Veronica Rubio is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Her prior roles include positions at Mercer Global Advisors, Inc. and Charles Schwab Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

John McMahon Jr. is a financial advisor at Rockefeller Financial LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Bank of America, and Rockefeller Capital Management prior to his current role. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including investment banking and alternative investment placements.

Kevin Roche is a CFP® professional with 14 years of industry experience. He currently serves at Farther Finance Advisors and previously worked at TIAA and Pruco Securities. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools to guide investments in ETFs, mutual funds, equities, fixed income, and independent managers.

Suzanne Wong is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at Charles Schwab and TeamPersona. She has maintained self-employment activities since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs with multi-asset, multi-manager strategies alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Leah D’agostino is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at First Republic Securities Company and First Republic Investment Management for a combined ten years. 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 also operates as a registered broker-dealer providing a range of investment and placement services through a Private Advisor model and a consolidated investment platform.

Heather Pelant is a CFP®-certified financial advisor at Cresset Asset Management, LLC with over 20 years of industry experience. She previously worked at Baker Street Advisors for 10 years and BlackRock for 13 years. Pelant holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, high-net-worth families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence process to manage investments across various asset classes.

Richard Long is a CFA® charterholder with 21 years of industry experience. He is currently with Cerity Partners LLC and has held roles at the firm since 2021. His prior work includes experience at B|O|S and Robertson Stephens Advisors, Inc. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset-allocation, manager selection, and quantitative screening alongside third-party managers and individual securities to build client programs.

Kevin Rinow is a CFP® professional with 15 years of experience in financial advising. He currently works at Hightower Advisors and has previously been affiliated with Northwestern Mutual Wealth Management Company and Journey Strategic Wealth LLC. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across a range of investment vehicles, and offers services including portfolio management, financial planning, and retirement plan consulting.

Mark Fredenburg is a CFA® charterholder with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management, Inc. and Wells Fargo. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Hillary Collins is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and Morgan Stanley. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Bobbie Torres is a financial advisor at Farther with a Series 65 designation and three years of industry experience. Prior to joining Farther, she worked at The Retirement Group, LLC and American National Investments. Before her advisory career, she was involved in the food service industry at Vanitea Cafe for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic models, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sarah Nierode is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Schwab Wealth Advisory since 2019 and previously worked at Johnston & Associates Inc from 2013 to 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations while leaving final trading decisions to clients.

Colin Drake is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2026. Prior to joining Wealthspire, he worked at Marin Financial Advisors, LLC for eight years and operated Drake Wealth Management for six years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation across multiple asset classes, with both discretionary and non-discretionary portfolio management options.

Shilpa Andalkar is a CFP® professional with 12 years of industry experience, currently serving at Corient. Her prior experience includes roles at Ensemble Capital Management, Brio Financial Group, and Ameriprise Financial Services. She serves on the investment committee of the United Religions Initiative Foundation and is a board member of the East Bay Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Joseph Sims is a CFA® charterholder with 22 years of industry experience, currently an advisor at Mariner Wealth Advisors since 2021. He previously worked for The Savant Group for 17 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Bridget Keefer is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Lincoln Investment. Keefer is also associated with the Mammini Company. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through a variety of managed account programs.

Huy Lam is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at HighTower Advisors since 2020. Prior to joining HighTower, he worked at Schultz Collins, Inc. for 13 years. He is based in San Francisco, CA. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Matthew Acie is a financial advisor with VOYA Financial Advisors, Inc. based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior firms include LPL Financial and RFS Partners. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through various program structures, with a focus on recommendation-based, non-discretionary investment advice.

Michael Mink is a financial advisor at Farther with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Meritas Advisors, LLC for 15 years before joining Farther. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining exchange-traded funds, mutual funds, individual equities, and fixed income.