Frank Marinaro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he worked for Emery & Howard Portfolio Management for 21 years. Based in San Mateo, CA, he provides advisory services within a large enterprise firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting, supported by a broad team and centralized infrastructure.

John Mc Court II is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he held positions at Aerotek, Robert Half, and Blackberry. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios comprising liquid strategies, third-party managers, and private alternatives.

Jennifer Cheung is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She operates Ruby Legacy Financial and Insurance Solutions and serves as a board member of the Asian Real Estate Association of the East Bay. Cheung is also active in community service organizations, including the Wa Sung Community Service Club and the Asian Advisory Committee on Crime. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, delivering mostly non-discretionary asset management alongside advisory services connected to insurance and annuity products.

Sanjay Foster is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AlTi Tiedemann Global and Marks Baughan Securities, LLC. His background also includes roles outside the financial sector, including positions at the University of Richmond and Upper Duplin High School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines centralized macro and manager research with access to alternative investments and offers specialized services such as PPLI sub-advisory and digital asset exposure.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. 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 emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.

Spencer Gordon 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. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. 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, employing a centralized investment process that incorporates independent managers and alternative investments through platforms such as iCapital.

Darren Gee is a CFP® with 10 years of industry experience and is currently with Mercer Global Advisors Inc. He has previously worked at Stratos Wealth Partners, LPL Financial, Charles Schwab, and JPMorgan Chase. His background includes roles at both brokerage and banking institutions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Morgan Friel is a financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked for eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. He holds a Series 65 credential. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm emphasizes a research-driven investment process and offers additional family-office services, OCIO engagements, and access to digital asset investments through Fidelity Digital Asset Services.

Ying Shi is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses and has served on the board of Kiwi Drop Inc., a company focused on connecting small business owners with merchandise from China through social media and live broadcasting. She is also involved with 996 Partners LLC and works as an associate director managing events at Stanford University to promote faculty research to alumni. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, serving both discretionary and non-discretionary clients.

Julia Boustany is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she worked at Morgan Stanley and held various roles at the University of Southern California, The Pacific Bridge Companies, ReInvest Capital, and Occidental College. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Chelsea Salins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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.

Michael Glasser is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Summit Financial Advisors, LLC and FC Naples. MAI Capital Management, LLC provides discretionary and non-discretionary 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 customizes portfolio management across a range of strategies and serves in both advisory and product-sponsor capacities, managing substantial assets and affiliated investment vehicles.

Rigoberto Ruiz is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Edward Jones, and Wells Fargo Clearing Services. Outside of his advisory work, he is the owner of Armor Property Investment LLC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client goals and Plan Sponsor criteria, primarily managing assets on a non-discretionary basis.

John Micek IV is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Third Leaf Partners and Criterion Capital Management. Outside of advising, he is the proprietor of Red Stitch Wine Group, a Napa winery, and serves as a director of a cybersecurity startup, Circle Systems. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm’s investment approach combines macroeconomic research with customized Investment Policy Statements, utilizing a diverse mix of liquid strategies, independent managers, and private alternatives.

Rafael Velez III is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial, LLC for 14 years and at Summit Financial Advisors, LLC for 27 years. Velez serves as a vice president and board member of Youth Experience Sponsorship, a nonprofit organization. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and other services into client relationships.

Jarrad Schultz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at City National Rochdale for six years and Wells Fargo & Company for three years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. 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.

Douglas Poetzsch is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citi Private Bank for 11 years before joining IEQ Capital in 2024. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach includes centralized macro and manager research, the use of independent managers, and allocation to both liquid and private alternative investments.

Stephanie Chang is a CFP® and CFA® with eight years of experience in the financial services industry. She currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at Pillar Pacific Capital Management, Fisher Investments, LPL Financial, and Waddell & Reed. She serves as a successor trustee for a family trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, employing a diversified investment approach that combines passive and active strategies with quantitative, momentum, and fundamental analysis.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit 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.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. 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, employing a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments.