Ankit Shah is a CFP® professional with 20 years of industry experience, currently serving at Mariner Wealth Advisors. His prior work includes roles at Commonwealth Financial Network and Benjamin Wong & Associates. He is also involved in fixed insurance sales conducted under his own name. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services uncommon among large advisory enterprises.

Kevin Clerkin is a financial advisor at Empower Advisory Group with nine years of industry experience. He previously worked at Fisher Investments and Personal Capital Advisors before joining Empower in 2023. Clerkin holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Vantage Point Private Wealth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Wayne Zhong is a CFA® charterholder with 22 years of industry experience. He is currently with Oppenheimer in San Francisco, where he has worked since 2022. His prior experience includes roles at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Joseph Mclean is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MAI Capital since 2022. Prior to that, he was with Intersect Capital Insurance Services, LLC and INTERSECT CAPITAL LLC (formerly Financial Horizons Wealth Building) from 2014 to 2022. McLean serves as Treasurer for the Gordon Family Giving Foundation, reflecting involvement in philanthropic management. 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- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and offers in-house portfolio management alongside third-party sub-advisers, with assets under management totaling $72.3 billion as of May 31, 2026.

Sierra Macken is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and five years of industry experience. Prior to joining Rockefeller Financial, she held positions at First Republic Investment Management, Equitable Advisors, and Northern California Medical Associates. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Lyle Maasdorp is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at BlueSky Wealth Advisors, US Capital Global, Portfolio Bureau, and Chalford Wealth. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering customized investment management, financial planning, and access to alternative and private-market investments.

Brooks Doggett is a CFA® charterholder with 30 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2022. Prior to this, he spent 11 years at Goldman Sachs & Co. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to manage client portfolios through a variety of investment vehicles.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

John Kim is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He currently serves at Corient and Corient Services LLC, joining in 2024, after prior roles at Ensemble Capital Management and Asset Dedication. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Dominique Abou Zeid is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Sean Angelis is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent nine years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Alessio Fabri is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following a three-year tenure at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Paul Brownson is a CFA® charterholder with over 10 years of industry experience. He has worked at Capital Group Private Client Services for a decade before joining Mariner in 2026. Brownson is based in Walnut Creek, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses customized discretionary portfolios supported by an Investment Committee and combined in-house and third-party management, with notable integration of tax, accounting, and financial wellness solutions uncommon in firms of its size.

Camryn Demko is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Camryn worked at Outdoor Voices and taught at Saint Mary's College of California and Patrick Henry High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and swap dealer services.

Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Marissa Pattison is a CFP® professional with 11 years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Wells Fargo Clearing, First Republic Securities Company, LLC, and UBS Financial Services Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines customized discretionary portfolios with integrated tax and accounting services, as well as family office and employer financial wellness solutions.