Jennifer Young is a financial advisor at IEQ Capital, LLC with eight years of industry experience. She holds the Series 66 designation and has worked previously at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality. She has been with IEQ Capital since 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm combines macroeconomic research with client-specific investment policies to construct portfolios from liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.

Lan Ge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Lan has held various roles, including health insurance agent and registered tax return preparer, and is involved in college planning programs and an educational organization, World System Builders. Outside of financial advising, Lan participates in programs supporting families with college planning and provides in-home supportive services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm serves individual investors, employer plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Natalia Whitaker is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining IEQ Capital, she worked at Third Bridge Group Limited and Astor Financial Group. Outside of her advisory role, she is a passive shareholder in a family food distribution business, American Key Food Products LLC. 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 alternative investments, managing approximately $35.4 billion through a platform that integrates private investment vehicles and specialized services.

Andy Lam is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Rock & Co LLC and Rockefeller Financial LLC since 2019, and previously was with UBS Financial Services and AriiX Corporation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, employing both in-house and third-party managers, and provides access to alternative and private investments within a comprehensive wealth management platform.

Ankit Shah is a CFP® professional with 19 years of experience, currently serving at Mariner Wealth Advisors. His prior work includes roles at Commonwealth Financial Network and Benjamin Wong & Associates. He is also involved in fixed insurance sales under his own name. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering customized investment management and financial planning services. The firm combines in-house research with third-party platforms and provides integrated tax, accounting, and financial wellness solutions.

Dean Horwitz is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC from 2013 to 2019. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across its platform.

Darci Hawkins is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Investment Management and First Republic Securities Company from 2015 to 2023. Hawkins serves as Treasurer on the Board of the National Charity League, Willow Rose Chapter. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies, along with third-party manager allocations, supported by a structured due-diligence process.

Caden Sanchez is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC before joining IEQ Capital. Prior to his financial advisory career, he spent ten years in full-time education. 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’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios composed of liquid strategies, independent managers, and private alternative investments.

Adam Govani is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Conquis Financial LLC, Summitry, LLC, Cambridge Investment Research Advisors, Inc., and Waddell & Reed Inc. He holds the Series 66 designation and is based in Menlo Park, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Marissa Pattison is a CFP® professional with 11 years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Wells Fargo Clearing, First Republic Securities Company, LLC, and UBS Financial Services Inc. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines customized discretionary portfolios with integrated tax and accounting services, as well as family office and employer financial wellness solutions.

Dong Woo Kim is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2021. Prior to joining IEQ Capital, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and invests across liquid and private alternative assets, managing approximately $35.4 billion in client assets.

Kimberly Stolz is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Bank of America and Merrill Lynch. Stolz serves as a board member of the Lesbian, Gay, Bisexual & Transgender Community Center, advising on development and governance. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process, constructing portfolios from liquid strategies, independent managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

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 seven years of industry experience currently at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors and Ernst & Young LLP. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing open architecture, fundamental and quantitative analysis, and a variety of investment strategies including alternatives and overlay options.

Emilio Johansen Foncuberta is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic Investments, Inc. since 2023. Prior to that, he was affiliated with San Mateo Credit Union and CUSO Financial Services, LP. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who offer both advisory and brokerage solutions, utilizing fundamental and technical analysis alongside access to alternative investments and lending options.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo in multiple capacities and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and combines large institutional scale with specialized market roles, including activities as a swap dealer and futures commission merchant.

Eric Berquist is a Series 65-registered financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Nathan Redman Brown is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Human Investing, and Crocs Inc. Outside of finance, he has worked in diverse fields including education at George Fox University and outdoor recreation with Camp Dakota Adventures. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate, and institutional investors, offering integrated wealth management, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and alternative strategies, supported by an extensive network of affiliated service companies and product offerings.

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.