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.

M. Scot Lance is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at LPL Financial, Titus Wealth Management, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic allocation approach that combines passive and active management supported by quantitative and fundamental research.

Brianna Hasbrook is a Series 65 licensed financial advisor with seven years of industry experience. She has worked at Mariner since 2025 and before that held roles at Defined Financial Planning LLC and Shone Asset Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across a wide range of strategies and provides integrated tax, accounting, and CFO services alongside traditional portfolio management.

Martim De Arantes Oliveira is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Geller, Cresset Asset Management, and U.S. Bank. 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 employs a goals-based investment approach that incorporates both in-house strategies and third-party managers, utilizing risk management tools and offering specialized private fund capabilities through affiliated platforms.

Kyle Johnson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he was a student at Santa Clara University and spent several years in full-time education. 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, manager selection, and periodic portfolio rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Stuart Choy is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Sound Income Strategies, TPC Financial Group, and Puritan Financial Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, applying an investment approach based on Modern Portfolio Theory using algorithmic model portfolios and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Samuel Marshall is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. He previously worked at West Coast Financial, LLC for eight years and at Hamilton Tharp, LLP for three years. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. Cerity Partners is an SEC-registered investment adviser that serves 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 access to alternative and private-market investments.

Alexander Smith is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He has held positions at J.P. Morgan from 2008 to 2020 before joining Cresset in 2020. He holds Series 63 and Series 66 licenses. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a broad range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts thorough due diligence on third-party managers and private funds.

Winky Liu is a financial advisor at Cerity Partners LLC with one year of industry experience. Liu holds a Series 65 designation and has worked at Cerity Partners since 2022. Prior experience includes roles at Brouwer & Janachowski and FCE Benefits. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens and private-market investment programs.

Jeff Ogston is a CFP® professional with eight years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes roles at Gap To Gap Financial and Robert Adams and Associates. Ogston also worked for the West Sonoma County Union High School District for 14 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative CFO capabilities.

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

John Cella is a financial advisor at William Blair with seven years of industry experience. He holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. He has been with William Blair since 2023. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

John Griffin is a CFP®-certified financial advisor at Corient with two years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and Tufts University. Outside of finance, he worked at Gregg's Greenlake Cycles. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and continuous risk monitoring.

Sinman Poon is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and J.P. Morgan Securities. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Mikel Keifer is a CFA® charterholder with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 20-year tenure at Jurika, Mills & Keifer, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Amy Knox is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Group, UBS Financial Services, and Merrill Lynch. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Marina Van Steen is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Cresset Asset Management since 2023. Her prior experience includes roles at IEQ Capital, LLC, Callan LLC, Sendero Group LLC, and the University of California. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Fayann Han is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. She has worked at Charles Schwab and related entities since 2021, with additional experience at the University of California, Davis and other organizations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools to recommend investment allocations without exercising discretionary trading authority.

Lyman Howard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following an eight-year tenure at Ashfield Capital Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach that combines proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with rigorous internal standards and oversight, combining large institutional scale with unique market roles and arrangements.