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 in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Bank of America, N.A. since 2011 and at Merrill since 2006. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm employs various investment strategies and platforms, serving clients through discretionary and non-discretionary account management while acting as a fiduciary under written agreements.

Vanessa Stimac is a financial advisor at Ameritas Advisory Services, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Ameritas entities since 2006. In addition to her advisory role, she operates VS Financial Planning, providing financial planning and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm provides a range of fee-based asset management and plan consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 and Series 63 licensee with 21 years of industry experience. He has worked at Stein Roe Investment Counsel, Inc. since 2009. Ekmekjian is based in San Francisco, CA and is currently with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial planning, and access to advanced strategies, supported by an internal investment team and governance committees.

Jeffrey Sferra is a CFP® with 17 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and Charles Schwab, having previously spent six years at Fidelity Investments. Outside of his advisory role, he and his wife manage a rental townhouse in Walnut Creek, California. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations delivered through Schwab’s asset allocation models and research tools.

Sunita Patel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2025 and previously spent 11 years at Wellington Management Advisers, Inc. and Wellington Funds Distribution, Inc. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term, fundamental research approach and utilizes multiple portfolio managers to tailor client allocations based on investment objectives, time horizon, and risk tolerance.

Steven Hendrix is a financial advisor with Capital Group Private Client Services, Inc. He holds a Series 65 designation and has over 15 years of industry experience, including prior roles at First Republic Bank and Capital Group Companies. He has been with Capital Group Private Client Services since 2023. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, research-driven investment process and a multiple portfolio manager system. The firm manages approximately $42.7 billion in discretionary assets, focusing on separately managed accounts and pooled funds.

Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.

Kenneth Clift is a financial advisor with Hightower Advisors in San Francisco, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked for Schultz Collins Lawson Chambers for 10 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that encompass discretionary portfolio management, financial planning, and access to various pooled investment vehicles and private funds.

Jason Guehl is a financial advisor at Creative Planning with 23 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various indexing and tax strategies, while managing approximately $295.6 billion in client assets.

Kevin Fung is a CFP®-certified financial advisor with 21 years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member for the Hong Kong Association of Northern California, a nonprofit fostering ties between Hong Kong and Northern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Alexander Eisenberg is a financial advisor with PlanMember Securities Corporation in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has been with PlanMember Securities since 2000 and is also self-employed. Eisenberg is licensed as an insurance agent and sells fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through unitized, risk-based mutual fund portfolios and supports clients with education, planning, and counseling services.

Mark Goyne is a CFA® charterholder currently with Cerity Partners LLC, with two years of industry experience. He previously worked at BNY Mellon, First Bank, and US Trust (Bank of America). Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Anthony Lindner is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Robertson Stephens Advisors, Addepar, and 10x Group. He has been with Rockefeller Financial LLC since 2019 and is currently affiliated with Rockefeller Capital Management as of 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, operating through a Private Advisor model and a consolidated investment platform that offers a range of discretionary and non-discretionary investment solutions.

Sherman Salangad is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for 16 years before joining Cerity Partners in 2021. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Jeffrey Needham is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through different client-directed and discretionary program types. The firm uses a structured investment approach with five model risk profiles and combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for advisory, fund selection, and administrative services.

Joey Hsu is a financial advisor with Commonwealth Financial Network in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth since 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Logan Dunbar is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Bank of America, Merrill, and Nuveen Securities. Prior to his financial services career, he was associated with CGI Group Inc., Julietta Winery, Saint Mary's College of California, and Dunbar Construction. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.