Caden Wheeler is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. He has also been involved with Menlo Circus Club, where he teaches swim lessons and coaches practice for children aged 2 to 15. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm utilizes a centralized investment process with a focus on alternative investments and offers specialized services including digital asset exposure and private placement life insurance sub-advisory.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Cetera Wealth Services, Sageview Advisory Group, ForUs Advisors, and BPM Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lauren Hansen is a CFA® charterholder currently with IEQ Capital, LLC, where she has worked since 2026. She has prior experience at Mercer, Corepower Yoga, Santa Barbara County Employees Retirement System, O’Neill Surf Shop, and Hansen & Rutherford, LLP. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment process includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 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 includes centralized macroeconomic research, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. 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 includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Ethan Staller is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. 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 integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

Ryan Patterson is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at IEQ Capital since 2019, following a three-year tenure at First Republic Investment Management. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, third-party Independent Managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Corient in Menlo Park, CA, and has previously worked at Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, among other roles. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized platforms, incorporating risk management tools and alternative investments where appropriate.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at DC Advisory and Scholars of Finance. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, combining liquid strategies, third-party Independent Managers, and private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior work includes roles at First Republic Investment Management, Inc. and Evidation Health. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and active and passive strategies across public and alternative asset classes.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with five years of industry experience. Cheng holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services 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, combining centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Yvonne Thomas is a financial advisor with PNC Wealth Management in Burlingame, CA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs. The firm’s approach features an invitation-only, employee pilot program with limited direct client interaction and a focus on strategic portfolio implementation.

Evan Stafford is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he has been involved with businesses related to GoldKey Marine and GoldKey Wine and Self-Storage. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing liquid strategies, third-party independent managers, and private alternative investments.

Todd Barney is a CFP® with 26 years of industry experience, currently associated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Potentia Wealth, Invesco Distributors, and OppenheimerFunds Distributor. Barney serves on the finance committee of the Ronald McDonald House in Palo Alto, a philanthropic organization supporting families requiring extensive medical treatment. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes multiple investment approaches and provides access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program.

John Palladino is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016. He also serves as a director on the board of the 10 Scenic Way Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

John Auer is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior roles include positions at Goldman Sachs and Webster Bank. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios including liquid strategies, third-party independent managers, and private alternatives.

Jon Ekoniak is a CFP® professional with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors, Jon Ekoniak Consultancy, and Charles Schwab & Co. He is based in Menlo Park, CA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.