Mark Ericson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mercer, he worked at Fidelity Brokerage Services LLC and held roles at Bank of America and Merrill. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of portfolio management and planning services.

Graham Wright is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds the CFP® designation and Series 66 license, and has worked previously at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Investment Management. Outside of advising, he has an affiliation with First Bank. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including customized financial planning and ERISA plan services, with a notable portion of assets managed on a non-discretionary basis.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Keith Gentry is a financial advisor with Citizens Securities, Inc. in San Francisco, CA. He holds a Series 66 designation and has 14 years of industry experience. His work history includes multiple roles at Citizens Securities, Inc. and Clarfeld. Outside of his advisory work, he plays drums in a band called The Felt. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Sang Le is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He has held his current position since 2007. Outside of his advisory work, he owns a rental property in Castro Valley, California. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains roles as a swap dealer and futures commission merchant.

Gary Garabedian is a financial advisor at William Blair with Series 63 and Series 65 credentials and 50 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has ownership interests in a transportation equipment sales business and a private investment limited partnership. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients, emphasizing active, research-driven management across multiple asset classes.

Jennifer Yacoube is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC, joining in 2025 after four years at Adero Partners, LLC, and prior roles including Litman Gregory Asset Management, LLC. Outside of her advisory work, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and tax and compliance support. The firm’s investment approach combines active and passive strategies with customized portfolios tailored to clients’ risk tolerance, liquidity, and tax situations.

Evelyn Duka is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She previously worked at Arbor Point Advisors and Securities America, Inc., among others, and operates Kaylyn Financial, a sole proprietorship providing annuities and insurance services. Additionally, she has experience in individual tax preparation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and alternative investment access, utilizing both fundamental and technical strategies alongside third-party manager relationships.

Canden Hannah is a financial advisor at Corient based in San Francisco, CA. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Focus Partners Wealth and Puesto, as well as teaching experience at Grand Canyon University and Berean Christian High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, with additional capabilities in private funds and affiliated trust services.

Paul Perrino is a CFA® charterholder with 16 years of industry experience. He is currently with Corient, where he has worked since 2024. Prior to joining Corient, he spent eight years at Ensemble Capital Management, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm’s goals-based, team investment approach integrates individual security selection, fixed-income strategies, and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Julian Lam is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Fisher Investments for six years before joining Schwab Wealth Advisory and Charles Schwab in 2017. Outside of his advisory role, he has been involved in Uber Eats delivery services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without discretionary trading authority.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Mathew Salter is a CFA® charterholder with 11 years of experience in the financial industry. He currently works at Citigroup Global Markets and has held prior roles at Franklin Templeton Financial Services, Legg Mason Investor Services, Riaz Capital, and Cisco Systems. Outside of his financial career, Salter serves as a councilmember for the Town of Ross, CA, where he votes on local government issues. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and employs internal standards and oversight committees to select and monitor investment managers.

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 at HSBC Securities (USA) Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, New York Life Insurance Company, and Industrial and Commercial Bank of China (USA) NA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and collaborates with HSBC Global Asset Management and affiliated providers for fund selection and ongoing portfolio monitoring.

Anne Garrity is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya and TIAA throughout her career. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services, including financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of in-house and outside strategists, model portfolios, and technology-enabled tools to implement recommendations.

Robert Fink is a CFP® professional with 30 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America and Merrill. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Abram Moudi is a Series 65-credentialed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2025, he worked at Morgan Stanley and the Royal Bank of Canada. He holds a degree from the University of California, Berkeley. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Frederick Xuereb is a financial advisor at Mercer Global Advisors Inc. based in San Francisco, CA, holding Series 63 and Series 66 designations with 19 years of industry experience. Prior to joining Mercer, he worked at Charles Schwab for nine years. He serves on the Finance Committee of St. Ignatius Parish, providing reviews of parish finances and investment accounts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized services such as retirement plan consulting and charitable advisory.

Peter Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2006, as well as operating his own CPA practice since 1987. In addition to advising, he is a licensed independent insurance agent and provides tax preparation, planning, and business valuation services through his CPA practice. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, incorporating third-party managers and customized strategies across multiple program platforms.