Paul Crawford is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Lincoln Financial Advisors, Ameriprise, and Woodbury Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and advisory services. The firm employs a fiduciary-based model, leveraging various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Justin Mcmahan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup since 2009. Outside of his advisory role, he serves as Treasurer and Director for the Washington School PTA in Burlingame, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and a broad institutional infrastructure.

Shawn Hawkins is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previous experience at Sanctuary Securities, Inc. and in real estate and fitness-related roles. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and multi-strategy investment solutions using both discretionary and non-discretionary approaches.

Megan Whyte is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2002. Megan joined IEQ Capital in 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocations to liquid and private alternative investments.

Andrea Bott is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Fisher Investments. 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 process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Robin Naber is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2019. Prior roles include positions at Novo Real Estate Group, Morgan Stanley Private Bank, Morgan Stanley, and Groopie. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional operations, including research, security pricing, and roles as a swap dealer and futures commission merchant.

Erin Mc Closkey is a CFP® professional with seven years of industry experience, currently serving at Osaic Advisory Services, LLC. Her prior roles include positions at Cetera and Serenity Wealth Partners. She also owns McCloskey Tax Prep, a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms.

Kathleen Harris is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. She previously worked at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2015 to 2017. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing combined with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Westsmith is a CFA® charterholder with 19 years of industry experience. He has worked at IEQ Capital, LLC since 2019 and previously held roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC from 2013 to 2019. 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 combines centralized macro and manager research with allocations to liquid and private alternative investments, supported by a platform that manages approximately $35.4 billion in assets.

Gregory Aynesworth is a CFP® professional with 33 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He has held prior roles at Arbor Point Advisors, Securities America, and Foothill Securities, among others. Aynesworth is also president of Omni-Prestige Insurance Services, Inc., a company providing life insurance and employee benefits. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit entities. The firm delivers a broad range of services through multiple advisory program models, utilizing proprietary and third-party platforms to manage client portfolios.

Benjamin Wong is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Outside of his advisory work, he is involved in the sales of music performances through Wenbong Music. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolio management with in-house research and access to third-party managers, and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Ashley Cruz is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Cruz’s background includes roles at several firms, beginning her career at Mortgage Mavens Inc. and the Gnazzo Group before joining IEQ Capital. 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 approach combines centralized macroeconomic research with client-specific Investment Policy Statements and a mix of liquid strategies, third-party independent managers, and private alternative investments.

Monique Ray 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 firms including Alliance Bernstein and Goldman Sachs. Outside of her advisory role, Monique is a member of the Financial Women of San Francisco, a nonprofit organization focused on market outlooks and women in business seminars. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that integrates macro and manager research, utilizing both liquid and private alternative investments.

Denise Lo is a CFP® professional with 23 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined HSBC in 2024 after 17 years at Citigroup Global Markets. In addition to her registered representative role, she serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm employs a multi-profile, strategic and tactical asset allocation approach supported by global asset management affiliates and offers specialized programs including an Offshore Spectrum option for qualified non-resident clients.

Anatoly Vilderman is a financial advisor at OSAIC Institutions, INC. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Andrew Belcher is a financial advisor at IEQ Capital, LLC with two years of industry experience and holds a Series 65 designation. Prior to joining IEQ Capital in 2024, his work history includes roles at Protiviti and the Eureka Restaurant Group. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions, employing a macroeconomic-driven investment process and offering a range of family-office and specialized administrative services. The firm focuses on clients with significant net worth and utilizes a combination of liquid strategies, third-party managers, and private alternative investments.

Jacky Tam is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Transamerica since 2012. In addition to his advisory role, he is president of JJP Enterprise, Inc., a business unrelated to investments, and owns a second home. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for investment implementation and offers multiple program platforms such as Transamerica ONE and TFA365.

Heather Mazander is a financial advisor at Creative Planning with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Valic Financial Advisors, Regions Bank, and Agia. Outside of her advisory duties, she serves as a notary and provides this service for friends and neighbors on a voluntary basis. Creative Planning offers 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a broad range of institutional and retirement plan services.

Theodore Jablonski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at BTR Capital Management, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Griffin Grooms is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Agilis Advisors GmbH and StockX. 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’s investment approach combines centralized macroeconomic research with tailored Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.