Alvin Barnett Jr. is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life-related entities since 2012. Outside of his advisory role, he serves as a member of the 100 Black Men of Silicon Valley, a nonprofit focused on mentoring at-risk youth, and is a board member of Silver Creek Valley Country Club. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Rechenbach is a financial advisor at Farther with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at First Citizens Bank, Silicon Valley Bank, and BNY Mellon Wealth Management. Based in San Francisco, she joined Farther in 2025. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to manage investments across ETFs, mutual funds, equities, and fixed income.

Yuen Han Lee is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to his current role, he has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Outside of advisory work, he serves as secretary for a family business that distributes blood pressure monitors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Julianne Gong is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2017, and previously worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. She is based in San Francisco, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s proprietary research tools and standard asset allocation models. The firm conducts annual account reviews and recommends investments but leaves final trading decisions to clients, operating primarily within the Schwab ecosystem without charging fees directly to clients.

Kavin Hariharan is a financial advisor at Corient with a Series 65 designation and four years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Bainbridge Capital. Outside of financial services, he has experience working in the food service industry with Snooze A.M. Eatery. 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 corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and utilizes advanced risk management tools.

Krassimire Kirov is a financial advisor at Mariner with three years of industry experience and holds a Series 65 designation. His prior work includes roles at Safeway Inc. and Welk Resorts Inc., as well as full-time education from 2013 to 2016. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative CFO capabilities uncommon among large advisory enterprises.

Sanjay Foster is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AlTi Tiedemann Global and Marks Baughan Securities, LLC. His background also includes roles outside the financial sector, including positions at the University of Richmond and Upper Duplin High School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines centralized macro and manager research with access to alternative investments and offers specialized services such as PPLI sub-advisory and digital asset exposure.

Jeffrey Keating is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase and BlackRock. Outside of his advisory role, Keating is involved in managing multiple real estate entities related to rental properties primarily in St. Joseph, Missouri. 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 discretionary and non-discretionary programs, integrating internal standards and oversight committees for manager selection and monitoring.

Robert Mayberry is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Before joining Truist in 2023, he worked at City National Bank for 11 years. He serves on the Finance Committee of Kristi Yamaguchi's Always Dream Position, a nonprofit focused on childhood literacy in the San Francisco Bay Area and Hawaii. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms to support its investment and manager-selection programs.

Brijinder Grewal is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021 and previously worked at the Internal Revenue Service for 13 years. Based in San Francisco, CA, Grewal has five years of industry experience. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.

James De Martini IV is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill, where he spent 14 and 24 years respectively. Outside of his advisory role, he is part owner of LJCV LLC, an investment-related LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and investment banking services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Spencer Gordon is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that incorporates independent managers and alternative investments through platforms such as iCapital.

Darren Gee is a CFP® with 10 years of industry experience and is currently with Mercer Global Advisors Inc. He has previously worked at Stratos Wealth Partners, LPL Financial, Charles Schwab, and JPMorgan Chase. His background includes roles at both brokerage and banking institutions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Rocio Derodriguez is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services, LLC since 2017 and previously worked at Centaurus Financial, Inc. Since 2017, she has provided financial planning services to corporations and individuals. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Martim De Arantes Oliveira is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Geller, Cresset Asset Management, and U.S. Bank. 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 employs a goals-based investment approach that incorporates both in-house strategies and third-party managers, utilizing risk management tools and offering specialized private fund capabilities through affiliated platforms.

Stuart Choy is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Sound Income Strategies, TPC Financial Group, and Puritan Financial Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, applying an investment approach based on Modern Portfolio Theory using algorithmic model portfolios and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Joseph Lum is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He currently works at MAI Capital Management, LLC, having joined the firm in 2022 after spending eight years at Financial Horizons-Wealth Building Strategies LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of mid-2026.

Samuel Marshall is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. He previously worked at West Coast Financial, LLC for eight years and at Hamilton Tharp, LLP for three years. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Alexander Smith is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He has held positions at J.P. Morgan from 2008 to 2020 before joining Cresset in 2020. He holds Series 63 and Series 66 licenses. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a broad range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts thorough due diligence on third-party managers and private funds.