Richard Grant is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked for Touchdown Ventures Inc. for 10 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers customized portfolios with diversified asset allocation and provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

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 Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. She has worked primarily in mortgage lending and banking prior to joining Rockefeller Financial in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional asset management solutions.

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 at Oppenheimer with Series 66 credentials and less than one year of industry experience. Prior to joining Oppenheimer in 2025, he held various roles at the University of California, Santa Cruz, and other organizations. Outside of his advisory work, he is involved in event catering with Cow Hollow Catering in San Francisco. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and provides both execution and advisory support to institutional and unaffiliated advisors.

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.

Timothy Mcnamara is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Beacon Pointe Advisors LLC, Carson Wealth, and his own consulting firms. Mercer Global Advisors serves individuals, families, and a range of institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, alongside educational programming and integrated affiliated service lines.

Sheldon Freisinger is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

John Hall II is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial and Waddell & Reed, Inc. Hall is also an author, having contributed a chapter to the book *Bloom Where You Are Planted and Shine*. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports diverse investment strategies and client-imposed restrictions while providing access to model portfolios and held-away account management tools.

Herbert Pease is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His previous roles include positions at Cavu Wealth Advisors, HSBC Securities, HSBC Bank, and Charles Schwab. Outside of his advisory work, he is involved in several community and youth organizations, including serving as president and board member of the West Coast Greco Regional Training Center and as an assistant wrestling coach at De La Salle High School. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an internal investment committee with integrated tax, accounting, and financial wellness services.

Rebekah Mull is a CFP® and holds a Series 65 license, with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and also serves at Adero Partners, LLC. Her prior experience includes roles at Ebert Capital Management Inc. and Premier Financial Group. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment programs.

Minyu Yang is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining HSBC, Yang worked at J.P. Morgan Securities and JPMorgan Chase Bank. Yang also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside their advising role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, operating as both a registered adviser and broker-dealer.