Jacob Block is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 registrations and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Redbrick LMD, and Foreside Fund Services. He is based in San Francisco, CA. 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 combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

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.

Karl Salocks is a CFP® with 12 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Morgan Stanley and several other firms. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers diversified portfolio management and retirement-plan services, employing a discretionary management approach supported by an in-house Investment Committee and a range of analytical tools.

Maria Pejoro is a financial advisor at Oppenheimer with 32 years of industry experience. She holds a Series 63 designation and has worked at firms including Bay Hills Capital Management, iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of finance, she has worked as a pastry consultant involved in restaurant build-out, menu planning, and recipe testing, and has handled accounting and invoicing for a real estate agent. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a broad range of advisory and consulting services. The firm employs varied investment approaches across multiple programs, managing approximately $36.7 billion in assets as of the end of 2025.

Kyle Benner is a CFP® professional with three years of industry experience. He currently works at Corient and previously held roles at Ensemble Capital Management and Abbot Downing Wells Fargo. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investment options where appropriate.

Angela Berry is a financial advisor at TIAA-CREF in Walnut Creek, CA, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity, JPMorgan Securities, Merrill, and Bank of America. Outside of her advisory role, she is involved with a modeling agency. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions within a fiduciary framework.

Micah Miller is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Investment Management, and Pillsbury Winthrop Shaw Pittman, LLP. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due diligence process and access to both public and private markets.

Candice Jones is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth Financial Network and Terra Blue Wealth Management since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Akio Adams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America Private Bank from 2015 to 2022. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it provides both discretionary and non-discretionary investment solutions.

Teresa Beltran is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. She has been with Rockefeller Financial since 2019 and previously worked in the mortgage industry and at Wells Fargo Bank. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Colleen Breit Supran is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, she worked for 14 years at Bingham, Osborn & Scarborough LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers tailored investment management and financial planning services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Laurie Marks is a financial advisor at Hightower Advisors with nine years of industry experience. She has held prior roles at J.P. Morgan Chase & Co., TIAA-CREF, and TrigoFi, Inc. Marks serves on the Finance Committee of the San Francisco Waldorf School, where she provides financial oversight and planning support. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

David Giuffrida is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Citigroup since 2019, Millennium Limited Partners in 2017 and 2018, and JP Morgan Securities from 2013 to 2017. 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 and combines large institutional scale with unique market roles and arrangements.

Robert Berston is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he held various roles at the University of California, Santa Cruz, and Eddie Bauer LLC. Outside of finance, he is involved in event catering with Cow Hollow Catering. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of year-end 2025.

Brian Quinn is a financial advisor at Corient with 19 years of industry experience. He holds a Series 66 designation and previously worked at Vivaldi Capital Management and J.P. Morgan Securities. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and applies risk management tools and stress testing to align portfolios with client objectives.

Evan Rothschild is a CFP®, CFA®, and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, LLC, Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Morris Rothschild Capital. Rothschild serves as a member of the investment committee for Jade PTC LLC, a private trust company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types and manages several proprietary funds and distinct strategies.

Jeffrey Peters is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent eleven years at Ashfield Capital Partners. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Jeff Giguere is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Walnut Creek, CA. His prior experience includes roles at Capital Advantage Inc. and Wells Fargo Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, offering a range of implementation options across ETFs, mutual funds, and separately managed accounts.

Michael Mcdonough is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Principal Securities Inc. since 2010 and founded MK McDonough Financial & Insurance Services in 2019. Outside of advisory work, he is the owner and developer of Mastering Action Plans for Success, a proprietary goal planning system, and serves as a board member for the Alameda Boys and Girls Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.

John Harty III is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, LPL Financial, and Sterling Bank & Trust. He serves on the advisory board of the Corinthian Yacht Club of San Francisco. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.