Christian Nelson is a financial advisor at IEQ Capital, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at First Republic and Zacks Investment Management. Nelson has been with IEQ Capital since 2019. 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 informed by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Nasser Ahmad is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC, having joined in 2024, and previously worked at Arbor Point Advisors, Securities America, LPL Financial, Fidelity, and Bancwest Investment Services. His background includes roles in investment advisory and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment approaches, combining fundamental and technical analysis, tactical trading, and structured products, with access to alternative investments and donor-advised funds.

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 Series 65 credentialed advisor at Focus Partners Wealth, LLC with eight years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at Bordeaux Wealth Advisors for eight years and held roles at Calvert Research and Management and the University of Maryland. 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 with attention to tax and fee sensitivity, utilizing a mix of active and passive strategies and offering customized portfolios based on client-specific factors.

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.

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 credentials 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 industry career, she was involved in the restaurant business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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 a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture investment platform.

Sarah Buchardt is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones before joining Charles Schwab entities in 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance and trades executed only with client authorization.

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 two years of industry experience. He holds a Series 65 designation and has worked at several firms including Focus Partners Wealth, LLC and Bordeaux Wealth Advisors. Prior to his advisory career, 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 and families, as well as trusts, foundations, endowments, and nonprofit 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.

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 at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, Wang held positions at the University of Chicago, Chenxi Capital, and Deloitte. 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 utilizing a mix of active and passive strategies tailored to clients’ risk tolerance and financial circumstances.

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 at Transamerica Financial Advisors with Series 65 and Series 63 licenses and eight years of industry experience. His background includes roles in estate planning services and health insurance, where he provides bilingual Medicare Advantage support to seniors. Outside of his advisory work, Wu serves as a long-distance track coach at Francisco Middle School and offers occasional college consulting and estate planning education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models. The firm manages both discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser.

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.

Tara Ellis is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Money Concepts Capital Corp., Minnesota Life Insurance Company, Securian Financial Services, and Compass Capital Management. Outside of her advisory work, she serves on the board of advisors for Heatrx, a pest control bedbug remediation company, and holds a partner role in its Los Angeles expansion, contributing to sales training and operations. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.