Jack Shepard is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at CU Boulder from 2018 to 2022 and Sacred Heart Prep High School from 2014 to 2018. 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 focuses on separately managed accounts with a net worth threshold generally at or above $10 million, employing a centralized macro and manager research process and offering access to alternative investments through an integrated private-investment platform.

Joanna Cui is a CFP®-designated financial advisor with over 31 years of industry experience. She is affiliated with Eagle Strategies (New York Life) and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 1994. Since 2012, she has operated Joanna Cui Financial & Insurance Services, providing group health insurance for Silicon Valley start-ups and life insurance products through BISYS. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides a range of advisory programs, focusing primarily on non-discretionary assets and working with various institutional sponsors within an integrated New York Life affiliate structure.

Terrence Gee is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Quest Securities, Inc. He is based in San Francisco, CA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Robert Zimmerman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Merrill for ten years before joining Citigroup Global Markets in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with brokerage and custody services. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant, and provides bespoke solutions for high-net-worth clients.

Christopher Bache is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Windward Capital Management, and First Republic Securities Company, among other roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Sophie Langlois is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Fidelity Investments. Outside of finance, she has experience working at Jules Place Art Gallery. 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 emphasizes a diversified investment approach that includes liquid and private alternative investments through an integrated private-investment platform.

Ashkahn Moayedi is a financial advisor with Wells Fargo Clearing in Danville, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Tommy Liu is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he is involved in property management activities in the Redwood City area. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s return estimates and modeling tools.

Christina Patel is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice focused on dependable income sources.

Mark James is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at JP Morgan Chase Bank N.A. and Wells Fargo Advisors. Outside of finance, he owns and operates RetroTrips, a business focused on toy, hobby, and tabletop game sales. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marlon Villavicencio is a financial advisor at Cetera with three years of industry experience and a Series 65 credential. His prior work includes roles at Avantax Investment Services Inc. and Avantax Advisory Services, as well as ongoing involvement with MV Insurance Services, Inc. and MCV Enterprises LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Samuel Maran is a Series 66-credentialed financial advisor with three years of experience at Morgan Stanley, based in Palo Alto, CA. His prior work includes roles in education and the restaurant industry, including positions at the University of California Berkeley and Pyeongchang Tofu House. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing financial planning through structured discovery and firm-approved tools, and managing approximately $2.74 trillion in client assets.

Hannah Quinton is a financial advisor at Charles Schwab with 19 years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and its affiliated entities since 2016 and was previously employed at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a hybrid advisory model combining non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Ali Shan is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop customized financial plans aligned with their distinctive goals and priorities. His approach incorporates investment planning, retirement planning, and tax-efficient investing to assist clients in growing, protecting, and transferring wealth. Ali has held various roles in the financial services sector, including Investment Consultant at Fidelity Investments from 2024 to 2025, Sr. Premier Banker at Wells Fargo from 2022 to 2024, Financial Advisor at ADP Merrill Lynch from 2021 to 2022, and Relationship Manager at Bank of America from 2020 to 2021. He holds a California Insurance License and is proficient in Hindi, Punjabi, and Urdu. Outside of his professional duties, Ali engages in cooking and baking, enjoys outdoor adventures, and traveling.

Wenqin Sun is a financial advisor at Merrill with seven years of industry experience. Sun holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities LLC and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Yapaola is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Ameriprise Financial Services, LLC and has prior experience with Wells Fargo Clearing and BancWest Investment Services. He serves on the Board of Directors for the Sequoia Hospital Foundation in Redwood City, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and investment options influenced by affiliated product ecosystems.

Muhammad Siddiqi is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is an executor involved in estate administration. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Nicholas Sexauer is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank SSB since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates with a primarily non-discretionary client relationship model, offering multi-asset model portfolios alongside discretionary separately managed accounts managed by an affiliate, Charles Schwab Investment Management.

Joenah Norasing is a financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2026, Joenah worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. for eight years. Outside of finance, Joenah has experience as a business owner, having operated Glow Nailbar LLC from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools alongside investment advisory and brokerage services.

Lisa Hughes serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience providing personalized wealth management services and strategies to a dynamic and accomplished group of clients. Lisa collaborates with a highly skilled professional team to address the long-term challenges and daily demands of substantial wealth. Her approach involves developing a deep understanding of clients' values and priorities before addressing investment needs. Lisa focuses on diversified portfolio development, alternative investments, and money manager selections. She addresses concentrated stock issues, liquidity creation, hedging, and risk reduction. Additionally, she helps clients explore estate planning techniques by coordinating with their outside advisors. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Lisa holds a bachelor's degree in economics from the University of California at Berkeley. She has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her personal interests include gardening, hiking, painting, and yoga.