Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.

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 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology 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®-certified financial advisor with 12 years of industry experience. She is currently with Mariner and has previously worked at firms including Destination Wealth Management, Citi, Morgan Stanley, and HSBC Securities. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Brett Mongeau is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning in Walnut Creek, CA since 2021. His prior roles include positions at Aspiriant and multiple divisions of John Hancock from 2015 to 2021. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by private market investments and tailored portfolio management.

Mitchell Hickey is a CFP®-certified financial advisor with Oppenheimer in San Francisco, CA, where he has worked for 11 years. He holds Series 63 and Series 65 licenses and has accumulated 11 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

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 Hurd Ensign is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. She previously worked at Brouwer & Janachowski for three years and Copeland Insurance for six years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation and manager selection alongside proprietary and third-party investment approaches and offers services such as portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.

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 workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer execution and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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 a financial advisor at Kestra Advisory with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Banc of America Investment Services. Outside of advisory work, she serves as Secretary for Marin Holistic Health & Acupuncture, Inc., assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms supported by comprehensive due diligence.

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.

Kristen Chirhart is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Ameritas Advisory Services since 2018 and involvement with Canvas Financial and Boom Planning, where she provides personalized financial planning services for individuals and small businesses. She is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supported by comprehensive portfolio construction and monitoring resources.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.