experience. His prior firms include B|O|S and Financial Engines Advisors L.L.C. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Grace Brettkelly is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cerity Partners in 2023, she spent seven years at Capital Markets IQ, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Franz Weigel is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has been with IEQ Capital since 2025 and has prior experience at Elite Portfolios and Carmel Realty. He also spent time at UCSB in both academic and professional roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm follows a macroeconomic-driven investment process and offers customized portfolios that include liquid strategies, third-party managers, and private alternative investments.

Jennifer Man is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2001 and also has a 20-year tenure at Stein Roe Investment Counsel, Inc. based in San Francisco, CA. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving internal teams and committees to create customized portfolios and managed account programs, combining proprietary and external strategies.

Smriti Dhall is a CFP® professional with nine years of experience in financial advising. She currently works at Wealthspire Advisors and previously held roles at Lenox Wealth Advisors and Lenox Advisors, Inc. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients. The firm uses an institutional-style asset allocation approach with diversified investment options and provides wealth management, financial planning, and retirement-plan consulting services.

Bonnie Suveerachaimontian is a ChFC® and Series 65 credentialed advisor at Cerity Partners LLC with nine years of industry experience. She has worked at Cerity Partners since 2020 and previously spent four years at Worldview Wealth Advisors. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Dina Metry is a CFP® professional currently with Farther, a firm where she has worked since 2025. Prior to joining Farther, she was with Fortress Wealth Management from 2017 and worked at California State University, Northridge for one year. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ICONIQ Capital, PNC Bank, and Gabelli Asset Management Company. Prior to his advisory roles, he was affiliated with the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofits, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing liquid strategies, third-party Independent Managers, and private alternative investments.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Steven Cannatella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of his advisory role, he is involved in fixed insurance and annuity products, including dental and individual health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Peter Hooker is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has a partial ownership interest in a vacation ranch in Livermore, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Marco Ottonello is a financial advisor at Cerity Partners LLC based in San Francisco, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.