James Morris is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2024. Prior to joining IEQ Capital, he held positions at CITIGROUP and J.P. Morgan Chase Bank. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Edward Broome is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also associated with LSPN Pro, LLC, where he provides estate planning services and client communications. Broome is involved in sales of insurance and non-insurance products affiliated with Transamerica. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Mukund Madabhushi is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previously worked at Nova Capital Partners and Sanofi. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party solutions, and offers affiliated private fund capabilities and specialized trust services.

Rebecca Mc Court is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Stone Point Capital. Her background includes four years at Boston College prior to entering the financial industry. 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 combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion and focusing on separately managed accounts and family-office services.

Daniel Nowak is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He has worked at IEQ Capital since 2019 and previously held roles at First Republic Investment Management, Ernst & Young, Arcis Golf, and Washington University in St. Louis. 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.

Steven Keirn is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and G.W. & Wade Asset Management Company, Inc. Keirn is also a manager of Orzo Newport LLC, an entity established solely to own a primary residence. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Michael Duffy is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial, Mariner Independent Advisor Network, Bank of America, and Merrill. Outside of his advisory work, he is an author of multiple books titled "The Happiness Book" series and owns a publishing business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Joshua Jung is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Merrill, J.P. Morgan Securities, and HSBC Bank. Outside of finance, he has had involvement in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Joseph Zambri is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the San Francisco Golf Club and La Jolla Country Club. 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 macro and manager research process that includes independent managers and alternative investments.

Melissa Shaw is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to that, she was with Strategic Advisers, Inc. and Fidelity Brokerage Services LLC from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and manages accounts through model portfolios or customized solutions.

William Grayson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He previously worked at RBC Wealth Management and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves on several boards, including as Chair of the Board of Directors for the Presidio Trust and President of the Villa Taverna Club. 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, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Ronald Matsui is a Certified Financial Planner® with 25 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Matsui operates wealth management businesses under LPL and is involved with strategic wealth advisory activities. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides a range of investment advisory services through a network of representatives, offering access to various asset managers, separately managed account programs, and portfolio management solutions tailored to client objectives.

Tyler Johnson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a diverse client base that includes individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers.

James Hering is a CFA® charterholder with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Union Square Investment Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates a variety of active and passive strategies and offers specialized solutions such as an Options Income Overlay and a trend-following “TrendWise” sleeve.

Janice Fong is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Royal Alliance Associates, Inc., Signator Investors Inc., and Dennis Pettinelli. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture investment approach.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. 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 integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC 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 combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Deborah Camillo is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management, Inc. Her career includes roles at both wealth management and securities firms. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of related entities offering trust, advisory, and private fund services.

Kirill Solovyev is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He joined the firm in 2026 and has a background that includes positions at Levi Strauss & Co and Pepperdine. Outside of advising, his prior experience includes work at the high school level. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party managers, and diversified portfolio strategies, supported by an extensive network of affiliated service companies.

Jonathan Holt is a financial advisor at Corient with two years of industry experience and holds a Series 65 credential. His prior roles include positions at TCW and Russell Investments. He has also been involved with UCLA Recreation and worked at the University of California, Los Angeles. 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 employs a goals-based, team investment approach using both in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management tools.