Alexis Trauger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Alexis worked at Ameriprise Financial Services, Inc. for five years. Outside of financial advising, Alexis is an artist involved with SwoonBox, a retail arts and crafts business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering fiduciary advisory services and a range of institutional and retirement plan solutions.

Jessica Mc Curdy is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Mariner Independent Advisor Network, LPL Financial, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary-based advisory model that includes various investment strategies and technology platforms.

Kristin Bartlow is a CFP® with 16 years of industry experience, currently affiliated with Hightower Advisors. Her prior experience includes roles at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company. She is the owner of Kristin Bartlow, LLC, a legal business entity. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across various investment vehicles.

Christopher Powers is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Farther Finance Advisors, LLC since 2020 and Farther Securities, LLC since 2026. His prior experience includes six years at Parallel Advisors, LLC. 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 a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Matthew Lum is a Series 66-licensed financial advisor with 21 years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2025. Prior to joining Citigroup, he spent 12 years at HSBC Bank USA and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Michael Turley is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Planning, Inc. for 19 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Jonathan Rudolfs is a financial advisor at SPC with the ChFC® designation and Series 66 license, and has six years of industry experience. He has been with SPC since 2020 and has worked at Parkland Securities since 2015. In addition to his advisory role, he is involved with Hanna Insurance and Financial Solutions, assisting clients with employer-sponsored SERPs, insurance, and financial product options. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice primarily through managed account programs and partnerships with third-party advisers.

Peter Chak is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, and has prior experience at J.P. Morgan Securities, First Republic Investment Management, and Merrill. Outside of his advisory work, he is a silent investor in a boba drink shop. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement consulting. The firm offers customized, committee-overseen portfolios combined with tax services and financial wellness tools, distinguishing it within large advisory enterprises.

Rajiv Dadlani is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and brings over twenty years of experience in the financial services industry. In his role, Rajiv advises individuals, including entrepreneurs and executives, on net worth management by evaluating their assets and liabilities to develop appropriate balance sheets. He creates capital growth and preservation strategies tailored to clients’ taxable and tax-deferred portfolios through a range of investment vehicles such as equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. Additionally, Rajiv provides customized hedging strategies for clients with concentrated stock exposure to enhance tax efficiency and collaborates with startup companies on setting up and structuring retirement plans. Before joining Merrill Lynch, Rajiv worked on investment banking transactions, including domestic and cross-border mergers and acquisitions, capital raising, and as a buy-side equity research analyst. He holds a bachelor’s degree in economics from the London School of Economics and Political Science and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Rajiv's personal interests include skiing, swimming, tennis, and traveling. His approach centers on developing personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.

Josie Su is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Based in San Francisco, CA, her career has been focused within the firm. 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 discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Taylor Embury is a CFP® professional at Mercer Global Advisors Inc. in San Francisco, CA, with nine years of industry experience. Prior to joining Mercer in 2026, he worked at Mariner Wealth Advisors and Origin Financial among other firms. He serves as Treasurer on the Blueprint Condominiums HOA Board. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, and offers specialized programs and client education initiatives.

Shilu Sheng is a CFP® at Creative Planning with one year of industry experience. Prior to joining Creative Planning, Sheng worked at Bank of New York Mellon for seven years and PricewaterhouseCoopers for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Emmanuel Romasanta is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 credential and has prior experience at Churchill Management Group and Fisher Investments. Based in San Francisco, CA, he joined Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies and customizing portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Lorna Meyer is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Merrill and Bank of America, N.A., with tenures spanning over two decades each before joining Rockefeller in 2025. Meyer serves as president of the Foundation of the Fine Arts Museums and participates in charitable organizations including the Sovereign Order Knights of St. John and the Museum of Modern Art. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Darren Taggart is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, with prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Abbas Khoshnevissan is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Rock & Co LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is a half-owner of the San Francisco Fencer's Club, where he teaches children how to fence. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform, distinguished by its broker-dealer registration and capabilities in placing alternative investment vehicles.

Jacob Block is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Deutsche Bank Securities Inc., Foreside Fund Services, LLC, and Redbrick LMD, LLC. He has been with Citigroup since 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles and arrangements.

Michael Lee is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citibank, NA since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Kiran Ahuja is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services, Morgan Stanley Private Bank, HSBC Securities, and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, operating at a large institutional scale with specialized market roles.

Karl Salocks is a CFP® professional with 12 years of industry experience, currently associated with Carson Wealth. His career includes roles at Morgan Stanley, Merrill, Principal Financial Services, and several wealth management firms. Salocks is based in San Rafael, CA. Carson Wealth operates as an enterprise platform serving corporate, institutional, and high-net-worth clients through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.