Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael De Santis is a CFP® with six years of industry experience, currently serving as a financial advisor at Farther since 2023. Prior to joining Farther, he worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios or bespoke allocations, with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income securities, supplemented by AI tools and advisor judgment.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies and its Private Client Services division since 2019, following four years at SmartBiz Loans. Kilroy is based in San Francisco, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

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 CFP® with 17 years of industry experience, currently serving as an advisor at OSAIC Institutions, Inc. He has held prior roles at Infinex Investments, Inc., First Brokerage America, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, he is involved with First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid advisor/broker-dealer model with both discretionary and non-discretionary accounts.

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.

Gary Garabedian is a financial advisor at William Blair with Series 63 and Series 65 registrations and 50 years of industry experience. His prior positions include roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. He is also associated with a transportation equipment sales business and a limited partnership investment interest. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, applying an active, research-driven approach across multiple asset classes and providing access to proprietary models and private investment opportunities.

Jennifer Yacoube is a CFP® with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. She previously worked at Adero Partners, LLC, ALPS Distributors, Inc., Litman Gregory Asset Management, LLC, and The Strategic Financial Alliance, Inc. Outside of her advisory role, she owns and manages a vacation rental property in Dillon Beach. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Evelyn Duka is a financial advisor with Osaic Advisory Services, LLC in Lafayette, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Osaic in 2024, she worked with Arbor Point Advisors and Securities America from 2017 to 2024, and has operated Kaylyn Financial since 2007. Outside of advisory roles, she provides tax preparation services for individual clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and specialized solutions, delivering advisory services through multiple program models using a combination of proprietary and third-party platforms.

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 at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2017, following six years at Fisher Investments. Outside of advisory work, he is involved in food delivery services through Uber Eats. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on Schwab’s standard models and research tools, offering tailored recommendations without exercising 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. in San Francisco, CA, holding Series 63 and Series 66 licenses with seven years of industry experience. His previous roles include positions at JPMorgan Chase Bank, New York Life Insurance Company, and Industrial and Commercial Bank of China (USA). HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations with investment options ranging from client-directed to fully discretionary across various risk profiles. The firm integrates strategic and tactical asset allocation with ongoing fund diligence, operating as a registered adviser, broker-dealer, and futures commission merchant, including specialized offerings for qualified non-resident aliens.

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.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.