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.

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.

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.

Paul Crawford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, and Lincoln Financial Advisors. He has been involved in operating multiple registered investment advisor entities and insurance-related activities under Unique Planning and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and firm-managed model portfolios supported by major strategists and technology platforms.

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 affiliated with Osaic Advisory Services, LLC. Her prior experience includes roles at Cetera Financial Specialists LLC, Serenity Wealth Partner, and Royal Alliance Associates. She is also the owner of McCloskey Tax Prep, where she prepares tax returns. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides comprehensive investment management, financial planning, and retirement consulting through various program models, utilizing proprietary 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.

Julius Elmer Magbitang is a CFP®-designated financial advisor with Eagle Strategies (NY Life), bringing 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Magbitang Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance offerings. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.