Eric Harrison is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Harrison serves on multiple advisory boards, providing general investment advice to various funds and investment firms. IEQ Capital offers discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Nicholas Casaccia is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for seven years and spent one year at Ernst & Young LLP. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, and tax support. The firm utilizes a long-term investment approach incorporating both active and passive strategies, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Emilio Johansen Foncuberta is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at San Mateo Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. OSAIC Institutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services using fundamental, technical, and asset-allocation analysis, with access to various investment platforms and solutions.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution capabilities, and provides bespoke discretionary solutions for high-net-worth relationships.

Frank Marinaro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he worked for Emery & Howard Portfolio Management for 21 years. Based in San Mateo, CA, he provides advisory services within a large enterprise firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting, supported by a broad team and centralized infrastructure.

Eric Berquist is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He has previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. He is currently based in Palo Alto, California. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach combining active and passive strategies and offers customized portfolios aligned with clients’ risk tolerance and tax situations.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Before joining Focus Partners Wealth in 2025, he worked at Bordeaux Wealth Advisors and Human Investing, and he has a background that includes roles outside the financial sector, such as at Crocs Inc and George Fox University. 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, tax- and fee-sensitive investment approach using both active and passive strategies and offers customized portfolios managed on discretionary and non-discretionary bases.

John Mc Court II is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he held positions at Aerotek, Robert Half, and Blackberry. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios comprising liquid strategies, third-party managers, and private alternatives.

Jennifer Cheung is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She operates Ruby Legacy Financial and Insurance Solutions and serves as a board member of the Asian Real Estate Association of the East Bay. Cheung is also active in community service organizations, including the Wa Sung Community Service Club and the Asian Advisory Committee on Crime. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, delivering mostly non-discretionary asset management alongside advisory services connected to insurance and annuity products.

Sanjay Foster 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 AlTi Tiedemann Global and Marks Baughan Securities, LLC. His background also includes roles outside the financial sector, including positions at the University of Richmond and Upper Duplin High School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines centralized macro and manager research with access to alternative investments and offers specialized services such as PPLI sub-advisory and digital asset exposure.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.

Munib Zabaneh is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2023, with additional roles including work at E2K. Outside of his advisory role, he participates in events and entertainment as a flag runner for San Francisco 49ers gamedays at Levi's Stadium. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on clients with net worth of $10 million or more. The firm employs a research-driven investment process incorporating liquid strategies, third-party managers, and private alternatives, and offers ancillary family-office services and exposure to digital assets.

Spencer Gordon is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. 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, employing a centralized investment process that incorporates independent managers and alternative investments through platforms such as iCapital.

Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors and Pilates V. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, 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, tax- and fee-sensitive investment approach using both active and passive strategies, customized portfolios, and offers a range of affiliated product solutions.

Darren Gee is a CFP® with 10 years of industry experience and is currently with Mercer Global Advisors Inc. He has previously worked at Stratos Wealth Partners, LPL Financial, Charles Schwab, and JPMorgan Chase. His background includes roles at both brokerage and banking institutions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Kyle Johnson is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital in 2026, he spent one year at Cerity Partners LLC and completed his education at Santa Clara University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Morgan Friel is a financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked for eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. He holds a Series 65 credential. 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 emphasizes a research-driven investment process and offers additional family-office services, OCIO engagements, and access to digital asset investments through Fidelity Digital Asset Services.

Bradley Stinn is a financial advisor at Cresset Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eaton Vance Distributors, Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co., LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across public and alternative assets.

Ying Shi is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. Shi serves as an associate director at Stanford University, managing events that promote faculty research to the alumni community. Additionally, Shi holds independent board positions with Kiwi Drop Inc, a company connecting small business owners with merchandise from China through social media and live broadcasts, and is a member of 996 Partners LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Julia Boustany is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she worked at Morgan Stanley and held various roles at the University of Southern California, The Pacific Bridge Companies, ReInvest Capital, and Occidental College. 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 approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.