Frank Hurley is a financial advisor at IEQ Capital, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Richard Rodriguez is a CFP® with 14 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd and previously worked at LPL Financial, Royal Alliance Associates, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory roles, he was involved with Diamond Skills Camp for over a decade. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a range of financial planning and outsourced CIO solutions.

Ana Galutera is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. She previously worked at Galileo Planning Group for 17 years and at Brownson, Rehmus & Foxworth, Inc. for four years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services focused on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Yunyan Zhou is a financial advisor at Citigroup Global Markets with six years of industry experience. Zhou holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank, HSBC Securities, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as swap dealer and futures commission merchant, supporting both discretionary and non-discretionary investment solutions.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 37 years of industry experience. She has previously worked with Mariner Independent Advisor Network and LPL Financial. Barsocchini provides investment advisory services and has operated an independent advisory business through Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and managed account solutions. The firm’s fiduciary-based model involves both discretionary and non-discretionary management, utilizing proprietary technology platforms and third-party strategists.

Perry Mikic is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He joined IEQ Capital in 2024 and has prior experience at Cicero Technologies and TBI Financial, among other roles. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through an extensive platform, managing approximately $35.4 billion in assets.

Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2018 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a point-in-time financial planning service and optional managed account solutions.

Zachary Herlick is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC prior to joining Corient. Corient serves a diverse client base ranging from individuals and high-net-worth clients to trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party managers and customized asset allocation, and offers specialized services through affiliated family office, tax, and corporate trustee platforms.

David Arizini is a financial advisor at Cresset Asset Management, LLC with 31 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 Company. Outside of his advisory role, he is involved as managing partner of an LLC that operates an active vineyard. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides services such as portfolio management, wealth planning, private fund advisory, and family office solutions.

Kevin Lyle 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 LPL Financial, Securian Financial Services, and Minnesota Life Insurance Company. His background includes roles in both financial advisory and insurance services. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment process relies on centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, independent managers, and private alternatives.

Caitlin Ford is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a centralized macroeconomic research process and constructs portfolios using a mix of liquid strategies, independent managers, and private alternative investments.

Alicia Mchugh is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Holdings, and LWI Financial. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Samantha Colleran is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Whittier Trust. Outside of her advisory role, she has experience in educational and nonprofit settings, including positions at Chapman University and Grace Fellowship Church. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent manager research and access to alternative investments through a proprietary platform.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at GW & Wade in various capacities from 2015 to 2023 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Benjamin Steed is a CFA® charterholder with 14 years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Sepio Capital, Bank of America, and Merrill. 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 integrates macro and manager research with alternative investments and operates an extensive private-investment platform managing approximately $35.4 billion in assets.

Sang Le is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He has held his current position since 2007. Outside of his advisory work, he owns a rental property in Castro Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains roles as a swap dealer and futures commission merchant.

Adam Beard is a financial advisor at IEQ Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Jefferies & Company, Inc. Beard serves on the Board of the Boston Youth Symphony Orchestra as a member of the Development Committee. 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 access to independent managers and alternative investments, managing approximately $35.4 billion in assets.

Minnie Sanford is a CFP® and holds a Series 66 license with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Her prior experience includes positions at Bingham, Osborn & Scarborough LLC and Bailard, Inc. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Andrew Venturi is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Sepio Capital, Bank of America, and Merrill Lynch. 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 process integrates centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Anna Wuzhen is a financial advisor with Citigroup Global Markets in Millbrae, CA, holding Series 65 and Series 63 licenses and 10 years of industry experience. Her prior roles include positions at HSBC Bank USA and CTBC Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market functions such as swap dealing and futures commission merchant roles.