Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial LLC since 2020, including a recent return in 2025, as well as prior roles at Rock & Co LLC, Bank of America, N.A., Merrill, and Protek Cargo Inc. 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. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments alongside its wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Vernon Ng is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has worked at Citigroup since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including in-house research and derivatives services.

Furui Guo is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and MetiSign. His background also includes roles outside finance, such as positions at University of California Santa Cruz and Albany Middle/High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for very large clients.

Edward Pope is a financial advisor at RBC Rochdale, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rochdale Investment Management LLC and Rim Securities LLC since 2012. Based in San Francisco, CA, he has been with his current firms for 14 years. 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 that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across equities, fixed income, real assets, and alternative investments.

William Hageboeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, he spent eight years with Abbrea Capital, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored asset-allocation approach, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments.

Kenneth Malamud is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and two years of industry experience. He has been with HSBC Securities since 2023 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and utilizes a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers.

Lan Shaw is a CFP® with 18 years of industry experience, currently with Integrated Wealth Concepts LLC. He has worked at Edward Jones, Commonwealth Financial Network, and Vision Private Wealth, and is the owner of Vision Financial Planning, Inc. Shaw holds a Series 66 license. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach across customized portfolios using mutual funds, ETFs, equities, and fixed income.

Craige Bertero is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, Columbia Pacific Wealth Management, and CIPW Service Company. He serves as a board member of Proper Voltage, a company that sells industrial-grade batteries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team approach that integrates proprietary strategies with third-party solutions and specialized offerings such as family office and trustee services.

Elton Lai is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, and Merrill. Outside of his advisory work, he is the owner of EC4Life LLC, developing a mobile wellness application that uses AI to analyze meals and assess potential long-term glucose impacts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities, with advice delivered through Charles Schwab’s asset allocation models and research tools.

Charles Recchion is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Point Olema Capital Partners and Cambridge Associates LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and implements investments through low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by a range of specialized programs and client education initiatives.

Nicholas Sterling is a CFP®-certified financial advisor with nine years of industry experience, currently with Oppenheimer. He has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. Outside of his advisory role, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide for Napa Valley Fly Guides. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors.

Vincent Lamarca is a financial advisor with Valic Financial Advisors in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Jinai Chen is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chen held roles at Charles Schwab & Co., Charles Schwab Bank, and Wells Fargo. Outside of finance, Chen is involved with a healthcare service providing in-home assistance to elderly and disabled individuals in California. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s research tools and asset allocation models to support clients’ investment decisions. The firm conducts at least annual account reviews and primarily operates within the Schwab ecosystem without discretionary trading authority.

Eric Chang is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021. His prior experience includes roles at Bingham, Osborn & Scarborough LLC, Zions Bancorporation, N.A., and Contango Capital Advisors, Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Hannah Van Essen is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Mercer, she was involved with several organizations, including The Phoenix Student Literary Magazine, Galileo Learning, and Immigrant Hope. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios combining low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and specialized service lines.

Emily Taken Vertz is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously at B|O|S and Brouwer & Janachowski, LLC. Emily is based in San Francisco, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers 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 portfolio management.

Isaac Dayley is a financial advisor with Money Concepts Capital Corp in San Francisco, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked at Money Concepts Capital Corp since 2016 and is also the owner and operator of Dayley Schmiedl LLC, a marketing, talent management, and media consulting business. Additionally, he is involved with Nashville CBD Solutions, a retail health products store, and provides consulting services to other non-investment-related businesses. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, employing a range of investment strategies including model portfolios and third-party sub-advisers.

Alvin Liang is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior work includes positions at Sequoia Equities Securities Corp. and Stifel Nicolaus & Co Inc. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary advisory programs.

Anthony Tsang is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Strategic Wealth Advisors Group and LPL Financial. Tsang is also affiliated with Msec, LLC in a limited broker-dealer capacity. Private Advisor Group serves a diverse client base that includes individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers, turnkey platforms, and a firm-managed separately managed account program.

Sergei Perepechenov is a financial advisor with Wealthspire Advisors in San Rafael, CA. He holds a Series 65 credential and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and AMT LLC, along with two years as a self-employed advisor. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations using an institutional-style asset allocation framework and offers services including wealth management, portfolio management, and retirement-plan consulting.