Monica Foy is a financial advisor at Cerity Partners LLC with a Series 65 designation and experience in the financial services industry beginning in 2024. Her prior work includes roles at Humphreys Group, Intuit, H&R Block, and First Republic Bank. Outside of her advisory work, she serves as a bookkeeper for an engineering consulting firm. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

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.

Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies, supported by an internal Investment Committee.

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.

Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His work history includes roles at LPL Financial LLC, Strategic Wealth Advisors Group, and Lion Street Advisors, among others. Bolton provides investment advisory services through independent firms such as Mariner Independent Advisor Network and Oak Tree Wealth Management. Private Advisor Group, LLC serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, with a range of analytical approaches and trading time horizons supported by recognized strategists and platforms.

Annie Gottbehuet is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses, and previously worked at TIAA-CREF for 16 years. She serves on the Finance Committee of Parks California, a nonprofit supporting the state park system. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with a variety of investment vehicles, alongside specialized services such as retirement plan consulting and charitable advisory.

Diane Garcia Spiegel is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 63 and Series 65 designations. She has experience in the financial industry dating back to 2015, including previous roles at Ginsburg Financial Advisors and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings.

Karena Zhu is a CFP® with 12 years of industry experience, currently advising at Mariner since 2026. Her prior roles include positions at Destination Wealth Management, World Financial Group, Citi, Morgan Stanley, HSBC Securities, and JP Morgan Chase. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational capabilities.

Brett Mongeau is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Aspiriant and various entities within John Hancock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves.

Mitchell Hickey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds Series 63 and Series 65 licenses and is based in Novato, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Adam Pyle is a financial advisor with First Citizens Investor Services, Inc. in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His prior work includes 14 years at First Republic Securities and First Republic Bank, followed by two years at J.P. Morgan Securities before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jessica Kobaly is a financial advisor at Cerity Partners LLC with a Series 65 designation. She has been in the financial services industry since 2012, previously working at Copeland Insurance and Brouwer & Janachowski before joining Cerity Partners in 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private-market programs for qualified clients.

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab Bank, Citi IPB U.S., Sterling Bank & Trust, and Quantum Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

Elisha Sanchez is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mercer since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles and specialized programs.

Anjali Singh is a CFP® professional with 26 years of industry experience, currently affiliated with Primerica Advisors. She has a background that includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in a pet sitting business and serves as a co-leader of two scout troops in Marin County. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a variety of investment strategies through proprietary and third-party platforms and supports a broad array of financial planning and consulting solutions.

Daniel Smyth is a CFP® with six years of industry experience, currently advising at Mariner since 2026. He previously worked at North Berkeley Investment Partners for nine years and had roles at Puritan Financial. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with in-house research and third-party managers while providing integrated tax, accounting, and administrative family office services.

Hanna Ready is a CFP® professional at Mariner with several years of industry experience, including roles at Mariner since 2022. Prior to her financial advisory career, she was affiliated with Purdue University and Blackberry Farm. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services.

Nicole Schofield is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Laurie Gottlieb is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has worked at Kestra Advisory since 2016 and was previously with UBS Financial Services starting in 2004. Outside of her advisory role, she is involved with Marin Holistic Health & Acupuncture, Inc. as Secretary, assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

John Craig is a financial advisor at CIBC Private Wealth Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining CIBC, he worked at Wells Fargo Investments, LLC for 25 years. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and external managers to deliver customized portfolio management, including discretionary and non-discretionary services, and offers access to various strategies such as options hedges and structured notes.