Nicholas Casaccia is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Bordeaux Wealth Advisors and Ernst & Young LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Emilio Johansen Foncuberta is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work history includes roles at Wells Fargo Clearing, Cuso Financial Services, and San Mateo Credit Union prior to joining Osaic Investments. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides a range of advisory services through a hybrid adviser/broker-dealer structure and operates a lending marketplace and platform access to alternative investments.

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.

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 financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, offering investment management, financial planning, and access to private and registered pooled vehicles. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework and incorporates quantitative analysis, stress-tested market assumptions, and specialized tools like trend-following and options overlay strategies.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors, Human Investing, and Crocs Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

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. Outside of finance, she has experience working with Pilates V. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

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 at Transamerica Financial Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Ying serves as an associate director at Stanford University, managing events to promote faculty research to alumni, and is an independent board member of Kiwi Drop Inc, a company connecting small business owners with merchandise from China through social media and live broadcasting. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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.

Chelsea Salins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Andrew Porter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at Portola Partners and Brownson, Rehmus & Foxworth. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using advanced risk management tools.

Michael Glasser is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Summit Financial Advisors, LLC and FC Naples. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across a range of strategies and serves in both advisory and product-sponsor capacities, managing substantial assets and affiliated investment vehicles.