Daniel Lee is a Series 66-licensed financial advisor at IEQ Capital, LLC with 14 years of industry experience. He previously worked at First Republic Investment Management for ten years and at Certuity, LLC for one year before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm emphasizes separately managed accounts and offers access to alternative investments through a centralized research process and partnerships with independent managers.

Cristina Albright is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for 14 years and Summit Financial Advisors, LLC for 26 years. Outside of advising, she is also a notary and a real estate salesperson/referral specialist in a limited capacity. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offering customized portfolio strategies and integrated financial planning with affiliated trust and insurance services.

Angus Smith is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hall Capital Partners, LLC. He earned a Bachelor of Science degree from the University of Southern California. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and alternative investments, managing approximately $35.4 billion across a platform that includes co-investments and specialized offerings such as digital asset exposure.

Robert Skinner Jr. is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Skinner serves on the boards of several nonprofit organizations, including the University of Connecticut Foundation, First Tee of Monterrey, and the Pebble Beach Company Foundation. He is also involved as an advisory board member for multiple investment funds and is a limited partner in a junior hockey league team ownership entity. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to both liquid and private alternative investments, supporting a broad range of sophisticated investment strategies.

Michelle Brownstein is a CFP® professional with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2023 after previously working at Personal Capital Advisors Corporation from 2016 to 2023 and Empower Advisory Group in 2023. Outside of advisory work, she owns rental property in San Francisco. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management guided by an internal Investment Committee.

Dieuthy Guiley is a CFP® and holds a Series 65 license, currently working at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners, he worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Jackson Yelland is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he worked at Wealthspire Advisors and has a diverse background including roles at College Truckers and Salt Creek Grille. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments.

Spencer Haly is a Series 65 licensed financial advisor with 10 years of industry experience. He has been with IEQ Capital, LLC since 2019 and previously worked at First Republic Investment Management, Inc. from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and other entities such as trusts and foundations. The firm’s investment approach incorporates centralized macroeconomic research, client-specific Investment Policy Statements, and a mix of liquid strategies, third-party managers, and private alternatives.

Bryce Heringer is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior work includes roles at Strategic Wealth Advisors Group, LLC and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Wan Chieh Lin is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2015, as well as World Financial Group since 2010. Lin is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Barnaby Levin is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Bryce Todd is a financial advisor at IEQ Capital, LLC with Series 65 credentials and experience at Franklin Templeton and IEQ Capital. He began his career after completing roles in education at Miami University and Saint Charles Preparatory School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates liquid and private alternative investments through a centralized investment process.

Matthew Vinson is a CFA® charterholder and Series 63 licensed advisor with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Shaun Zanganeh Investments, Atlassian Inc, Generate Capital, EY, YieldStreet, and Deutsche Bank. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates macro and manager research, independent managers, and a mix of liquid and private alternative investments.

Vidusshi Hingad is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, she held roles at StoryHouse Ventures, Edulis Labs, and Pomona College, including work in psychological science and career development. Her background also includes involvement in social cognition research and consulting. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Cole Mc Gowan is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience at Canterbury Consulting and Vouri. 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 process involves centralized macroeconomic research, customized Investment Policy Statements, and a mix of liquid strategies, independent managers, and private alternatives.

Leon Baer is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was with First Republic Investment Management, Inc. for two years and spent three years at American University. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, and other entities. The firm offers discretionary SMA management along with family-office and administrative services, OCIO engagements, donor-advised fund support, and assistance with digital asset exposure, employing a centralized macroeconomic research process and multi-phase due diligence in its investment approach.

Jennifer Ellison is a CFA charterholder with 22 years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously spent 20 years at Bingham, Osborn & Scarborough, LLC. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach focuses on asset-allocation driven model portfolios, written investment policy statements, and IPS-based monitoring, managing the majority of assets on a non-discretionary basis.

Eric Kohlmeister is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and several other firms. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, fixed-income sub-advisory, retirement plan investment management, and various operational supports. The firm manages approximately $41 billion in assets across about 42 advisors and combines enterprise scale with a high client and asset load per advisor.

Frank Hurley is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs.