Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Timothy Kallas is a financial advisor with Mercer Global Advisors Inc. in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior work at Golub Group, LLC. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options including ETFs, mutual funds, and separate accounts.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is a founding member of B Corporation and an officer/director of Green Retirement, Inc., a marketing entity he fully owns. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services through a mix of in-house and third-party models, combining advisory and broker-dealer services with a range of discretionary and non-discretionary strategies.

William Wright is a financial advisor with Hightower Advisors and holds a Series 65 credential. He has four years of experience at Hightower and previously worked for The Surplus Lines Association of California for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers a range of portfolio management, financial planning, and retirement consulting services, with expertise in handling large institutional mandates and cross-border investments.

Conrad Wright is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has worked previously at Ebert Capital Management and Hansen & Pereira, Professional Fiduciaries. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Joel Demaria is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2021, he worked for Bingham, Osborn & Scarborough LLC for 13 years. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolios emphasizing diversified asset allocation and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Eugene Huang is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance and Medicare products. Voya Financial Advisors serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendations and multiple program structures.

Mimie Yoon Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp, HighTower Securities LLC, LPL Financial, and Aegis Consulting. She is also the owner of a business called Fly Me to the Yoon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, third-party asset manager access, and both discretionary and nondiscretionary portfolio options.

Stewart Mcguire is a CFP® and CFA® with 23 years of industry experience. He currently works at MAI Capital Management, LLC and previously spent 16 years at Concentric Wealth Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Bank, SVB Wealth LLC, Boston Private Wealth LLC, Wells Fargo, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a range of advisory and execution services, including involvement in derivatives and futures markets.

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.

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.

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.

Aimee Hendershott is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Principal Mutual Life Insurance Company, Principal Securities, Inc., and Principal Life Insurance Company. She is also a designated bank officer supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings within Principal. 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.

Philip Quitoriano is a CFP® professional with 12 years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Creative Planning, Destination Wealth Management, and Polaris Greystone Financial Group. Mariner Wealth Advisors serves a broad range of clients including high-net-worth individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, utilizing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.

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.

James De Martini IV is a financial advisor at ROCKEFELLER Capital Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is also a part owner of LJCV LLC, an investment-related company. ROCKEFELLER Capital Management is an enterprise firm with 157 advisors.