David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Robert Wright is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes multiple roles at HSBC and Wells Fargo, as well as experience at Cetera Investment Services and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in bank-related product sales alongside his advisory work. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types with varying levels of client direction and discretion, supported by asset-allocation advice and fund due diligence performed in conjunction with HSBC Global Asset Management and affiliated providers.

Melissa Yue is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her prior experience includes roles at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent adviser representatives and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Tracy Tamura is a ChFC® credentialed financial advisor with six years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior work includes roles at Liberty Wealth Management, Midland National Life, Hansen & Associates Financial Group, and McNeil Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians, money managers, and platform programs to execute client strategies.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. 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.

David Ramirez is a financial advisor at Empower Advisory Group in Lafayette, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at GWFS Equities, Inc. and SII since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Alana Yokoyama is a CFP® with nine years of experience in the financial industry. She currently works at Cresset Asset Management, LLC and has previously held roles at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, LPL Financial, and Gerber Kawasaki. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction, employing both active and passive strategies alongside third-party managers.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael De Santis is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools subject to internal review.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies since 2019 and is currently with Capital Group Private Client Services, Inc. Prior to joining Capital Group, he worked at SmartBiz Loans from 2015 to 2019. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.

Mark Ericson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mercer, he worked at Fidelity Brokerage Services LLC and held roles at Bank of America and Merrill. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of portfolio management and planning services.

Graham Wright is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held positions at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, he is involved with First Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm is noted for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, providing both advisory and brokerage solutions.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Keith Gentry is a financial advisor with Citizens Securities, Inc. and Citizens Private Wealth in San Francisco, CA. He holds a Series 66 credential and has 14 years of industry experience. Prior to his current roles, he worked at Clarfeld for seven years. Outside of his advisory work, he plays drums in a band on a part-time basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Sang Le is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He has held his current position since 2007. Outside of his advisory work, he owns a rental property in Castro Valley, 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains roles as a swap dealer and futures commission merchant.

Gary Garabedian is a financial advisor with William Blair and holds Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has ownership interests in a transportation equipment sales business and a private investment partnership. William Blair’s Private Wealth Management division provides investment management and financial planning services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Jennifer Yacoube is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc, and Litman Gregory Asset Management, LLC. Outside of her advisory role, she owns a vacation rental property in Dillon Beach. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework and offers a wide range of wealth management and financial services.

Evelyn Duka is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Advisors and operates her own business, Kaylyn Financial, which involves sales and service of annuities, health insurance, and life insurance. Additionally, she provides individual tax preparation services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.