Jason Hofmann is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a suite of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Rodolfo Argosino is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His work history includes roles at My Retirement Coach, RH Capital, Ruggieri Wealth Advisors LLC, and Aventine Wealth Management LLC. Outside of advisory services, he has operated a sole proprietorship offering insurance products since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers specialized ERISA services, supporting third-party RIAs through sub-advisory and model-licensing arrangements.

Rachel Sowers is a CFP® with seven years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Waypoint Wealth Partners, Raymond James & Associates, and Truist Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Nicole Kisak is a CFP®-certified financial advisor with nine years of industry experience, currently with Capital Group Private Client Services, Inc. since 2022. Prior to this, she worked at City National Bank and City National Securities, Inc. for 15 years. She holds the Series 63 designation and is based in San Francisco, CA. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a fundamental research-driven, long-term investment process and utilizes a multi-manager approach through affiliated pooled funds and separately managed account programs.

Eric Flett is a financial advisor with MAI Capital Management, LLC, holding 23 years of industry experience. He worked at Concentric Wealth Management for 16 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and integrates financial planning and tax services into many client relationships, managing $72.3 billion in assets as of May 2026.

Catherine Conger is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 and Series 63 and previously worked at Northwestern Mutual Investment Services LLC and several other firms. Outside of advisory roles, she is associated with Farm Shop. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and it operates multiple private-market investment programs and affiliated consulting and insurance businesses.

Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. 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 with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment options and integrated retirement plan services.

Christine Gehring is a CFP® professional with 29 years of industry experience. She is currently with Schwab Wealth Advisory in San Francisco and has previously worked at firms including Wells Fargo Clearing Services, Fidelity Investments, and RBC Capital Markets Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s standard asset allocation models and research tools to recommend investments, conducting at least annual account reviews without discretionary trading authority.

Samuel Gaeta is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Defined Financial Planning LLC, J.W. Cole Financial, Global Financial Private Capital, and Wealth Beta. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and strategies.

Timothy Talbott is a CFP® professional with 3 years of industry experience, currently serving at Wealthspire Advisors in San Rafael, CA. He has been with Wealthspire Advisors since 2011 and holds a Certified Financial Planner designation. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various investment vehicles.

Stephen Donahue is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously held roles at Regis Acquisition Inc. and Regis Management Company, LLC, where he worked for eighteen years. Donahue volunteers as a voting member of the investment committee for the West Point Inn Association. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Rick Withers is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Epiq Capital Group, LLC and ICONIQ Capital, LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and customized Investment Policy Statements, combining liquid strategies, third-party independent managers, and private alternative investments.

Veronica Rubio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior roles include positions at Mercer Global Advisors, Inc. and Charles Schwab Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Kevin Roche is a CFP® professional with 14 years of industry experience. He currently serves at Farther Finance Advisors and previously worked at TIAA and Pruco Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to guide investments in ETFs, mutual funds, equities, fixed income, and independent managers.

Suzanne Wong is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Citigroup Global Markets since 2017 and has also worked independently since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Leah D'agostino is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at First Republic Securities Company, LLC and First Republic Investment Management for approximately a decade. 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 offers a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer with an integrated platform that includes discretionary and non-discretionary solutions across multiple asset classes.