Alexander Brugger is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He has held roles at IEQ Capital since 2019 and previously worked at First Republic Investment Management and First Republic Securities Company. Brugger holds a Series 66 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to digital assets through Fidelity Digital Asset Services.

Steven Koury is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Citi since 2017 and previously was affiliated with Waddell & Reed and various insurance carriers. Outside of his advisory role, he serves as a parent volunteer board member and treasurer of the Burlingame Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Nicholas Chang is a financial advisor at IEQ Capital, LLC with a Series 65 designation and experience at multiple firms, including Thruline and MacDougall Advisors. He has been in the industry since 2018. Outside of finance, he was involved with Dark Matter Coffee in 2022. 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 integrates both liquid and private alternative investments through a centralized research process.

Robert Hanson is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parallel Advisors, LLC and Franklin Templeton Investments. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Riley Cantwell is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PEERS & Co and Sundance Bay. Cantwell’s background also includes a four-year period at Claremont McKenna College. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Amelia Goldstein is a Series 65-licensed financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital, she worked at Houlihan Lokey and Bloomberg LP. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Samuel Shephard is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FIRST REPUBLIC Securities Company, LLC for six years before joining IEQ Capital in 2019. 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 combines centralized macro and manager research with access to independent managers and alternative investments, managing approximately $35.4 billion across a range of separately managed accounts and family-office services.

Jack Shepard is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at CU Boulder from 2018 to 2022 and Sacred Heart Prep High School from 2014 to 2018. 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 focuses on separately managed accounts with a net worth threshold generally at or above $10 million, employing a centralized macro and manager research process and offering access to alternative investments through an integrated private-investment platform.

Joanna Cui is a CFP®-designated financial advisor with over 31 years of industry experience. She is affiliated with Eagle Strategies (New York Life) and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 1994. Since 2012, she has operated Joanna Cui Financial & Insurance Services, providing group health insurance for Silicon Valley start-ups and life insurance products through BISYS. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides a range of advisory programs, focusing primarily on non-discretionary assets and working with various institutional sponsors within an integrated New York Life affiliate structure.

Robert Zimmerman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Merrill for ten years before joining Citigroup Global Markets in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with brokerage and custody services. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant, and provides bespoke solutions for high-net-worth clients.

Christopher Bache is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Windward Capital Management, and First Republic Securities Company. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities, emphasizing customized investment policy statements and multi-phase due diligence. The firm combines liquid strategies, third-party independent managers, and private alternative investments, with a focus on clients having net worth of $10 million or more.

Sophie Langlois is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Fidelity Investments. Outside of finance, she has experience working at Jules Place Art Gallery. 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 emphasizes a diversified investment approach that includes liquid and private alternative investments through an integrated private-investment platform.

Hannah Quinton is a financial advisor at Charles Schwab with 19 years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and its affiliated entities since 2016 and was previously employed at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid advisory model combining non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Ali Shan is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop customized financial plans aligned with their distinctive goals and priorities. His approach incorporates investment planning, retirement planning, and tax-efficient investing to assist clients in growing, protecting, and transferring wealth. Ali has held various roles in the financial services sector, including Investment Consultant at Fidelity Investments from 2024 to 2025, Sr. Premier Banker at Wells Fargo from 2022 to 2024, Financial Advisor at ADP Merrill Lynch from 2021 to 2022, and Relationship Manager at Bank of America from 2020 to 2021. He holds a California Insurance License and is proficient in Hindi, Punjabi, and Urdu. Outside of his professional duties, Ali engages in cooking and baking, enjoys outdoor adventures, and traveling.

Joseph Yapaola is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Ameriprise Financial Services, LLC and has prior experience with Wells Fargo Clearing and BancWest Investment Services. He serves on the Board of Directors for the Sequoia Hospital Foundation in Redwood City, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and investment options influenced by affiliated product ecosystems.

Robert Tracy is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory work, he is a co-owner of a sports cards and memorabilia business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Eddy Shum is a CFP® and PFS™ credentialed financial advisor with 38 years of industry experience. He is currently with LPL Financial and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and USA Financial Securities Corporation. He also operates Peak Retirement, Inc. and EH Shum Financial Solutions. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with diverse model portfolios and research resources.

Darrin Chow is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial services industry, including Senior Financial Consultant at E*TRADE Securities, LLC from 2014 to 2022, Financial Advisor at BancWest Investment Services, Inc. from 2013 to 2014, Financial Solutions Advisor at Merrill Edge from 2011 to 2013, and Paraplanner at Ameriprise Financial Services, Inc. from 2010 to 2011. His approach involves co-creating customized financial strategies focused on long-term goals, emphasizing individual definitions of financial independence. Darrin holds a California Insurance License. Outside of work, Darrin engages in personal interests such as hiking, movies, music, reading, tennis, and traveling.

Tommy Romero Jr. is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2000, totaling 26 years with the firm and 21 years of industry experience. Based in Woodside, CA, he is part of a large team serving a diverse client base. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm utilizes a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Nicholas Rogers is a financial advisor with Morgan Stanley in Burlingame, CA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.