Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Crowdstrike, Conga (Apttus), Google Contract (Infosys), and Symantec (Norton). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Isabella Torre is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 66 designation. Prior to joining IEQ Capital, she worked at RBC Capital Markets, LLC and has held roles at the Atlantic Council and Georgetown University's McDonough School of Business. She has also been affiliated with the Council on Foreign Relations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic-driven investment process and offers tailored portfolios including liquid strategies, independent managers, and private alternatives.

Jayant Joshi is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He has one year of industry experience, including prior roles at Mercor, Chick-Fil-A, and Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. 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 private alternative investments.

Thomas Mcguirk is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities and Hightower Advisors since 2010. Outside of his advisory work, he owns a commercial crab fishing business, Cowboy Fishing Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, alongside proprietary research and a variety of investment vehicles.

Daniel Dunham is a CFP® and ChFC® affiliated with Cerity Partners LLC, with two years of experience in the financial advisory industry. Prior to joining Cerity Partners, he worked at DWR Wealth Management and has been involved with Dunham Associates CPAs, Inc., an accounting and consulting firm where he assists with tax preparation and representation. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm provides customized wealth management services with an investment approach that integrates client-specific profiles and a combination of proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Cheng Aik Ong is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. He has worked with HSBC and associated entities since 2013, including roles at Cetera Investment Services LLC and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory responsibilities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios, utilizing a risk-profile-based investment approach supported by HSBC Global Asset Management and third-party providers.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Dylan Bowsky is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Provident Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored solutions for a broad client base.

Mason Fung is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he had roles associated with Boston College and Hamilton Zanze. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach centers on macroeconomic research and customized Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternatives.

William Carlen Jones is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Mathew Blurton-Jones and roles at the University of California, Irvine and Santa Barbara. Outside of his advisory work, he is involved as a representative for a pension education platform, Pension 101. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and implements model-based portfolios, incorporating market-timing and momentum-based strategies in some programs.

Nicolle Baria is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at IEQ Capital since 2019, following roles at First Republic Investment Management and Northwestern Mutual Investment Services. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Andrew Newmark is a financial advisor at IEQ Capital, LLC. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at The Olivier Group, Rockefeller Capital Management, and RFK Racing. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutions. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, independent managers, and private alternative investments.

Michael Henry is a CFP® professional with 10 years of industry experience, currently serving as an advisor at IEQ Capital, LLC since 2019. He previously worked at Bank of America, N.A. and Merrill. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments across liquid and private markets.

Michael Britton is a Series 66-credentialed advisor with PlanMember Securities Corporation, based in Alameda, CA, and has four years of industry experience. Prior to joining PlanMember, he worked at Raymond James Financial Services Advisors and has held a director role in supply planning and co-manufacturing at Peet's Coffee since 2017. Outside of his advisory work, he maintains a self-employed practice focused on investment-related insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on ERISA Section 3(38) fiduciary responsibilities and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services including seminars and personalized retirement planning.

Ronnyjane Goldsmith is a financial advisor with Steward Partners Investment Advisory, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Raymond James Financial Services. Goldsmith is also the author of a book profiling City College of New York alumni who have made significant social impacts, with proceeds supporting a student fund at CCNY. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.

David Won is a financial advisor at IEQ Capital, LLC and holds a Series 65 designation. He has one year of experience in the industry following a ten-year career with the United States Marine Corps. 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 incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Frank Mcfarland III is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company, LLC from 2013 to 2019. 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 combines centralized macro and manager research with investments in liquid and private alternative assets, serving clients generally with net worth at or above $10 million.

William Crocker 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 Franklin Templeton, Bertram Capital, and Olukai. Prior to his advisory roles, he was involved with Camp Longhorn and Barbara Butler Artist Builder. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and employs a centralized investment process that includes independent manager research and allocation to alternative investments.