Edward Pope is a financial advisor at RBC Rochdale, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rochdale Investment Management LLC and Rim Securities LLC since 2012. Based in San Francisco, CA, he has been with his current firms for 14 years. 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 that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across equities, fixed income, real assets, and alternative investments.

Kenneth Malamud is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and two years of industry experience. He has been with HSBC Securities since 2023 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and utilizes a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers.

Nicholas Chang is a financial advisor at IEQ Capital, LLC with a Series 65 designation and experience at multiple firms, including Thruline and MacDougall Advisors. He has been in the industry since 2018. Outside of finance, he was involved with Dark Matter Coffee in 2022. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates both liquid and private alternative investments through a centralized research process.

Robert Hanson is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parallel Advisors, LLC and Franklin Templeton Investments. 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’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Lan Shaw is a CFP® with 18 years of industry experience, currently with Integrated Wealth Concepts LLC. He has worked at Edward Jones, Commonwealth Financial Network, and Vision Private Wealth, and is the owner of Vision Financial Planning, Inc. Shaw holds a Series 66 license. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach across customized portfolios using mutual funds, ETFs, equities, and fixed income.

Craige Bertero is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, Columbia Pacific Wealth Management, and CIPW Service Company. He serves as a board member of Proper Voltage, a company that sells industrial-grade batteries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team approach that integrates proprietary strategies with third-party solutions and specialized offerings such as family office and trustee services.

Elton Lai is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, and Merrill. Outside of his advisory work, he is the owner of EC4Life LLC, developing a mobile wellness application that uses AI to analyze meals and assess potential long-term glucose impacts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities, with advice delivered through Charles Schwab’s asset allocation models and research tools.

Riley Cantwell is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PEERS & Co and Sundance Bay. Cantwell’s background also includes a four-year period at Claremont McKenna College. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Charles Recchion is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Point Olema Capital Partners and Cambridge Associates LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and implements investments through low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by a range of specialized programs and client education initiatives.

Nicholas Sterling is a CFP®-certified financial advisor with nine years of industry experience, currently with Oppenheimer. He has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. Outside of his advisory role, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide for Napa Valley Fly Guides. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors.

Vincent Lamarca is a financial advisor with Valic Financial Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Amelia Goldstein is a Series 65-licensed financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital, she worked at Houlihan Lokey and Bloomberg LP. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Samuel Shephard is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FIRST REPUBLIC Securities Company, LLC for six years before joining IEQ Capital in 2019. 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 combines centralized macro and manager research with access to independent managers and alternative investments, managing approximately $35.4 billion across a range of separately managed accounts and family-office services.

Jinai Chen is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chen held roles at Charles Schwab & Co., Charles Schwab Bank, and Wells Fargo. Outside of finance, Chen is involved with a healthcare service providing in-home assistance to elderly and disabled individuals in California. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s research tools and asset allocation models to support clients’ investment decisions. The firm conducts at least annual account reviews and primarily operates within the Schwab ecosystem without discretionary trading authority.

Eric Chang is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021. His prior experience includes roles at Bingham, Osborn & Scarborough LLC, Zions Bancorporation, N.A., and Contango Capital Advisors, Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Hannah Van Essen is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Mercer, she was involved with several organizations, including The Phoenix Student Literary Magazine, Galileo Learning, and Immigrant Hope. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios combining low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and specialized service lines.

Emily Taken Vertz is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously at B|O|S and Brouwer & Janachowski, LLC. Emily is based in San Francisco, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Isaac Dayley is a financial advisor with Money Concepts Capital Corp in San Francisco, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked at Money Concepts Capital Corp since 2016 and is also the owner and operator of Dayley Schmiedl LLC, a marketing, talent management, and media consulting business. Additionally, he is involved with Nashville CBD Solutions, a retail health products store, and provides consulting services to other non-investment-related businesses. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, employing a range of investment strategies including model portfolios and third-party sub-advisers.

Alvin Liang is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior work includes positions at Sequoia Equities Securities Corp. and Stifel Nicolaus & Co Inc. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary advisory programs.

Jack Shepard is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at CU Boulder from 2018 to 2022 and Sacred Heart Prep High School from 2014 to 2018. 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 focuses on separately managed accounts with a net worth threshold generally at or above $10 million, employing a centralized macro and manager research process and offering access to alternative investments through an integrated private-investment platform.