Garrett Gillett is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and eight years of industry experience. His prior firms include B|O|S and Financial Engines Advisors L.L.C. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Steven Brito is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has prior experience at Apple and Embarcadero Capital Partners, among other roles. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and a diverse set of investment strategies including alternative investments and options-based overlays.

Jaswinder Mehra is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory career, he spent five years at Deloitte. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, utilizing a wide array of investment strategies and affiliated service offerings.

Franz Weigel is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has been with IEQ Capital since 2025 and has prior experience at Elite Portfolios and Carmel Realty. He also spent time at UCSB in both academic and professional roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm follows a macroeconomic-driven investment process and offers customized portfolios that include liquid strategies, third-party managers, and private alternative investments.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for large clients.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ICONIQ Capital, PNC Bank, and Gabelli Asset Management Company. Prior to his advisory roles, he was affiliated with the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofits, and other entities. 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.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. 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 centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Andrew Boothe is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Portola Partners and Bain & Company. His background also includes a role at the University of Pennsylvania. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. 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 family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Daniel Connolly is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Lavelle Capital and Bridge Housing. Outside of finance, he has a long history of employment at John Foley's Irish House. 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 liquid and private alternative investments through a centralized research process and specialized capabilities such as digital asset exposure.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 credential and has worked at Buckingham Asset Management, LLC since 2013 and The Colony Group, LLC since 2024. 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 that integrates active and passive strategies within an enhanced open architecture framework.

Tianna Truby is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at LPL Financial, UCSF, LearnXus LLC, UCSD, Omnia Insurance, and UCSB. Private Advisor Group serves a diverse client base—including individuals, businesses, trusts, estates, and charitable organizations—offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, delivering advisory solutions via a network of investment adviser representatives.

Daniel Towers Carbajal is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Transamerica Financial Advisors and World Financial Group, Inc. since 2016. Carbajal is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Ryan Ortiz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Cresset Asset Management, J.P. Morgan Securities, First Republic Investment Management, and State Street. 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’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to both liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Zachary Thomas is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He has held positions at Goldman Sachs & Co. LLC, Morgan Stanley, and several other firms prior to joining IEQ Capital. Zachary was previously a co-owner of THOM Capital Management, THOM Hospitality, and NOIR Group 16, LLC, which operated a restaurant and lounge in New York City until its sale in 2022. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically having net worth of $10 million or more.

Andrew Kom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with multiple organizations, including Kyros.ai, where he serves as a college success advisor providing online guidance for college admissions to high school students. Kom is also involved with the Heartland Institute of Financial Education, assisting families with college planning programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of platforms, including Transamerica ONE and the TFA365 Advisory Program.

Jon Pettinelli is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors Inc. Pettinelli is also involved with Pettinelli Financial Partners, an insurance agency. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Myles Illion is a CFP® and holds a Series 66 license, currently advising at Creative Planning with seven years of industry experience. His prior roles include positions at ICONIQ Capital, Silicon Valley Bank, JP Morgan, Bank of America, and Merrill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies complemented by tax-loss harvesting and selective private market exposure.

Tanner Savitsky is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and AXA-Advisors. His career also includes a role at Savitsky Satin and Bacon and a period at the University of Michigan. 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 is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternatives.