Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Nasser Ahmad is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and a Series 66 license. He has 17 years of industry experience, including prior roles at Arbor Point Advisors, Securities America Advisors, and LPL Financial. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

Maria Rogers is a Series 66-licensed financial advisor at Cresset Asset Management, LLC with four years of industry experience. Prior to joining Cresset in 2023, she worked at First Republic Securities Company and First Republic Investment Management. She has also been involved with the Cal Ripken Sr Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Chao Zheng is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Bordeaux Wealth Advisors and two separate one-year terms at Calvert Research and Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

David Mclaughlin is a CFA® charterholder with 16 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America, Merrill, and various Citi entities. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Winny Lin is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 2004. Outside of her advisory role, Lin volunteers as a host for a Chinese radio program focused on activities for youth and young adults in the Bay Area. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, including fee-based advice, retirement plan consulting, and variable annuity solutions, with a significant focus on non-discretionary asset management.

Jaclyn Magbitang is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with 11 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Eagle Strategies since 2022. Her prior experience includes roles at Nylife Securities, LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial services career, she was involved in the restaurant industry. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting, leveraging a broad network of investment adviser representatives and a combination of proprietary and third-party investment strategies.

Sarah Buchardt is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, following three years at Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, delivering advice without discretionary trading authority.

Ian Linford is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC for six years. Linford serves on the investment committees of the Elizabeth F. Gamble Garden and the International School of the Peninsula, both nonprofit organizations in Palo Alto. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a range of liquid strategies, independent managers, and private alternatives.

Derek Ackerman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Focus Partners Wealth, Bordeaux Wealth Advisors, and served in various roles at Santa Clara University, PayPal, and NGINX, Inc. Outside of finance, he was involved with Dackerman Sports LLC for five years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process centers on macroeconomic research and customized Investment Policy Statements, utilizing a blend of liquid strategies, independent managers, and private alternative investments.

Judy Fong is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2014. Outside of her advisory role, she serves as board secretary for Blue Oaks Church, where she records meeting minutes and decisions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, including Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Langyu Wang is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Focus Partners, he worked at the University of Chicago, Chenxi Capital, and Deloitte in various roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan 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.

Cornelius Dempsey III is a financial advisor with Independent Financial Group, LLC in Los Altos, CA, holding Series 63 and Series 66 licenses and with 37 years of industry experience. He has been with Independent Financial Group since 2011 and previously worked at QA3 Financial LLC and Securities America Advisors, Inc. He is also the sole owner of Dempsey & Associates, a marketing DBA. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party asset managers, employing a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Andreja Dugacki is a financial advisor at TIAA-CREF with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers various portfolio management options and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Evelyn Liu is a financial advisor with Transamerica Financial Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and is also involved with Matrix Insurance Agency and Athenian Realty, where she conducts real estate sales. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Hsueh Liu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Liu’s career includes roles at Oaktree Funding Corp, Keller Williams, and TruDream Investments LLC, among others. Outside of advisory work, Liu is involved in real estate sales and mortgage loan origination. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Alexander Jack is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He previously worked at First Republic Investment Management, Inc. from 2016 to 2019 before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

David Wu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. His background includes roles in estate planning services and bilingual health insurance sales, as well as involvement in youth coaching as the long-distance track coach at Francisco Middle School. Wu also provides occasional college consulting workshops through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Diane Tycangco is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Aurum Capital Management and Franklin Templeton. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients along with institutional investors, offering portfolio management, financial planning, and brokerage services through an integrated platform that includes discretionary and non-discretionary solutions as well as alternative investment placement.