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.

Anthony Tsang is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial, Strategic Wealth Advisors Group, and Associated Planners Investment Advisory Inc. He is currently affiliated with Msec, LLC as well. Private Advisor Group serves a diverse clientele including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of services from portfolio management and financial planning to access to proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Lilian Lo is a CFP® and Series 66 credentialed financial advisor at Corient with 21 years of industry experience. Her prior roles include positions at Vivaldi Capital Management LLC, Strategic Wealth Advisors Group, and LPL Financial. Lilian is based in San Francisco, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, utilizing risk management tools and alternative investment options where appropriate.

Joanna Cui is a CFP®-designated financial advisor with over 31 years of industry experience. She is affiliated with Eagle Strategies (New York Life) and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 1994. Since 2012, she has operated Joanna Cui Financial & Insurance Services, providing group health insurance for Silicon Valley start-ups and life insurance products through BISYS. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides a range of advisory programs, focusing primarily on non-discretionary assets and working with various institutional sponsors within an integrated New York Life affiliate structure.

Terrence Gee is a financial advisor with Private Advisor Group, LLC, based in San Francisco, CA, holding a Series 63 designation and bringing 42 years of industry experience. His prior firms include Crown Capital Securities, LP and Quest Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and advisory programs. The firm employs a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement diverse investment strategies.

Robert Zimmerman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Merrill for ten years before joining Citigroup Global Markets in 2023. 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, along with brokerage and custody services. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant, and provides bespoke solutions for high-net-worth clients.

Clark Jennison is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. He has worked at CITI Private Bank since 1996. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and maintains in-house research and security-pricing capabilities alongside its institutional-scale operations.

T. Branton is a CFP® and Series 65-licensed advisor at Wealthspire Advisors with 18 years of industry experience. Prior to joining Wealthspire in 2024, he worked at Private Ocean for six years and Mosaic Financial Partners Inc. for seven years. Outside of his advisory role, he provides life coaching on a part-time basis. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach with a diverse mix of investment vehicles and offers tailored wealth management, financial planning, retirement-plan consulting, and trustee services.

Sophie Langlois is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Fidelity Investments. Outside of finance, she has experience working at Jules Place Art Gallery. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm emphasizes a diversified investment approach that includes liquid and private alternative investments through an integrated private-investment platform.

Kathryn Lennon is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and UBS Financial Services. 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 and maintains specialized market roles including research, security pricing, and derivatives trading.

Clark Jorgensen is a CFA® charterholder and holds a Series 65 license. He currently works at CIBC Private Wealth Advisors, Inc. and has 14 years of industry experience, including 13 years at BMO prior to joining CIBC Private Wealth. Based in San Francisco, he began his tenure with CIBC in 2026. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of services such as portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies overseen by internal committees.

Nanlan Ou is a Series 66-licensed financial advisor with Citigroup Global Markets, based in San Francisco, CA. She has 18 years of industry experience and has been with Citigroup since 2012. 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 through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Zachary Crawford is a Series 65 licensed advisor with Mercer Global Advisors Inc. in San Francisco, CA. He has prior experience working at California Polytechnic State University and Galileo Learning, as well as a long tenure at Alison Montessori Middle/High School. 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 is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, and specialized strategies.

Christopher Boggs is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is involved in a short-term rental real estate business through Boggs Real Estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria within a range of eligible strategies.

Matthew Smith is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab and its affiliated bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment resources.

Awanti Desai is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. Awanti works directly with clients to define their financial goals and tailor portfolio strategies that align with their individual needs and circumstances. She brings expertise in general investing, retirement planning, and saving for unforeseen expenses. Awanti values understanding what matters most to her clients, which enables her to provide ongoing advice and adjust strategies as clients' situations evolve. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Awanti earned a Bachelor's Degree in Economics from the Pennsylvania State University System and an Associate's Degree in Economics from Ventura Community College District. She is proficient in English and Marathi. Outside of her professional role, her interests include photography, pottery, reading, running, and traveling.

Samantha Solberg is a financial advisor with Charles Schwab in San Francisco, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Breckinridge Capital Advisors, Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Wilson Ma is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes tenures at Wells Fargo Clearing since 2016, Wells Fargo Investments, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advising, he serves as a caregiver for his ill mother, providing cooking and cleaning support. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs modern portfolio theory and extensive research resources to guide investment decisions and provides a broad range of brokerage and advisory solutions.

Matthew Swaffin Smith is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and under Corporate Financial Planning agreements.

Daniel Scalley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, as well as Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.