Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Bank of America, N.A. since 2011 and at Merrill since 2006. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm employs various investment strategies and platforms, serving clients through discretionary and non-discretionary account management while acting as a fiduciary under written agreements.

Vanessa Stimac is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities and her own financial planning firm, VS Financial Planning, since 2006. Stimac is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and affiliated firms.

Robindronath Chatterjee is a financial advisor with GWN Securities Inc. in Oakland, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at the University of California, Los Angeles, and Head-Royce School. He is involved in pension education through the Pension 101 platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Vicken Ekmekjian is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has worked at Stein Roe Investment Counsel, Inc. since 2009. Ekmekjian is based in San Francisco, CA and is currently with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial planning, and access to advanced strategies, supported by an internal investment team and governance committees.

Jeffrey Sferra is a CFP® with 17 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and Charles Schwab, having previously spent six years at Fidelity Investments. Outside of his advisory role, he and his wife manage a rental townhouse in Walnut Creek, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s asset allocation models and research tools.

Sunita Patel is a CFP® professional with 15 years of industry experience. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2025. Prior to this, she spent 11 years at Wellington Management Advisers, Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term portfolio management.

Steven Hendrix is a Series 65-licensed advisor with Capital Group Private Client Services, Inc. in San Francisco. He has over 15 years of industry experience, including roles at Capital Group Companies and First Republic Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach grounded in fundamental research and typically allocates assets among separately managed accounts, mutual funds, and alternative strategies.

Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.

Kenneth Clift is a financial advisor with Hightower Advisors in San Francisco, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked for Schultz Collins Lawson Chambers for 10 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that encompass discretionary portfolio management, financial planning, and access to various pooled investment vehicles and private funds.

Jason Guehl is a financial advisor at Creative Planning with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various indexing and tax strategies, while managing approximately $295.6 billion in client assets.

Kevin Fung is a CFP®-certified financial advisor with 21 years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member for the Hong Kong Association of Northern California, a nonprofit fostering ties between Hong Kong and Northern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Alexander Eisenberg is a financial advisor with PlanMember Securities Corporation in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has been with PlanMember Securities since 2000 and is also self-employed. Eisenberg is licensed as an insurance agent and sells fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through unitized, risk-based mutual fund portfolios and supports clients with education, planning, and counseling services.

Richard Scarpitti is a financial advisor at Empower Advisory Group with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab, TD Ameritrade, Scottrade, Commonwealth Financial Network, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Mark Goyne is a CFA® charterholder currently with Cerity Partners LLC, with two years of industry experience. He previously worked at BNY Mellon, First Bank, and US Trust (Bank of America). Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Anthony Lindner is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Robertson Stephens Advisors, Addepar, and 10x Group. He is based in San Francisco, CA. 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 operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services, organized around a Private Advisor model with a consolidated investment platform.

Sherman Salangad is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for 16 years before joining Cerity Partners in 2021. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Jeffrey Needham is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His career has been primarily with HSBC-affiliated entities since 2016. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment approach integrates strategic and tactical asset allocation supported by global asset management and ongoing fund due diligence, with a notable portion of assets managed in client-directed, non-discretionary portfolios.

Joey Hsu is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth since 2013, with a brief tenure at Investors Capital Corp. in 2013 and LPL Financial LLC since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Logan Dunbar is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Bank of America, Merrill, and Nuveen Securities. Prior to his financial services career, he was associated with CGI Group Inc., Julietta Winery, Saint Mary's College of California, and Dunbar Construction. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.