Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. 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, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.

Dina Metry is a CFP® professional currently with Farther, a firm where she has worked since 2025. Prior to joining Farther, she was with Fortress Wealth Management from 2017 and worked at California State University, Northridge for one year. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Thomas Burns is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He joined the firm in 2024 after two years at Goldman Sachs and has prior experience in staffing and education. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services across wealth, trust, and insurance capabilities.

Ann Moitra is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds Series 66 and Series 65 licenses and has been associated with Adero Partners since 2011. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside a broad platform of affiliated service companies and product offerings.

Steven Cannatella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2012. Outside of his advisory role, he is involved in fixed insurance and annuity products, including dental and individual health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Anne Golden is a financial advisor at Rockefeller Capital Management with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic and Republic Securities Co. LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth and investment management services.

Peter Hooker is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has a partial ownership interest in a vacation ranch in Livermore, 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 employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Marco Ottonello is a financial advisor at Cerity Partners LLC based in San Francisco, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Rosa Harnack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been affiliated with New York Life-related entities since 2004 and has worked at Eagle Strategies LLC since 2020. Outside of advisory services, she is appointed with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Duc Nguyen is a financial advisor at CIBC Private Wealth Advisors, Inc. with 24 years of industry experience. He holds Series 66 and Series 65 designations and has worked at CIBC Private Wealth since 2023, following seven years at Carillon Tower Advisers, Inc. and ongoing work with Eagle Fund Distributors, Inc. since 2010. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, manager selection, and Family Office services, employing a process that integrates internal teams and external managers to create customized investment solutions.

Alexander Joseph is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a co-trustee for several family trusts. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers 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.

Yi Zhou is a CFP® professional with six years of industry experience, currently with Mercer Global Advisors Inc. in San Francisco. Zhou has held roles at several firms, including Aspiriant, LLC and BMO Harris Bank N.A. He maintains active insurance licenses related to accident and health, life, and variable annuity products. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients with comprehensive financial planning and investment advisory services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other investment vehicles.

Zoe Ng is a financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Independent Financial Group since 2005. Outside of her advisory role, she is a California notary public and is involved in real estate sales and property management alongside her spouse. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and relationships with third-party asset managers, serving a broad client base including high-net-worth individuals and institutional clients.

Kristin Nicholson is a CFP®, CFA® with 20 years of industry experience. She currently works at Rockefeller Financial LLC and Rockefeller Capital Management, joining in 2023, after a 19-year tenure at First Republic Investment Management. Nicholson serves as a mentor and board member for SHE-CAN Global, a nonprofit organization supporting young women from post-conflict countries. 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 through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing a range of investment and placement services.

Adam Lawlor is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding the CFA® designation and Series 66 license. He has 20 years of industry experience, with prior roles at Citi Private Bank and Legato Capital Management LLC. Outside of his advisory work, he operates a woodworking business, designing and selling cutting boards through local farmers markets and an online platform. 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 structured investment approach with multiple risk-profile models and blends strategic and tactical asset allocation, serving clients through both discretionary and non-discretionary accounts.

Robert Mauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, LLC and Napa Valley Wealth Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Timur Zeinapur is a financial advisor at Cresset Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by structured due diligence and private fund management.

Becky Chen is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 15 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Outside of finance, she owns a photography business and is involved as an event coordinator for a local arts advocacy organization supporting women artists. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Brian Murphy is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003. He serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, employing strategic and tactical asset allocation alongside various investment vehicles.