Keith Furuya is a financial advisor with Farther and holds a Series 66 designation. He has 23 years of industry experience, including 20 years at Black Walnut Advisors LLC and prior roles at Investors Resources Group, Inc. and MSI Financial Services, Inc. In addition to his advisory work, he serves as a board director for Filtrano Tapes and is a licensed independent insurance broker in California. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm uses a Modern Portfolio Theory-based approach with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Steven Ramirez is a CFP®, CFA®, and Series 66-licensed advisor with six years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners serves a broad client base including individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, tax services, and retirement plan consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Michelle Le is a financial advisor at Sanctuary Advisors, LLC, holding a Series 66 designation. She has experience working at Sanctuary Securities, Inc. and Morling Financial Advisors. Michelle's background also includes an extended period of education spanning N. Torrance High School, El Camino College, and the University of California, Berkeley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches, acting as a fiduciary under written advisory agreements.

Eric Schulkin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Oppenheimer. He has worked at Oppenheimer since 2018, and previously held roles at Gerber Kawasaki and LPL Financial. He serves as a trustee on the board of Drew School, a nonprofit educational organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and financial planning services, with an emphasis on both discretionary and non-discretionary account management.

Cheng Yu Lee is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017. Prior to that, he was involved in personal trading in the financial market for one year. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment programs, using a structured investment process that incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Zachary Schiller is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Sanford C. Bernstein & Co. LLC, Jones, Schiller & Littman, LLP, and Morgan Stanley in various capacities. Outside of his advisory role, he is a co-founding member of a consumer packaged goods company and serves on the board and finance committee of a senior center in San Francisco, in addition to volunteering as a youth soccer referee. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Based in San Francisco, CA, he has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs with both discretionary and non-discretionary advisory services, focusing on strategic and tactical asset allocation, manager selection, and customized retirement and consulting engagements.

Laura Ward is a financial advisor at William Blair with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at First Republic in various capacities from 2005 to 2023 before joining William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

James Marchetti is a financial advisor at Rockefeller Financial LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years and First Republic Investment Management and First Republic Securities for a combined seven years. Outside of advising, he owns High Marks LLC, a real estate business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services through its Private Advisor model and integrated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Cliff Duester is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 16 years of industry experience. He has previously worked with firms including MassMutual, Guardian Life, and MML Investors Services. Outside of his advisory role, Duester is the founder of Private Label Wealth Management, an insurance brokerage operation focused on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory platform with both discretionary and non-discretionary account options and reported approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Gabriella Stamps is a financial advisor at Mercer Global Advisors Inc. in San Francisco, holding a Series 65 credential. She has recent experience with California Financial Advisors and a diverse background including roles in education and veterinary services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and nonprofit organizations by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified portfolios with multi-factor strategies and offers various investment and tax-managed programs alongside educational content and integrated service platforms.

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Shivam Sami is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2023 to 2025 and as a Relationship Manager from 2022 to 2023, both with Fidelity Investments. Before joining Fidelity, he worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Shivam works closely with his team to leverage Fidelity's brand, technology, and platform to assist clients in creating retirement, income, and wealth plans. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Shivam enjoys activities such as spending time at the beach, family activities, visiting museums, outdoor adventures, traveling, and practicing yoga.

Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.

Scott Sprague is a Certified Financial Planner® with 37 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles with LPL Financial, Mariner Independent Advisor Network, and Sprague Wealth Solutions, which he has operated since 2010. He is also involved in non-variable insurance business activities through New West Insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions and employs a fiduciary-based advisory model that integrates third-party managers and technology platforms to tailor investment strategies.

Ana Abraldes is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Ameritas Advisory Services since 2021 and is also involved with Canvas Financial and Boom Planning, both financial planning firms, since 2019. Outside of finance, she is the proprietor of Studio Vidro, an artisan glass production and vending business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers to customize client portfolios.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Shelby Stahr is a CFP® professional with seven years of experience in financial advisory. Shelby has worked at Cerity Partners LLC since 2021 and previously held roles at B|O|S, Private Ocean, and Mosaic Financial Partners. Based in San Francisco, CA, Shelby is part of a firm serving a diverse client base including individuals, families, trusts, business entities, and institutional investors. Cerity Partners advises on approximately $166.2 billion in client assets and offers customized wealth management services that incorporate proprietary quantitative screening and a combination of third-party and direct security selection strategies, alongside access to alternative and private market solutions for qualified clients.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. 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, supported by internal standards and oversight committees.

Anna Dearborn is a Series 66–licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has held roles at Principal Bank, Principal Trust Company, and Principal Securities since 2023. Prior to that, she was with Fidelity Investments, Bank of America, and Merrill. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. 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.