Robert Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Citi Private Bank and Citigroup Global Markets since 2010 and was previously employed at Banc of America Investment Services from 2002 to 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains large-scale institutional capabilities, including roles as a swap dealer and futures commission merchant.

Rebecca Wynarczyk is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 65 designation and has worked at multiple firms including Mariner Independent, Financial Planner Group, LLC, and LPL Financial. Outside of her role at Private Advisor Group, she is involved with Financial Planner Group, LLC, providing investment services through Mariner Independent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing a variety of investment strategies and third-party managers.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Amanda Miller is a financial advisor at Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill from 2018 to 2021 and has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through its network of independent advisers and offers services such as portfolio management, retirement plan consulting, and fiduciary advisory.

Christine Thibodeaux is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Farther Finance Advisors since 2022 and has prior experience in the travel industry and community projects. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

Anthony Thomas is a financial advisor with Farther, holding Series 66 and Series 65 designations and eight years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors LLC. Before joining Farther, he also worked in the restaurant industry for several years. 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 a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Ping Lin is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He has held positions at Charles Schwab since 2022 and previously worked at TD Ameritrade from 2020 to 2022. Lin holds the Series 63 and Series 66 designations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Amy Blodgett is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Her prior experience includes roles at Canvas Financial, 20/20 Capital Management, and Carillon Investments, among others. She is also the owner of Boom Planning, a financial planning business she has operated since 2009. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across discretionary and non-discretionary programs.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

John Nejedly is a financial advisor with Sanctuary Advisors, LLC in Walnut Creek, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Pantheon Wealth Planning and LPL Financial LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through various account types, delivered by a large network of independent advisers under a fiduciary framework.

Laura Yick is a financial advisor with Citizens Securities, Inc. in San Francisco, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Yick serves as a director on the Aliomanu Estates condo association board in Kauai. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and a Managed Account program while operating as a broker-dealer and insurance agency.

Ellison Durana is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

James Longinotti is a CFP® and CFA® with nine years of experience in the financial advisory industry. He is currently with Cresset Asset Management, LLC, where he has worked since 2019, following eight years at Cypress Wealth Advisors, LLC. In addition to his advisory role, he serves as a general partner to private funds managed by Cresset Asset Management through Cypress Advisors LLC. Cresset Asset Management is a multi-disciplinary 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Jordan Staveley is a financial advisor at Citizens Securities, Inc. in San Francisco, CA, holding a Series 66 designation with five years of industry experience. His prior work history includes six years at Merrill and roles with the Defense Contract Audit Agency and Citizens Bank. Citizens Securities serves individual and high-net-worth investors and individual retirement plans through investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory platform alongside managed accounts and leverages its status as a broker-dealer and insurance agency.

Tarik Shihadeh is a Series 66-credentialed financial advisor at Schwab Wealth Advisory with four years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, SSB, and previously worked at White Moose Studios and Boston University. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance includes asset allocation and investment selection based on Charles Schwab’s asset-allocation models and research tools, with client trades executed only upon authorization.

Hance Smith is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he worked in various roles including a position with Stanford Baseball Camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Michael Lee is a financial advisor at Farther with 11 years of industry experience. He holds a Series 66 designation and has worked with The Retirement Group and Fsc prior to his current role. Lee also operates a sole proprietorship focused on insurance sales. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach utilizes Modern Portfolio Theory with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including his current role since 2022. 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 and combines sizable institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jacqueline De La Chapelle is a CFA® charterholder with over 21 years of industry experience. She is currently a financial advisor at Schwab Wealth Advisory Inc., where she has worked since 2021. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Savant Capital. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and proprietary research tools, offering tailored recommendations without exercising discretionary trading authority.