Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. Citigroup Global Markets 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 with rigorous internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Stephen Grochol is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Penn Mutual Life Insurance Company, and SGC Financial and Insurance Services. In addition to his advisory role, he is involved in insurance brokerage through Private Label Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

John Perlite is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at several firms, including Ameritas Investment Company, David White & Associates, First Republic Bank, HSBC, Merrill Lynch, and Thompson Financial Group. He is also engaged in financial planning through David White & Associates. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house models and third-party managers, and integrates services across affiliated broker-dealers and investment advisers.

Jennifer Lam is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Mariner Wealth, JPMorgan Chase Bank, First Republic Securities Company, and Merrill. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and alternatives.

Le Ann Shea is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cerity Partners LLC, Bingham, Osborn, & Scarborough, LLC, RBC Capital Markets, Capfinancial Securities, LLC, CapTrust, and Natixis. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolios using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.

Andrew Nevin is a ChFC® with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and Brooker Wealth Management, and has held prior roles at Lion Street Advisors, Ameritas Life Insurance Corp., and David White and Associates. Nevin is an owner and partner at PEAK360 Wealth Management, where he manages operations and employee oversight. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of platforms and investment approaches, combining advisory and brokerage capabilities.

Elizabeth Revenko is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Corient. Her prior experience includes roles at Ensemble Capital Management LLC, Private Ocean Wealth Management, and Mosaic Financial Partners. She also has a long-standing role as a novelist and serves as Chair of the Board of Trustees at San Domenico School in California. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Henry Frazier III is a financial advisor with Eagle Strategies (NY Life) in Concord, CA, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has worked at Eagle Strategies and affiliated firms since 2015 and operates Biggr Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Frazier also serves as a board member of the City Surf Project, a San Francisco nonprofit that teaches inner-city youth how to surf. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers most of its assets under management on a non-discretionary basis, serving a diverse client base within the integrated New York Life affiliate structure.

Lai Kwong is a financial advisor with William Blair, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He is based in San Francisco, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Stacy Swain is a financial advisor at Rockefeller Financial LLC with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Amanda Walker is a CFP® professional with one year of experience at MAI Capital Management, LLC. She previously worked for six years at Concentric Wealth Management and has held roles at Stable Waters Financial, LLC, the University of Georgia, and Dawg Fanz. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services across client relationships.

James Louchis is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Rory Henderson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Henderson has been associated with Legacy Wealth Management since 2014. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through proprietary and third-party platforms.

Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.

Xiaobing Guan is a financial advisor with Schwab Wealth Advisory in San Francisco, CA. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Guan has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools to support client-directed investment decisions.

Marilyn Suey is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked with firms including Mariner Independent Advisor Network, LPL Financial, and Managed Economics. Outside of advisory work, she is an author and speaker, having written the book "36 Quick Tips for Savvy Women," and serves as president and board member of Blackhawk Country Club as well as a nonprofit board member for Sequoia Living. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary investment programs.

Austin Jamati is a CFP® at Mercer Global Advisors Inc. with experience beginning in 2023. Prior to joining Mercer, he worked at KPMG from 2021 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers various portfolio management options including low-cost ETFs, index funds, and alternative investments.

Raschard Mc Kinney is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. He previously worked at JP Morgan for six years. He is the founder of two small businesses: 8th & McKinney LLC, which assists small businesses with business plan writing, and Web & Wonder LLC, a retailer of video game and computer accessories. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm manages customized portfolios through a combination of proprietary and external strategies, supported by an internal investment team and governance committees.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.