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.

Joseph Lalli is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with IEQ Capital, LLC, where he has worked since 2026. Prior to this, he spent four years at Morgan Stanley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes a centralized macroeconomic research-driven investment process and offers a mix of liquid strategies, third-party independent managers, and private alternative investments, focusing on very high-net-worth clients.

Ryan Wibawa is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and six years of industry experience. He has also worked in software engineering roles, including as a senior software engineer at Spectraforce Technologies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based investment programs, utilizing proprietary and third-party model portfolios.

David Umbenhaur is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has spent his career with Guardian Life and its affiliate Park Avenue Securities. Outside of his advisory role, he volunteers as a sound technician for his church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with tailored solutions for various client needs.

Robert Burlinson is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds a Series 65 credential and has worked within Mercer and its affiliated entities since 2022, previously serving as Managing Member of Regis Management Company, LLC. Burlinson also holds roles in related investment entities including Regis-Fubo LLC and BRK/A Investors, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary management along with comprehensive financial planning and consulting services.

Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Thomas Manning is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to his current role, he worked at New York Life and its affiliated entities. He also operates Bay Rhode Financial and Insurance Solutions, a business involved in brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions delivered through multiple program types within the New York Life affiliate structure.

Megan Herrin is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at SVB Private, Althelas, Goldman Sachs, Sundance, and Au Pair. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, specializing in separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with access to alternative investments and digital asset exposure.

Jean Gannon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2026, he spent 23 years with UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and uniquely operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Samantha Lee is a CFP® professional with 23 years of industry experience. She is currently an advisor at Citigroup Global Markets, where she has worked since 2018. Prior to that, she was with HSBC Bank USA, N.A. from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.