Douglas Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Investments, Wescom Financial Services, CUSO Financial Services, and Citicorp Investment Services. He serves as a trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation, multi-manager portfolios, and combines passive and active exposures to develop client investment strategies across various risk profiles.

David Coles is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Farther and has previously worked at OSAIC, Triad Advisors, Inc., Wealth Management & Business Concepts, and Colwin Financial Insurance Services, Inc., which he also owns. Outside of advisory work, he manages business affairs for an actor/director and founded Human Wealth, a financial planning process aligning clients’ wellbeing with their financial goals. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Karl Olof Mills is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to this, he worked for 20 years at Jurika, Mills & Keifer, LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years. Since 2024, he has been associated with City National Rochdale and CNR Securities, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing tools such as the proprietary Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios according to clients’ Investment Policy Statements.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked with Stivers Financial and Insurance Services since 2009 and has been affiliated with Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Evgenii Shtrikov is a CFP® professional with experience spanning several firms, including Mercer Global Advisors, Inc., where he has worked since 2026. His background includes roles at HRB Professional Resources LLC and various accounting-related businesses, as well as academic work at Vladimir State University. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with comprehensive investment advisory and financial planning services. The firm applies a Modern Portfolio Theory-based approach, using diversified portfolios with low-cost ETFs, separate account managers, and specialized tax-management strategies.

Thomas Croxton is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including 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 and utilizes a range of investment methods and technology platforms, including its proprietary WealthSuite.

Jessica Chen is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and has previously worked at Edward Jones, Califia Investment LLC, ABD, and Aon. Chen holds licenses for life, variable life, accident, and health insurance and is also involved in insurance sales. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory through globally diversified, risk-appropriate portfolios using a combination of ETFs, index funds, separate accounts, and private funds, and offers specialized programs and tax-managed options.

Annamarie Formicola is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BTR Capital Management, Inc. for 33 years before joining Wealth Enhancement Group in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with a strategic investment approach combining passive and active management.

Alina Sohng is a CFP® with 16 years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Adero Partners, LLC, Griffin Black, Inc., Cassaday & Company, and Wilson Bennett Capital Management Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that integrates active and passive strategies customized to clients’ risk tolerance, liquidity, and tax circumstances.

Steven Vieira is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Jonestrading Institutional Services, Cantor Fitzgerald & CO., Morgan Stanley, and UBS Financial Services. Vieira also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party strategies.

James Cheap is a financial advisor at Cresset Asset Management, LLC in San Francisco, CA, with five years of industry experience. He holds a Series 66 designation and has worked at Cresset Asset Management and Peakline Partners LLC, as well as True Capital Management, SharesPost Research LLC, and Equilar Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, active and passive management, and alternative investments.

Sabrina Suen is a CFP® certificant with eight years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has previously been employed at UBS Financial Services and Wells Fargo Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools to guide investment decisions while requiring client authorization for trades.

Susan Schaeffer is a financial advisor with Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked with Merrill Lynch Pierce, Fenner & Smith, Inc. and Bank of America, N.A. for a decade. Schaeffer is a committee member of the Financial Women of San Francisco, where she helps plan networking and professional development events. Sanctuary Advisors, LLC serves a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent advisors. The firm provides portfolio management via multiple account structures and employs various analytical approaches, operating as a fiduciary when advisory agreements are in place.

Jeffrey Becker is a CFA charterholder with four years of industry experience, currently an advisor at Farther since 2025. Prior to joining Farther, he worked at First Citizens Bank, Silicon Valley Bank (SVB Wealth), and BNY Mellon Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Charles Hinman is a CFA® charterholder affiliated with Cresset Asset Management, LLC in San Francisco, CA. He has held roles at firms including Baker Street Advisors, Avalon Capital Management, Fiera Capital, and Wellington Management. Prior to his financial services career, he worked at the U.S. Commercial Service and was associated with Tufts University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

William Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. Outside of his advisory role, he has been employed at Miramonte High School since 2022. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection.

Ki Hin Lai is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at HSBC Bank USA National Association, Hongkong & Shanghai Banking Co, Deloitte, and KPMG Tax Services Limited. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm combines model risk profiles and strategic asset allocation with third-party fund due diligence and provides services that include the Offshore Spectrum program for qualified non-resident aliens.

Mitchell Struthers is a CFA® charterholder with nine years of industry experience, currently serving at Savant Wealth Management. He previously worked at Desmond Wealth Management, Inc., Thomas Doll CPA's, P.C., and operates a tax and consulting CPA business. Outside of his advisory role, he is the CFO of Struthers Family Operating Company LLC. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.