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.

James Morris is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2024. Prior to joining IEQ Capital, he held positions at CITIGROUP and J.P. Morgan Chase Bank. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

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 has 14 years of industry experience. He has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through different client-directed and discretionary program types. The firm uses a structured investment approach with five model risk profiles and combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for advisory, fund selection, and administrative services.

Meng Eeo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns Dream Builder Financial Service Website, a co-branding marketing platform for World Financial Group products. Meng is a managing partner at Penney Enterprise LLC. 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 employs a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Shawn Sandoval is a CFP® with 28 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Mariner and also serves as a registered representative at Msec, LLC. His prior experience includes roles at Commonwealth Financial Network, Integrated Advisors Network, LLC, Cooper Financial Group, and Securities America, Inc. Outside of his advisory work, Sandoval provides business consulting services focused on operational and marketing strategies. Mariner serves a diverse client base including individuals, high-net-worth households, and institutional investors, offering comprehensive investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized discretionary portfolios supported by an investment committee and combines in-house research with various third-party solutions, while also integrating extensive tax and accounting capabilities uncommon in large advisory enterprises.

Edward Broome is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also associated with LSPN Pro, LLC, where he provides estate planning services and client communications. Broome is involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Ryan Moore is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Francisco, CA. His career includes prior roles at Wealthspire Advisors, Cambridge Investment Research Advisors, and AXA Advisors. Before entering the financial industry, he held various positions including work at Hungry Howies and MassMutual. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Steve Ching is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Colin Shedd is a CFA® charterholder with eight years of industry experience, currently serving at Schwab Wealth Advisory in San Francisco, CA. His prior experience includes six years at Citigroup and roles at Bank of America and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Rebecca Mc Court is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Stone Point Capital. Her background includes four years at Boston College prior to entering the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion and focusing on separately managed accounts and family-office services.

Daniel Nowak is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He has worked at IEQ Capital since 2019 and previously held roles at First Republic Investment Management, Ernst & Young, Arcis Golf, and Washington University in St. Louis. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Li Wei Tseng is a financial advisor with Transamerica Financial Advisors, holding the CFA® designation and Series 63 license. He has been with Transamerica since 2025 and has prior experience at World Financial Group, Wisetack, Enzo Wealth, and Microsoft. Outside of advising, he serves as an engineering manager at Wisetack, a financial technology company that offers financing solutions for in-person service businesses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both based in San Francisco, 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 and maintains large institutional capabilities with complex market roles and arrangements.

Wai Chan is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Fremont, CA. He has been with Eagle Strategies since 2015 and also holds ongoing roles at Nylife Securities and New York Life Insurance Co. since 2004. In addition to his advisory work, he is involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicole Hanson is a CFP® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2025. Before joining MAI, she spent eight years at Concentric Wealth Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Frank Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and concurrently operates Productive Marketing, S-Corp, where he provides business and marketing strategy consulting and IT support to business owners. His prior experience includes roles at JFP Investment Group and World Financial Group. Transamerica Financial Advisors serves a broad client base, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm employs a model portfolio approach with third-party managers and digital platforms to deliver its advisory services.