James Garner is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, MassMutual, and Cambridge Investment Research. Outside of his advisory role, he serves as Field Service Manager for several benefit associations supporting fire fighters and law enforcement personnel. PlanMember provides retirement-plan advisory services to employers and plan participants, offering ERISA Section 3(38) fiduciary services and participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Jacky Tam is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Transamerica since 2012. In addition to his advisory role, he is president of JJP Enterprise, Inc., a business unrelated to investments, and owns a second home. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for investment implementation and offers multiple program platforms such as Transamerica ONE and TFA365.

Heather Mazander is a financial advisor at Creative Planning with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Valic Financial Advisors, Regions Bank, and Agia. Outside of her advisory duties, she serves as a notary and provides this service for friends and neighbors on a voluntary basis. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a broad range of institutional and retirement plan services.

Griffin Grooms is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Agilis Advisors GmbH and StockX. 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’s investment approach combines centralized macroeconomic research with tailored Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Michael Denevi is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes positions at Merrill and Martin Thomas Wealth Management before joining Hightower in 2010. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Noah Lazenby is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at PacificHQ LLC, J.P. Morgan, Xen, Inc, Silicon Valley Bank, Visa, and the University of California - Santa Cruz. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture, integrating active and passive strategies and customized portfolio management.

Timothy Salunga is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at TIAA-CREF since 2016. Prior to that, he was with SigFig Wealth Management LLC and TD Ameritrade. Outside of his advisory work, he co-owns a rental condo with his wife. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between time-limited planning services and ongoing portfolio management, operating under a fiduciary standard and utilizing both model and customized portfolios.

Sara Leong is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning her industry career in 2023. Her prior experience includes roles at Tier One Investments, Stagwell, Inc., DriveWealth, LLC, and the University of Southern California. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, using a range of liquid strategies, third-party independent managers, and private alternative investments.

Yanxiao Li is a CFP® and Series 65 credentialed advisor with three years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously was with Bordeaux Wealth Advisors and Deloitte Tax LLP. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach focused on tax and fee sensitivity, using a combination of active and passive strategies and customized portfolios.

Daniel Lee is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Certuity, LLC, First Republic Investment Management, and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm emphasizes a macroeconomic research-driven investment process and offers discretionary SMA management, family-office services, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Lisa Ozaki is a CFP® with two years of industry experience, currently serving as a financial advisor at Mariner in Los Altos, CA. She has previously worked at Summitry, LLC and Allworth Financial. Mariner is an enterprise firm that serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm offers investment management, financial planning, retirement consulting, and integrated tax and family office services, utilizing customized portfolios overseen by an internal investment committee.

Cristina Albright is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for 14 years and Summit Financial Advisors, LLC for 26 years. Outside of advising, she is also a notary and a real estate salesperson/referral specialist in a limited capacity. MAI Capital Management, LLC provides 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 manages $72.3 billion in assets, offering customized portfolio strategies and integrated financial planning with affiliated trust and insurance services.

Angus Smith is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hall Capital Partners, LLC. He earned a Bachelor of Science degree from the University of Southern California. 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 alternative investments, managing approximately $35.4 billion across a platform that includes co-investments and specialized offerings such as digital asset exposure.

Robert Skinner Jr. is a financial advisor at IEQ Capital, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Skinner serves on the boards of several nonprofit organizations, including the University of Connecticut Foundation, First Tee of Monterrey, and the Pebble Beach Company Foundation. He is also involved as an advisory board member for multiple investment funds and is a limited partner in a junior hockey league team ownership entity. 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’s investment approach integrates centralized macro and manager research with allocations to both liquid and private alternative investments, supporting a broad range of sophisticated investment strategies.

Jason Pfannenstiel is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Bordeaux Wealth Advisors, Mirador Capital Partners, Sanctuary Securities, and Morgan Stanley. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and tax situations.

Michelle Brownstein is a CFP® professional with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2023 after previously working at Personal Capital Advisors Corporation from 2016 to 2023 and Empower Advisory Group in 2023. Outside of advisory work, she owns rental property in San Francisco. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management guided by an internal Investment Committee.

Dieuthy Guiley is a CFP® and Series 65 designated financial advisor at Cerity Partners LLC with four years of industry experience. He previously worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative screening, manager selection, and asset allocation with access to alternative and private market solutions for qualified clients.

Baodong Hu is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Investment Services LLC, East West Bank, and Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a scale that includes roles as a swap dealer and futures commission merchant.

Jackson Yelland is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he worked at Wealthspire Advisors and has a diverse background including roles at College Truckers and Salt Creek Grille. 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 emphasizes separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments.

Spencer Haly is a Series 65 licensed financial advisor with 10 years of industry experience. He has been with IEQ Capital, LLC since 2019 and previously worked at First Republic Investment Management, Inc. from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and other entities such as trusts and foundations. The firm’s investment approach incorporates centralized macroeconomic research, client-specific Investment Policy Statements, and a mix of liquid strategies, third-party managers, and private alternatives.