Karena Zhu is a CFP® with 12 years of industry experience, currently advising at Mariner since 2026. Her prior roles include positions at Destination Wealth Management, World Financial Group, Citi, Morgan Stanley, HSBC Securities, and JP Morgan Chase. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational capabilities.

Brett Mongeau is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Aspiriant and various entities within John Hancock. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves.

Dylan Gois is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and has worked with several firms including Diamond Group Wealth Advisors and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by multiple analytical approaches and custodial options.

Mitchell Hickey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds Series 63 and Series 65 licenses and is based in Novato, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Adam Pyle is a financial advisor at First Citizens Investor Services, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses with 19 years of industry experience. He has worked previously at First Republic Securities and J.P. Morgan Securities. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Princess Gertrude Baylosis Quianzon is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has a background working in healthcare, including roles as a registered nurse at Kaiser Permanente and other medical centers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using model portfolios and third-party managers to implement its advisory services across a large advisor network.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab Bank, Citi IPB U.S., Sterling Bank & Trust, and Quantum Capital Management. 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. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

Tracy Jao is a CFP®-designated financial advisor with 25 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC, joining both firms in 2025. Prior to this, she worked with Simplex Wealth Management and Consilium Wealth Management, LLC for over a decade each. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Adam Zielske is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Procore Technologies, and LinkedIn. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent investment adviser representatives and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mercer since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles and specialized programs.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.

Hong Ge is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Ge has worked with Blue Shield of California, Delta Dental, Covered California, Kaiser Permanente, and UC Davis Health. Ge is also active as an independent insurance broker and engages with clients on health and dental insurance matters. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a variety of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.

Rebecca Wynarczyk is a Series 65 licensed advisor with Private Advisor Group, LLC and has one year of industry experience. She also provides investment services through Financial Planner Group, LLC and Mariner Independent. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who access various custodians, model strategists, and program vehicles to align with client objectives.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Andrew Barrett is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His work history includes roles at Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, Bci Securities, Inc., and Barrett Strategic Consulting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account solutions with both discretionary and non-discretionary portfolio management options.

Amanda Miller is a Series 66 licensed financial advisor with seven years of industry experience. She has worked at Sanctuary Wealth since 2021 and previously spent three years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates as part of Sanctuary Wealth, managing approximately $34.9 billion in assets through a large network of independent advisors and offers a range of discretionary and non-discretionary investment solutions.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.