Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Aaron Sanchez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, Aaron was associated with NYLIFE Securities LLC and New York Life, and he also has experience with Mindful Creations LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Jessica Chen is a financial advisor at Mercer Global Advisors Inc. with CFP® and CFA® designations and four years of industry experience. She previously worked at Edward Jones and Califia Investment LLC, among other firms. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and multi-factor tilts, implemented through a range of vehicles including ETFs, mutual funds, and separate accounts.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

Alina Sohng is a CFP® with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Adero Partners, LLC, Griffin Black, Inc., Cassaday & Company, and Wilson Bennett Capital Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Steven Vieira is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Jonestrading Institutional Services, Cantor Fitzgerald & CO., Morgan Stanley, and UBS Financial Services. Vieira also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party strategies.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a CFP® professional with eight years of experience in the financial advisory industry. She is currently with Schwab Wealth Advisory, Inc. and previously worked at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers wealth management education alongside annual financial reviews and planning discussions.

Jeffrey Becker is a CFA charterholder with four years of industry experience, currently an advisor at Farther since 2025. Prior to joining Farther, he worked at First Citizens Bank, Silicon Valley Bank (SVB Wealth), and BNY Mellon Wealth Management. 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 an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jurika, Mills & Keifer and has been affiliated with Miramonte High School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Ki Hin Lai is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at HSBC Bank USA National Association, Hongkong & Shanghai Banking Co, Deloitte, and KPMG Tax Services Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm’s investment process uses multiple risk profiles and incorporates strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Natalya Alexei is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds the Series 66 designation and has worked at firms including SVB Wealth LLC, First Citizens Investor Services, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Mark De Gregorio is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. Prior to joining Mercer in 2024, he worked at RBC Capital Markets for several years. 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 employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment implementation options alongside financial, retirement, tax, and estate planning services.

Michael Malik is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Oppenheimerfunds Distributor Inc, and Strong Capital Management Inc. Outside of his advisory work, he is a member of Provisors and a chapter member of BNI, both non-investment-related networking groups. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.