Harrison Kim is a financial advisor at Cerity Partners LLC with Series 65 and Series 63 licenses and four years of industry experience. His work history includes positions at Charles Schwab & Co., Inc. and involvement with Devils Canyon Brewing Company. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment approach that incorporates both third-party strategies and direct security selection.

Matthew Schmidt is a CFA® charterholder 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. He is based in San Francisco, CA. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, direct security selection, and access to alternative and private market solutions.

Laura Carmany is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP and Quest Securities, Inc. prior to her current roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes using technology platforms and third-party managers to implement a range of investment strategies.

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 20 years of industry experience. He holds a Series 65 designation and previously worked at Abbrea Capital, LLC, GFO Advisory Services, LLC, and CSI Capital Management Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

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® professional with 18 years of experience in the financial services industry. He has worked at multiple firms including Morgan Stanley, Merrill, and Bank of America before joining Farther Finance Advisors, LLC. Outside of his advisory role, he owns Gamma Crucis, LLC, a limited liability company involved in managing rental properties. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through digital and in-person channels. The firm employs a Modern Portfolio Theory-based approach with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Stephanie Murphy is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 20 years of industry experience. She has been with PlanMember since 2006 and previously worked at Hooker Financial, Inc. from 2004 to 2017. Murphy serves on the Finance Advisory Committee of the Alpha Phi Foundation, where she reviews and evaluates the charity's accounts quarterly. 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’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, combined with education and support services for plan sponsors and participants.

Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Bank of America, N.A. for 15 years, Merrill for 14 years, and Wells Fargo Investments, LLC for 5 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through more than 400 independent advisers and offers portfolio management, financial planning, retirement plan consulting, and access to both domestic and offshore solutions.

Vanessa Stimac is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Ameritas-related entities since 2006 and previously at Equitable Advisors from 2001 to 2006. Stimac is also the owner of VS Financial Planning, providing financial planning and brokerage services alongside her advisory role. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by both in-house and third-party managers.

Robindronath Chatterjee is a financial advisor with GWN Securities Inc. in Oakland, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at the University of California, Los Angeles, and Head-Royce School. He is involved in pension education through the Pension 101 platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Vicken Ekmekjian is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in San Francisco, where he has worked for 17 years. He holds a Series 63 license. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets with a comparatively high assets-under-management per advisor ratio.

Jeffrey Sferra is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2024, and previously held roles at Charles Schwab, Fidelity Investments, and Edward Jones. Outside of his financial advisory work, he co-owns a rental townhouse in Walnut Creek, California. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s approach combines asset-allocation models and internal research tools to deliver tailored recommendations, with investment decisions executed only with client authorization.

Sunita Patel is a CFP® professional with 16 years of experience in the financial services industry. She currently works at Capital Group Private Client Services, Inc. and has previously held roles at Wellington Management Advisers, Inc. and J.P. Morgan Securities Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the Capital System. The firm emphasizes fundamental research and long-term investment horizons, implementing portfolios through separately managed accounts, affiliated funds, and alternative strategy vehicles.