Bradley Howell is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at LCG Associates, Inc. for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm employs a centralized macroeconomic research process and builds portfolios using liquid strategies, independent managers, and private alternatives while offering ancillary family-office and administrative services.

Bennett Canady is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at RBC Capital Markets and Fidelity Investments. His background also includes roles in the wine industry and various short-term engagements in education and technology sectors. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process centers on macroeconomic research and client-specific policies, offering diversified portfolios that include liquid strategies, independent managers, and private alternatives.

Tam Diep is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Hightower Advisors, and First Republic Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Meenakshi Karamcheti is a Series 65 licensed advisor with IEQ Capital, LLC and has five years of industry experience. She has held roles at IEQ Capital since 2020 and previously worked in academic settings at Tufts University, Oxford College of Emory University, and Menlo School. 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Frank Lankford IV is a financial advisor with IEQ Capital, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at CitiGroup and J.P. Morgan, with roles spanning investment and securities services over a combined 12 years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process is centered on macroeconomic research and tailored investment policy statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Annaamalaii Palani is a Series 66-licensed financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) since 2020. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., First Republic PWM, and Fisher Investments. She is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lin Kong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Oracle Corporation, ServiceMax, Inc., General Electric, and World Financial Group, Inc. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides a range of discretionary and non-discretionary program options.

Michael Texido is a financial advisor at Cresset Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities in various roles from 2015 to 2023. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program for manager selection and ongoing monitoring.

Brendan Casey is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Nasdaq, AlphaSights, and Socorro Asset Management, among others. Brendan also has experience outside finance, including a position at Cain & Abel's Bar and Grill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macroeconomic research with diversified portfolio construction using liquid strategies, independent managers, and private alternative investments.

Michael Deggelman is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 credentials and has 49 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and proprietary research.

Thomas Glamuzina is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and Dynasty Wealth Management. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, 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, supported by an integrated private-investment ecosystem.

Alexander Brugger is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He has held roles at IEQ Capital since 2019 and previously worked at First Republic Investment Management and First Republic Securities Company. Brugger holds a Series 66 designation. 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 emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to digital assets through Fidelity Digital Asset Services.

Renata Carico is a CFP® professional with 13 years of industry experience. She currently works with Stratos Wealth Partners, Ltd and previously held roles at firms including LPL Financial LLC, Royal Alliance Associates, and Charles Schwab. Outside of her advisory work, she volunteers balancing the church checking account for Grace Church of the Bay Area. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a variety of financial planning services and investment solutions utilizing an open-architecture platform that incorporates third-party managers and model portfolios.

Steven Koury is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Citi since 2017 and previously was affiliated with Waddell & Reed and various insurance carriers. Outside of his advisory role, he serves as a parent volunteer board member and treasurer of the Burlingame Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Nicholas Chang is a financial advisor at IEQ Capital, LLC with a Series 65 designation and experience at multiple firms, including Thruline and MacDougall Advisors. He has been in the industry since 2018. Outside of finance, he was involved with Dark Matter Coffee in 2022. 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 integrates both liquid and private alternative investments through a centralized research process.

Robert Hanson is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parallel Advisors, LLC and Franklin Templeton Investments. 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 guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Riley Cantwell is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PEERS & Co and Sundance Bay. Cantwell’s background also includes a four-year period at Claremont McKenna College. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Amelia Goldstein is a Series 65-licensed financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital, she worked at Houlihan Lokey and Bloomberg LP. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Samuel Shephard is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FIRST REPUBLIC Securities Company, LLC for six years before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm combines centralized macro and manager research with access to independent managers and alternative investments, managing approximately $35.4 billion across a range of separately managed accounts and family-office services.

Molly Stelmar is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets and serves a diverse client base 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 employs a structured due-diligence program for manager review and private fund management.