Ryan Callan is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. He holds the Series 66 designation and has previously worked with LPL Financial LLC and Royal Alliance Associates, Inc. Callan also provides administrative support to Stratos Wealth Partners as part of a registered investment advisor role. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm utilizes an IAR-driven model with customized portfolio management and an open-architecture approach that incorporates multiple third-party platforms and managers.

Jarrett Bare 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 Beacon Pointe Advisors, Mercer Advisors, Dunham & Associates Investment Counsel, and Lofty. 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, employing a centralized investment process that includes independent managers and access to alternative investments through platforms like iCapital.

John Deggelman is a financial advisor with Hightower Advisors holding a Series 65 designation. He has recently transitioned from roles in real estate and homebuilding, including five years at KB Home and four years at Harvest Properties, entering the advisory profession in 2026. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that encompass discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

James Morris is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2024. Prior to joining IEQ Capital, he held positions at CITIGROUP and J.P. Morgan Chase Bank. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Bradford Dinsmore is a financial advisor with Cerity Partners LLC in Palo Alto, CA. He holds 29 years of industry experience, including 31 years at Cornerstone Capital, Inc. prior to joining Cerity Partners in 2026. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions alongside comprehensive wealth management services.

Edward Broome is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also associated with LSPN Pro, LLC. Outside of his advisory work, he is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Mukund Madabhushi is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previously worked at Nova Capital Partners and Sanofi. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party solutions, and offers affiliated private fund capabilities and specialized trust services.

Rebecca Mc Court is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Stone Point Capital. Her background includes four years at Boston College prior to entering the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion and focusing on separately managed accounts and family-office services.

Daniel Nowak is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He has worked at IEQ Capital since 2019 and previously held roles at First Republic Investment Management, Ernst & Young, Arcis Golf, and Washington University in St. Louis. 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.

Steven Keirn is a CFP® and Series 66-licensed advisor with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and G.W. & Wade Asset Management Company, Inc. Outside of his advisory role, he manages an LLC related to residential property administration. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and specialized consulting through a combination of active and passive strategies tailored to clients’ risk tolerance and tax circumstances.

Michael Duffy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work history includes roles at LPL Financial, Bank of America, Merrill, and Banc of America Investment Services. Outside of advising, he is an author of several books titled The Happiness Book series. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Joshua Jung is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Merrill, J.P. Morgan Securities, and HSBC Bank. Outside of finance, he has had involvement in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Joseph Zambri is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the San Francisco Golf Club and La Jolla Country Club. 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 focuses on separately managed accounts and family-office services, utilizing a centralized macro and manager research process that includes independent managers and alternative investments.

Melissa Shaw is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to that, she was with Strategic Advisers, Inc. and Fidelity Brokerage Services LLC from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and manages accounts through model portfolios or customized solutions.

William Grayson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He previously worked at RBC Wealth Management and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves on several boards, including as Chair of the Board of Directors for the Presidio Trust and President of the Villa Taverna Club. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. 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 managers, and private alternatives.

Ronald Matsui is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at Ameriprise, LPL Financial, and Mariner Independent Advisor Network. He operates additional investment advisory activities through separate business entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Tyler Johnson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including 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 using active and passive strategies, third-party managers, and customized portfolios tailored to clients’ risk tolerance and tax circumstances.

Joseph Bragdon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked with Kestra Advisory Services, LLC since 2016 and with Kestra Investment Services, LLC since 2014. He also serves as Vice President at Financial Architects Partners, where he focuses on integrating life insurance into clients’ financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, benchmarking, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

James Hering is a CFA® charterholder with 12 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Union Square Investment Company, and BMO Family Office, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including 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 a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and financial circumstances.

Jay Backstrand is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Trust Company from 2008 to 2017 before joining Citi Private Advisory LLC in 2017. He holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.