James Marchetti is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Prior to joining Rockefeller Financial in 2023, he worked at First Republic Investment Management and First Republic Securities from 2016 to 2023. Outside of his advisory role, he is the owner of High Marks LLC, a real estate business based in Orinda, CA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering a broad range of investment and insurance services through its Private Advisor model and consolidated investment platform.

Eli Sakov is a Series 65-licensed financial advisor with PlanMember Securities Corporation, based in Berkeley, CA. He has no prior industry experience but has been involved in technology and insurance-related consulting and entrepreneurship since 2018. Sakov is the founder and operator of Better Leads, Inc., a software company focused on developing tools for insurance lead identification and data management. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education, personalized retirement planning, and support services to plan sponsors and participants.

Cliff Duester is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is the founder of Private Label Wealth Management, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm integrates advisory services with broker-dealer capabilities and utilizes third-party asset managers to manage client portfolios.

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.

Scott Sprague is a CFP® with 37 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held previous roles at LPL Financial, Mariner Independent Advisor Network, and CETERA Advisor Networks. He also manages Sprague Wealth Solutions, an investment-related business focusing on non-variable insurance products. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to multiple advisory programs and third-party asset managers through a network of investment adviser representatives.

Ana Abraldes is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has been with Ameritas Advisory Services since 2021. Outside of her advisory work, she is the proprietor of Studio Vidro, an artisan glass producer and vendor specializing in glass tableware and jewelry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Shelby Stahr is a CFP® professional with seven years of industry experience, currently serving at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, Shelby worked at B|O|S, Private Ocean, and Mosaic Financial Partners. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. 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, supported by internal standards and oversight committees.

Anna Dearborn is a Series 66–licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has held roles at Principal Bank, Principal Trust Company, and Principal Securities since 2023. Prior to that, she was with Fidelity Investments, Bank of America, and Merrill. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Halick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Garaventa Accountancy Corporation as an assistant, supporting tax document preparation. Additionally, he serves as treasurer for the Sacramento Safari Club, a conservation-focused organization. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer comprehensive investment solutions.

Benjamin Buck is a CFP® professional with 16 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. Prior to this, he worked for 12 years at J.P. Morgan Securities. Outside of his advisory role, he serves as an officer and director of the Benicia Arsenal Futbol Club, assisting with organizational and operational activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management.

Amir Atabaki is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Frontier Investment Management Co, CMY Fiduciary Services, and Upside Options. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement plan consulting.

Matthew Schmidt is a CFA® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC, and Violich Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Laura Carmany is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior work includes roles at Crown Capital Securities, LP, and Quest Securities, Inc. She is based in San Francisco, CA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and consulting services with access to multiple third-party asset management programs.

Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. 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 specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Becker is a financial advisor with Farther in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Farther, he worked at Equitable Advisors, LLC and Stross Wess Cutcher and Levin. Outside of his advisory role, Becker serves as a direct support professional with A Broader Living Experience and as an AV technician for St. Paul's Episcopal Church. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles, while incorporating AI tools alongside advisor judgment.

Kevin Choi is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Joshua Erickson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Walnut Creek, California. He has been with Merrill Lynch since 2012, bringing experience in corporate finance and real estate analysis. Prior to joining Merrill Lynch, he worked as a senior financial analyst in real estate for Gap, Inc., and as a Senior Associate at Panattoni Development Company, where he was involved in securing private and institutional equity investments for real estate projects across North America and Europe. Mr. Erickson earned a Bachelor's degree in Economics in 2002 and an MBA in 2006, both from Brigham Young University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Joshua Erickson is an Eagle Scout and enjoys outdoor activities such as hiking, trail running, mountain biking, and backpacking, especially in the Sierra Nevada mountains. He is also actively involved in coaching his children's sports teams. He lives in Moraga, California with his wife, Rachel, their daughter, and three sons.