Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.

Alan Gibbs is a financial advisor at Oppenheimer with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 2008. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Ryan Leamy is a financial advisor at IEQ Capital, LLC with five years of industry experience. He previously worked at Epiq Capital Group, LLC for five years and spent four years at the University of Oregon. Ryan holds a Series 65 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a combination of liquid strategies, third-party independent managers, and private alternative investments.

Zachary Ammirato is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for 15 years. Ammirato is involved in private equity and venture investments through HoneyBee Ventures. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on alternative investments and a recapitalized ownership structure involving significant institutional minority owners.

Christopher Akamine is a CFP® with 17 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2022. He previously worked at Brouwer & Janachowski, LLC for 13 years. Akamine serves on the finance committees of the College of Marin Foundation and the Novato Chamber of Commerce, where he reviews investments and financial budgets. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Andrew Huang is a CFA® charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at JP Morgan Chase Bank, N.A. and First Republic Investment Management, Inc. Outside of his advisory role, he serves as a first successor trustee for a friend's trust account. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach that incorporates both active and passive strategies, supported by a structured due-diligence program and private fund management.

Oliver Orzal is a financial advisor with Equity Services, Inc. in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp., and David White & Associates. He is involved in the marketing of wealth and insurance services under the names Falcon PG Wealth Management and Insurance Services and Nagomi Wealth Management and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms, including third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Keith Furuya is a financial advisor at Farther with 22 years of industry experience. He holds a Series 66 designation and has worked at Black Walnut Advisors LLC since 2005. Outside of his advisory role, Furuya serves as a board director for Filtrano Tapes, where he oversees strategy, risk, and performance. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke and algorithmic model portfolios with automatic rebalancing.

Steven Ramirez is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Cerity Partners LLC and previously worked at Brouwer & Janachowski LLC, Edward Jones, and MBSC Securities Corporation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with 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 access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

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® professional with 12 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. He previously worked at Gerber Kawasaki, Inc. and LPL Financial, both from 2014 to 2018. Outside of his advisory role, Schulkin serves as a trustee on the board of the Drew School, a registered 501(c)(3) nonprofit in San Francisco. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as portfolio management, consulting, and financial planning. The firm employs various investment approaches depending on the program, ranging from strategic asset allocation to tactical manager selection, and manages approximately $36.7 billion in assets under management as of December 31, 2025.

Cheng Yu Lee is a financial advisor at HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses with nine years of industry experience. Lee has worked at HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017 and was involved in personal trading in the financial market from 2015 to 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process with both strategic and tactical asset allocation, leveraging affiliated and third-party providers for fund selection and portfolio management.

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 the Series 66 designation and has worked at Oppenheimer since 2020. His prior experience includes positions at Ameriprise Financial Services and Morgan Stanley in both private banking and Smith Barney divisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC from 2016 to 2023. Outside of advising, he owns High Marks LLC, a real estate business in Orinda, CA. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

Eli Sakov is a Series 65-licensed financial advisor with PlanMember Securities Corporation, based in Berkeley, CA. He has no prior industry experience but has been involved in technology and insurance-related consulting and entrepreneurship since 2018. Sakov is the founder and operator of Better Leads, Inc., a software company focused on developing tools for insurance lead identification and data management. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education, personalized retirement planning, and support services to plan sponsors and participants.

Cliff Duester is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Lenox Advisors/Mass Mutual, and Penn Mutual Life Insurance Company. Outside of his advisory role, Duester is the founder of Private Label Wealth Management, an insurance brokerage focused on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

Vernon Yu is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. Prior to joining Hightower Advisors in 2023, he worked for 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 such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on customized portfolio construction and proprietary research.