Ronald Landess II is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA. He holds Series 65 and Series 63 credentials and began his advisory career in 2025. Prior to this, he spent over 24 years working in the diving and outdoor equipment industry with companies such as Aqualung and American Underwater Products. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jesse Wood is a financial advisor with IEQ Capital, LLC in Foster City, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Bbr Partners, JPMorgan Chase Bank NA, and T3 Advisors. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Katerina Stern is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at IEQ Capital, LLC since 2021 and previously held roles at West Coast Financial, LLC, Blenders in the Grass, Toyota Financial Services, and the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macroeconomic research with customized Investment Policy Statements and utilizes a mix of liquid investments, third-party managers, and private alternatives.

Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Holly La is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and previously held roles at Matrix Insurance and World Financial Group. In addition to advisory services, she is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses through a large network of advisors and multiple program platforms. The firm’s advisory approach primarily uses model portfolios and third-party managers to implement client strategies.

Alandra Simmons is a financial advisor at Mariner with three years of industry experience. She holds a Series 65 designation and has previously worked at firms including Halbert Hargrove and R Bar. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Edward Caron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Transamerica since 2015 and has also held roles at BestEdu Inc and Legacy Shields Solutions, Inc. Outside of his advisory work, Caron is involved with the Knights of Columbus, participating in community and church activities. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily delivers investment advice through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Jackson Bussell is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and one year of industry experience. He has previously worked with Pettinelli Financial Partners, LPL Financial, and Northwestern Mutual. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Eric Martin is a CFP® professional with 42 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked at Martin, Wardin & Eissner Financial Group since 1999. His background includes tax preparation services at Martin, Wardin & Eissner Financial Group and ownership involvement in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custodial services.

Kevin Calenzani is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Securities, Credit Suisse Securities, and Raymond James & Associates, as well as a teaching role at Duke Fuqua School of Business. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, non-profits, and other entities. The firm’s investment approach relies on centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that incorporate liquid strategies, third-party Independent Managers, and private alternative investments.

Alexander Webb is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors, PFI Advisors, and MAI Capital Management. Outside of finance, he operated Brick Street Bar & Grill from 2017 to 2018. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach integrates centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a combination of liquid strategies, third-party managers, and private alternatives.

Scott Gutterman is a financial advisor at IEQ Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IEQ Capital since 2022, previously working at UBS Financial Services since 2008. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Robert Welch is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BTR Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active managers guided by quantitative and fundamental research.

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative services.

Albert Hwang is a CFP® professional at Cerity Partners LLC with two years of industry experience. His work history includes roles at Consilium Wealth Management and BDO USA LLP. He also has experience at Epitome Learning Center outside the financial services industry. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and third-party managers, and offers access to private-market investments and specialized retirement plan consulting.

Derick Wong is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including World Financial Group, INC., Nelson & Wong, Louie & Wong CPA, and Byemcc Accountancy Corporation, where he is a partner. Outside of his advisory role, he is involved in accounting and tax services through Byemcc Accountancy Corporation. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm employs model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated mutual funds and insurance products.