Justin Renaudin is a CFA® charterholder with five years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to this, he held roles at EPIQ Capital Group, Thetos Advisors, and SoftBank Investment Advisers. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternatives.

Joseph Carrano is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His work history includes roles at Farmers Insurance, Carrington College, and operating his own firms, Carrano Insurance Services, LLC and Carrano Financial Services, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs supported by internal oversight and multi-asset strategies. The firm combines institutional scale with unique market roles, including in-house research and security-pricing, and provides both discretionary and non-discretionary investment solutions.

Alexa Schmidt is a financial advisor at Corient with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Goldman Sachs & Co. LLC and Columbia Pacific Wealth Management. She is based in San Francisco, CA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

Lisa Chen is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of her advisory role, she is involved as a caregiver in In Home Support Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and retirement planning. The firm uses Schwab’s asset allocation models and research tools to recommend investments but leaves final trading decisions to clients.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by proprietary tools to tailor portfolios across various asset classes.

Mackenzie Duffner is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Freddie Mac, the US Treasury Department, and SLAC National Accelerator Laboratory. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles, providing brokerage, custody, derivatives, and futures services.

George Lee is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various entities of Charles Schwab since 2000, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with client trading decisions remaining at the client’s discretion.

Aaron Strand is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked at Citi Private Bank since 2020 and previously held roles at First Republic Investment Management and First Republic Securities from 2018 to 2020. 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, swap dealer activities, and bespoke solutions for very large relationships.

Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.

Jonathan Tull is a CFA® charterholder with 15 years of industry experience. He is currently with Farther and previously worked at Meritas Advisors, LLC for 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Rita Lee is a PFS™ credentialed advisor at Cerity Partners LLC with four years of industry experience. She has been with Cerity Partners and its affiliated Retirement Plan Advisors since 2022 and previously worked at Brouwer & Janachowski for 21 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Terrance Murray is a CFP® with 24 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a shareholder in several Supercut franchise operations in the Seattle and Sacramento areas and serves as an approved FINRA arbitrator. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors, using various account structures and sub-advisors to implement diverse investment strategies.

David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Robert Wright is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principal Securities Inc since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes multiple roles at HSBC and Wells Fargo, as well as experience at Cetera Investment Services and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in bank-related product sales alongside his advisory work. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types with varying levels of client direction and discretion, supported by asset-allocation advice and fund due diligence performed in conjunction with HSBC Global Asset Management and affiliated providers.

Tracy Tamura is a ChFC® credentialed financial advisor with six years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior work includes roles at Liberty Wealth Management, Midland National Life, Hansen & Associates Financial Group, and McNeil Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians, money managers, and platform programs to execute client strategies.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

David Ramirez is a financial advisor at Empower Advisory Group in Lafayette, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at GWFS Equities, Inc. and SII since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.