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.

Derek Pritchard is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Planning Corporation since 2017, following a tenure at SagePoint Financial. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales, including life, disability income, long-term care, and critical illness insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering mostly discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers in various advisory roles.

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. with 19 years of industry experience. He holds Series 63 and Series 66 securities licenses and has worked at Mercer Global Advisors since 2016, with a brief tenure at Richmond Republic in 2016. Xuereb serves on the finance committee of St. Ignatius Parish, where he provides review of parish finances and investment accounts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Andrew Kowal is a financial advisor at IEQ Capital, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Koil, MendaCel Inc., and South California Junior PGA. Separately, he has been involved in the restaurant business through Wa Sushi and Izakaya. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process incorporates macroeconomic research and multi-phase due diligence, offering portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Anne Beyel is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at IEQ Capital since 2019, following positions at First Republic Investment Management and Wheels Up. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that includes macro and manager research, independent manager selection, and allocations to liquid and private alternative investments.

Jack Brooks is a financial advisor at IEQ Capital, LLC with a Series 65 designation. He has worked in the investment advisory industry since 2023, including prior experience at Moneta Group Investment Advisors, LLC. Before entering the industry, he spent several years in educational roles at Boston College and MICDS. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm integrates macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Miles She is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007. He holds the Series 63 and Series 65 designations. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and atypical market roles.

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.

Samuel Brumbaugh is a CFP® with 13 years of experience in the financial industry. He currently serves as an advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Bel Air Securities LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside access to liquid and private alternative 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.

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.

Elizabeth Murrell is a financial advisor at IEQ Capital, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Sepio Capital, LP and Wells Fargo Clearing prior to joining IEQ Capital in 2023. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments, managing approximately $35.4 billion in assets.

Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. 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 screening, statistical modeling, and fundamental analysis to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.

Patrick Hejlik is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Securities Company, First Republic Investment Management, and Fourth Quadrant Asset Management. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities.

Samuel Crawford is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has one year of industry experience, including prior roles at Laird Norton Wetherby, Main Street Research, Bailard Inc., and Rei. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process relies on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.