Geoffrey Mettler is a financial advisor with Prime Capital Financial in Concord, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked with firms including LPL Financial, Independent Financial Partners, and Cambridge Investment Research. Outside of his advisory role, he serves as an assistant junior varsity wrestling coach. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and offers specialized services such as tax planning and consolidated reporting across multiple asset types.

Kevin Turnbaugh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has been with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2007, and joined Ameritas Advisory Services in 2021. Outside of his advisory work, he is a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, including model portfolios and third-party subadvisers, and integrates services with its Ameritas affiliates.

Paul Solorzano is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in San Francisco, CA. He previously spent 23 years at Lincoln Financial Advisors and has been with Commonwealth and Aegis Consulting since 2024. Outside of his advisory work, he owns solo2000 LLC, a private entity related to his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports advisors with operational, trading, technology, and compliance resources while offering discretionary model portfolios and customized investment solutions.

Laurie Fried is a financial advisor with Cerity Partners LLC in Mill Valley, CA, holding the CFP® designation and Series 65 and 66 licenses. She has 12 years of industry experience, including previous roles at Lumina Financial Consultants, LLC and New Leaf Financial Advisory, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screens with external managers and individual securities.

Kristen Power is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS Financial Services Inc. She is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Kevin Clerkin is a financial advisor at Empower Advisory Group with nine years of industry experience. He previously worked at Fisher Investments and Personal Capital Advisors before joining Empower in 2023. Clerkin holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Vantage Point Private Wealth. He is also involved with VPCalCo, LLC, an outside business activity. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Wayne Zhong is a CFA® charterholder with 21 years of industry experience. He is currently with Oppenheimer in San Francisco and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, and UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension 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.

Sierra Macken is a Series 66 licensed financial advisor with five years of industry experience, currently with Rockefeller Financial LLC since 2023. She has previously worked at First Republic Investment Management and Equitable Advisors, among other firms. 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, combining a Private Advisor model with a consolidated investment platform that delivers solutions across equities, fixed income, and alternatives.

Lyle Maasdorp is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at BlueSky Wealth Advisors, US Capital Global, Portfolio Bureau, and Chalford Wealth. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering customized investment management, financial planning, and access to alternative and private-market investments.

Brooks Doggett is a CFA® charterholder with 30 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and previously spent 11 years at Goldman Sachs & Co. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on separately managed accounts and pooled funds. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach known as the Capital System.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

John Kim is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He currently serves at Corient and Corient Services LLC, joining in 2024, after prior roles at Ensemble Capital Management and Asset Dedication. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and stress testing to align portfolios with client objectives.

Dominique Abou Zeid is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Sean Angelis is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent nine years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he is currently affiliated with Cerity Partners, an enterprise firm. Cerity Partners is an SEC-registered investment adviser serving 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 customized portfolios.

Alessio Fabri is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following a three-year tenure at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Paul Brownson is a CFA® charterholder with over 10 years of industry experience. He has worked at Capital Group Private Client Services for a decade before joining Mariner in 2026. Brownson is based in Walnut Creek, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses customized discretionary portfolios supported by an Investment Committee and combined in-house and third-party management, with notable integration of tax, accounting, and financial wellness solutions uncommon in firms of its size.