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.

Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors. Outside of finance, she has experience working with Pilates V. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax and fee sensitivity and offers a range of strategies including active and passive management, private funds, and specialized sleeves like Options Income Overlay and TrendWise.

Morgan Friel is a financial advisor at IEQ Capital, LLC holding a Series 65 designation. He joined IEQ Capital in 2025 after eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. Friel has no prior industry experience before joining IEQ Capital. 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 with an investment approach that integrates macro and manager research, independent managers, and allocations to liquid and private alternative investments.

Bradley Stinn is a financial advisor at Cresset Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eaton Vance Distributors, Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co., LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across public and alternative assets.

Ying Shi is a financial advisor at Transamerica Financial Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses. In addition to her advisory role, she serves as an independent board member of Kiwi Drop Inc and is associate director at Stanford University, managing events to promote faculty research to the alumni community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party model portfolios through discretionary and non-discretionary platforms.

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.

Andrew Porter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at Portola Partners and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using advanced risk management tools.

Jack Nelson is a Series 65 licensed financial advisor at Corient with one year of industry experience. His prior roles include positions at Crewe Advisors, Andersen, and Thomas Doll CPA's. He previously worked in education at Brigham Young University and Monte Vista High School. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

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.

April Sullivan is a financial advisor at Corient with five years of industry experience. She holds Series 66, 63, and 65 licenses and has worked at several firms including Portola Partners and Brownson, Rehmus & Foxworth. She is currently based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies and third-party managers, with active risk management and access to alternative investments and private fund platforms.

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.

Jeffrey Lin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc. and Portola Partners. Jeffrey has been with Corient and its related entities since 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

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.

Diana Pastrana is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Royal Alliance Associates, Inc., Equitable Advisors, LLC, Chewse, and UCSF Medical Center Parnassus. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets. The firm serves more than 24,000 clients through a network of about 366 advisors, offering advisor-managed portfolios, model portfolios, third-party manager programs, and various financial planning services across an open-architecture platform.

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.