Jeffrey Becker is a CFA charterholder with four years of industry experience, currently an advisor at Farther since 2025. Prior to joining Farther, he worked at First Citizens Bank, Silicon Valley Bank (SVB Wealth), and BNY Mellon Wealth Management. 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 an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Jurika, Mills & Keifer and has been affiliated with Miramonte High School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Ki Hin Lai is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at HSBC Bank USA National Association, Hongkong & Shanghai Banking Co, Deloitte, and KPMG Tax Services Limited. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across five risk profiles, with programs ranging from client-directed to fully discretionary portfolios.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Darren Kalb is a CFP® and holds the Series 66 designation, with 14 years of industry experience. He has worked at Creative Planning since 2017 and previously spent three years at Polaris Greystone Financial Group, LLC. He is based in San Francisco, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, 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 selective private market exposure and various tax-efficient strategies.

Natalya Alexei is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds the Series 66 designation and has worked at firms including SVB Wealth LLC, First Citizens Investor Services, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Mark De Gregorio is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. Prior to joining Mercer in 2024, he worked at RBC Capital Markets for several years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment implementation options alongside financial, retirement, tax, and estate planning services.

Thomas Manning is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to his current role, he worked at New York Life and its affiliated entities. He also operates Bay Rhode Financial and Insurance Solutions, a business involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions delivered through multiple program types within the New York Life affiliate structure.

Michael Malik is a financial advisor at Oppenheimer with 27 years of industry experience. He has held roles at Oppenheimerfunds Distributor Inc and Columbia Management Investment Distributors prior to his current position. Malik is a member of Provisors and BNI, participating in these professional groups outside of his advisory work. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Oppenheimer in 2019, she was self-employed for two years and worked at Everett Graphics for eight years. She is a member of the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in meetings and document signing on a limited basis. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with a unique structure that includes commission-based advisory programs and qualified custodian services.

Andrew Meyer is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work history includes roles at Merrill and Bank of America, N.A. from 2011 to 2025. 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, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Rachel Carr is a CFP® and ChFC® with 11 years of experience in financial services. She is currently with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. 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 services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Andrew Schumont is a CFP® professional with 20 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Neuberger Berman and Fidelity Investments, including FIDELITY Personal and Workplace Advisors. MAI Capital Management, LLC offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across multiple strategies and provides additional services such as trust administration and insurance through its affiliates.

Yifei Hong is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 license and six years of industry experience. Prior to joining HSBC, Hong worked for J.P. Morgan Securities and Ferrari Silicon Valley. Outside of financial services, Hong is also a book writer. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm employs a multi-model investment process supported by HSBC Global Asset Management and affiliated providers, with a notable focus on non-discretionary, client-directed portfolios.

Parker O'sullivan is a financial advisor at Farther with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sierra Pacific Financial Advisors and Mutual Securities. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investment allocations in ETFs, mutual funds, equities, and fixed income.

Samantha Lee is a CFP® professional with 23 years of industry experience. She is currently an advisor at Citigroup Global Markets, where she has worked since 2018. Prior to that, she was with HSBC Bank USA, N.A. from 2016 to 2018. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Tze Liang Low is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, he is a dog trainer at Kevin's K9 School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 66 and Series 63 credentials and bringing 20 years of industry experience. She has been with HSBC since 2015, holding roles at both HSBC Bank USA, N.A. and HSBC Securities. Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of investment profiles combined with strategic and tactical asset allocation, integrating services from HSBC Global Asset Management and other third-party providers.

Margaret Pierattini is a CFP® professional with 14 years of industry experience. She currently works at Rockefeller Financial LLC, where she has been since 2023. Prior to that, she spent seven years with First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.