Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital serves high-net-worth individuals, families, business owners, and executives with comprehensive financial planning and investment management, using a combination of wrap-fee programs and third-party money managers to tailor portfolios according to client objectives.

Adrianne Yamaki is a CFP® with 21 years of experience in financial services. She is currently with Strategic Wealth Capital and has previously worked at Sanctuary Wealth and Morgan Stanley in various roles. Outside of her advisory work, she serves as an officer and director for Impart Wealth/Impart Digital Media and is a council member for the Bay Area chapter of Common Sense Media, a nonprofit focused on media and technology choices for children and families. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of strategies across multiple asset classes and offers services on both discretionary and non-discretionary bases.