Canden Hannah is a financial advisor at Corient based in San Francisco, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Focus Partners Wealth and Puesto, as well as teaching experience at Grand Canyon University and Berean Christian High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, with additional capabilities in private funds and affiliated trust services.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital Management, LLC. 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 corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Julian Lam is a financial advisor with Schwab Wealth Advisory Inc. in San Francisco, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Fisher Investments from 2011 to 2017 before joining Schwab Wealth Advisory and Charles Schwab in 2017. Outside of his advisory role, he is involved in food delivery services through Uber Eats. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and research tools, recommending investments while leaving final trading decisions to clients.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Dennis Culver is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in San Ramon, CA, and has 10 years of industry experience. Prior to joining Ameritas in 2021, he worked at Mutual Securities, Insight Wealth Strategies, Lincoln Financial Advisors, and Ameriprise Financial Services. Outside of his advisory work, Culver is also a reporter for Bay City News, a news wire service. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios and third-party managers.

Mathew Salter is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. His prior roles include positions at Franklin Templeton Financial Services, Legg Mason Investor Services, and Cisco Systems. He also serves as a councilmember for the Town of Ross, California. 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 execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Omeed Mahoobi is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and market roles unique to large institutional firms.

Jingliang Wu is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, New York Life Insurance Company, and the Industrial and Commercial Bank of China (USA) N.A. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a multi-profile asset allocation process and various affiliated advisory and fund selection services.

Anne Garrity is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Voya Financial Advisors and TIAA during her career. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm utilizes third-party advice platforms and models to deliver personalized asset allocations and income forecasts, managing approximately $30.9 billion in discretionary assets as of the end of 2024.

Robert Fink is a financial advisor at Rockefeller Capital Management with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, N.A., and Merrill. Rockefeller Capital Management is an enterprise firm serving a diverse client base with comprehensive wealth management and investment advisory services.

Abram Moudi is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and the Royal Bank of Canada. He completed his education at the University of California, Berkeley. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Frederick Xuereb is a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Mercer Global Advisors since 2016, with a brief tenure at Richmond Republic the same year. Xuereb serves as a finance committee member for St. Ignatius Parish, providing oversight of parish finances and investment accounts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Stephen Florance is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Robertson Stephens Advisors. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolio solutions emphasizing diversified asset allocation across multiple asset classes, along with access to alternative and private-market investments.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, 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 and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Jonathan Butler is a CFP® and CFA® with 16 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Btr Capital Management, Inc. for 17 years. Outside of his advisory work, Butler serves as a scoutmaster for Scout Troop 204 in Lafayette, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a mix of quantitative and fundamental research.

Matthew Stubblefield is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Northwestern Mutual and National Life Group. Outside of his advisory role, he is also an insurance agent with TruePath Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading.

Jayne Smith is a CFA® charterholder with 32 years of industry experience. She currently serves at Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC and Vista Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

Joseph Davison is a financial advisor with Private Advisor Group, LLC, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Strategic Wealth Advisors Group and LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of analytical approaches and trading time horizons, with services delivered through a network of investment adviser representatives.

William Soto is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and previously worked at University Federal Credit Union for seven years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides 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 portfolios.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.