Jayne Smith is a CFA® charterholder with 32 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Adero Partners, Vista Wealth Management, and Pacific Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Davison is a CFP® with 22 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial. Outside of his advisory role, he serves as co-trustee for a family living trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that integrates technology platforms and a range of investment strategies, frequently utilizing third-party managers and turnkey asset management programs.

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.

Jennifer Ying is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to this, she spent eight years at Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Kenneth Sorosky is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at True Capital Management for 10 years. Outside of his advisory role, he serves on the board of directors for Diversified Pacific, a real estate investment entity. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, employing a diversified, asset-allocation-driven approach that combines active and passive strategies across multiple asset classes.

William Meyer is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 10 years and Merrill for 17 years. 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 portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.

David Tarantino is a financial advisor at Farther with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther, he worked at Portico Wealth Advisors, LLC for 16 years. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, emphasizing the use of ETFs, mutual funds, individual equities, and fixed income.

Nicholas Hengl is a CFP® with nine years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at Dalewood Wealth Management, HFG Advisors (formerly Prime Wealth Management), Fisher Investments, and JP Morgan. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for integrating tax and accounting services alongside its advisory capabilities.

Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been affiliated with Ameritas in various capacities since 2007, including roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. Turnbaugh is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Paul Solorzano is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in San Francisco, CA. He previously spent 23 years at Lincoln Financial Advisors and has been with Commonwealth and Aegis Consulting since 2024. Outside of his advisory work, he owns solo2000 LLC, a private entity related to his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports advisors with operational, trading, technology, and compliance resources while offering discretionary model portfolios and customized investment solutions.

Laurie Fried is a financial advisor with Cerity Partners LLC in Mill Valley, CA, holding the CFP® designation and Series 65 and 66 licenses. She has 12 years of industry experience, including previous roles at Lumina Financial Consultants, LLC and New Leaf Financial Advisory, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screens with external managers and individual securities.

Kristen Power is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS Financial Services Inc. She is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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.