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 CFP® with 37 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held previous roles at LPL Financial, Mariner Independent Advisor Network, and CETERA Advisor Networks. He also manages Sprague Wealth Solutions, an investment-related business focusing on non-variable insurance products. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to multiple advisory programs and third-party asset managers through a network of investment adviser representatives.

Ana Abraldes is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has been with Ameritas Advisory Services since 2021. Outside of her advisory work, she is the proprietor of Studio Vidro, an artisan glass producer and vendor specializing in glass tableware and jewelry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 industry experience, currently serving at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, Shelby worked at B|O|S, Private Ocean, and Mosaic Financial Partners. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

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 financial advisor with Principal Financial Services in Danville, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Merrill, Bank of America, and Fidelity Investments. She also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Harrison Kim is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and in various roles outside of finance, including at Devils Canyon Brewing Company and Vitality Bowls. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens and offers access to private-market investments alongside traditional portfolio management.

Matthew Schmidt is a CFA® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC, and Violich Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Laura Carmany is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior work includes roles at Crown Capital Securities, LP, and Quest Securities, Inc. She is based in San Francisco, CA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and consulting services with access to multiple third-party asset management programs.

Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joshua Becker is a financial advisor with Farther in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Farther, he worked at Equitable Advisors, LLC and Stross Wess Cutcher and Levin. Outside of his advisory role, Becker serves as a direct support professional with A Broader Living Experience and as an AV technician for St. Paul's Episcopal Church. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles, while incorporating AI tools alongside advisor judgment.

Kevin Choi is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Steven Cutcliffe is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Joshua Erickson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Walnut Creek, California. He has been with Merrill Lynch since 2012, bringing experience in corporate finance and real estate analysis. Prior to joining Merrill Lynch, he worked as a senior financial analyst in real estate for Gap, Inc., and as a Senior Associate at Panattoni Development Company, where he was involved in securing private and institutional equity investments for real estate projects across North America and Europe. Mr. Erickson earned a Bachelor's degree in Economics in 2002 and an MBA in 2006, both from Brigham Young University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Joshua Erickson is an Eagle Scout and enjoys outdoor activities such as hiking, trail running, mountain biking, and backpacking, especially in the Sierra Nevada mountains. He is also actively involved in coaching his children's sports teams. He lives in Moraga, California with his wife, Rachel, their daughter, and three sons.

Arlie Green III is a financial advisor at Farther with 15 years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Farther, he worked at Creative Planning Institutional Advisors, LLC, Fortress Wealth Management, Inc., and MJM401k, LLC. He serves as owner, president, and managing principal of Fortress Wealth Management, where he advises individual clients and manages firm operations. Additionally, he consults on individual 401(k) plans through Sageview Advisory Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary models and algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, equities, and fixed income.

Victor Cruz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citibank, N.A. and Citigroup Global Markets Inc. for the past 10 years. He is based in San Francisco, CA. Citigroup Global Markets Inc. 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 and operates with a large institutional scale, including roles as a swap dealer and futures commission merchant, providing a range of customized solutions for high-net-worth clients.

Michael Welch is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Oakland, CA. He has three years of industry experience, including roles at BTR Capital Management and The Van Allen Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, quantitative and fundamental research, and offers a range of financial planning and asset management services.

Andrew Hall is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he is the owner of Gamma Crucis, LLC, a limited liability company. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, using a Modern Portfolio Theory-based approach with automated rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.