Peter Yoon is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, he is currently affiliated with Cerity Partners, an enterprise firm. 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 comprehensive wealth management services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kegan Johnson is a CFA® charterholder with four years of industry experience. He is currently an advisor at Corient and previously worked at Palo Alto Wealth Advisors LLC and held positions at the Consulate General of Canada and the U.S. Department of State. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. 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 with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Jason Woon is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021, following six years at IRON Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment options and integrated retirement plan services.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Christine Gehring is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. Her prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Fidelity Investments, and RBC Capital Markets Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

Stephen Donahue is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously held roles at Regis Acquisition Inc. and Regis Management Company, LLC, where he worked for eighteen years. Donahue volunteers as a voting member of the investment committee for the West Point Inn Association. Mercer Global Advisors provides investment advisory and related 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 offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Rick Withers is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Epiq Capital Group, LLC and ICONIQ Capital, LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and customized Investment Policy Statements, combining liquid strategies, third-party independent managers, and private alternative investments.

Veronica Rubio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior roles include positions at Mercer Global Advisors, Inc. and Charles Schwab Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ethan Staller 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 MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kevin Roche is a CFP® with 14 years of industry experience currently serving as a financial advisor at Farther. His prior roles include positions at TIAA, Pruco Securities, LLC, and Fisher Investments. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, AI-supported advisor judgment, and a variety of asset classes including ETFs, mutual funds, equities, and fixed income.

Suzanne Wong is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at Charles Schwab and TeamPersona. She has maintained self-employment activities since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs with multi-asset, multi-manager strategies alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

Leah D’agostino is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at First Republic Securities Company and First Republic Investment Management for a combined ten years. 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 portfolio management, financial planning, consulting, and also operates as a registered broker-dealer providing a range of investment and placement services through a Private Advisor model and a consolidated investment platform.

Heather Pelant is a CFP®-certified financial advisor at Cresset Asset Management, LLC with over 20 years of industry experience. She previously worked at Baker Street Advisors for 10 years and BlackRock for 13 years. Pelant holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence process to manage investments across various asset classes.

Richard Long is a CFA® charterholder with 21 years of industry experience. He is currently with Cerity Partners LLC and has held roles at the firm since 2021. His prior work includes experience at B|O|S and Robertson Stephens Advisors, Inc. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset-allocation, manager selection, and quantitative screening alongside third-party managers and individual securities to build client programs.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.