Alexander Joseph is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for five years. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs through a broad range of advisory and brokerage services. The firm offers programs including asset management, consulting, retirement services, and financial planning across discretionary and non-discretionary platforms.

Yi Zhou is a CFP® professional at Mercer Global Advisors Inc. with six years of industry experience. Zhou has worked at multiple financial firms, including Aspiriant, LLC, BMO Harris Bank N.A., and LPL Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services as well as financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs and separate account managers.

Kristin Nicholson is a CFP®, CFA®, and Series 63 credentialed financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She previously worked at First Republic Investment Management, Inc. for 19 years before joining Rockefeller Capital Management and Rockefeller Financial LLC. Outside of her advisory role, she serves as a mentor and board member for SHE-CAN Global, a nonprofit organization supporting young women from post-conflict countries. 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 a range of services including discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Adam Lawlor is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in San Francisco, CA. His prior experience includes roles at Citi Private Bank and Legato Capital Management LLC. Outside of financial services, he operates a woodworking business creating and selling cutting boards locally and online. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, utilizing multiple program types ranging from client-directed to fully discretionary strategies. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management and rigorous fund due diligence.

Robert Mauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, LLC and Napa Valley Wealth Management. 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 allocation investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Timur Zeinapur is a financial advisor at Cresset Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by structured due diligence and private fund management.

Becky Chen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 15 years prior to joining Rockefeller Capital Management and its affiliate Rockefeller Financial LLC. Outside of her advisory work, she owns a photography business and participates as an event coordinator for a local arts advocacy organization supporting women artists. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a wide range of investment and insurance services.

Rita Abraldes is a financial advisor with Ameritas Advisory Services, LLC in San Francisco, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Ameritas since 2015 and is also associated with Boom Planning and Canvas Financial, where she prepares financial plans and supports client communications. Ameritas Advisory Services, LLC provides 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 range of investment strategies and utilizes multiple program platforms, offering asset management, financial planning, and retirement plan advisory with a focus on customizable portfolios and extensive product options.

Brian Murphy is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Murphy serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary services with strategic asset allocation and manager selection.

Jeffrey Tong is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he spent a year at PricewaterhouseCoopers and was associated with the University of San Francisco for six years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining in-house research and security-pricing functions.

Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Andrew Fisher is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 15 years at Worldview Wealth Advisors. Fisher is based in San Francisco, CA, and holds a Series 63 license. Cerity Partners LLC is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including 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. Cerity emphasizes diversified asset allocation and utilizes both proprietary quantitative screening and third-party managers.

Barry Kaiman is a financial advisor with Schwab Wealth Advisory in San Francisco, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Fidelity Investments, Vanguard, TIAA-CREF, LPL Financial, Citizens Securities, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models, internal research tools, and at-least-annual reviews tailored to individual goals, while trades require client authorization and management often involves third-party or affiliated money managers.

Christopher Chase is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank, among others. He is based in San Francisco, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a disciplined, risk-aware approach that incorporates strategic asset allocation, active and passive management, and a variety of alternative investments.

Jay Wirig is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 21 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Asset Management, Jnjp Certified Public Accountants, and PensionOne Advisors, among others. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Logan Tonsberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and beginning his career in 2026. Prior to joining Wealth Enhancement, he worked at IGT and Aruza Pest Control, and he has an academic background including time at the University of Nevada, Reno. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process integrates diversified risk-class based allocations using both passive and active strategies, with portfolio oversight by an internal Investment Committee.

Justin Amen is a financial advisor with Valic Financial Advisors in Oakland, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at RBC Capital Markets LLC from 2022 to 2024. Amen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He is currently with Cerity Partners LLC and has previously worked at EXTENDED Travel and The Mather Group. Nathan's background includes four years at Indiana University and four years at Miramonte High School. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.