Anne Ding is a CFP® certificant with 14 years of industry experience, currently affiliated with Primerica Advisors. She has worked extensively with Park Avenue Securities and Guardian Life Insurance Company and has operated her own CPA practice providing tax services since 2000. Primerica Advisors serves a wide retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with various proprietary and third-party investment programs.

Neha Joseph is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and starting her advisory career in 2026. She previously worked at Morgan Stanley and UBS Financial Services. Outside of finance, she has experience working at LifeAlive Cafe and spent seven years at Boston University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process combines centralized macroeconomic research with client-specific policies and includes both liquid strategies and private alternative investments.

Preston Hwang is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PricewaterhouseCoopers. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

Virginia Lee is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Creative Planning and has previously held roles at firms including JPMorgan Chase Bank, Merrill, and Fidelity Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutional plans. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Albert Law is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also affiliated with Dream Builder Financial, Silicon Valley Enterprise Inc, Matrix Group Insurance Agency, and WFGIA. His other business activities include marketing group health, dental, and vision insurance through Matrix Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, offering a mix of discretionary and non-discretionary investment programs.

Cameron Croteau is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was employed at PricewaterhouseCoopers LLP. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Stacie Bowman is a financial advisor at PlanMember Securities Corporation with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PlanMember since 2011. In addition to her role at PlanMember, Bowman has worked with Employee Benefits Services Group since 2004, where she is involved in insurance product sales and plan administration. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary services under ERISA Section 3(38) and a range of participant-level investment options. The firm’s investment approach includes a strategic asset allocation framework, risk-based mutual fund portfolios, and education and support services for plan sponsors and participants.

Richard Du is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked previously at Amazon.com Corporation and currently holds a position as a Software Developer Engineer II at Microsoft Corporation, where he focuses on software and hardware development. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach, delivering services through multiple advisory programs and an extensive advisor network.

Robert Emens is a CFP® with 25 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior experience includes over two decades at G.W. & Wade, Inc. and its asset management company. Emens holds the Series 66 designation and is based in Palo Alto, CA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Sawin is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. for seven years before joining IEQ Capital in 2022. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through a centralized research process and partnerships, managing approximately $35.4 billion in assets.

Alan Zafran is a financial advisor at IEQ Capital, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the investment and finance committees of The Castilleja School and holds board positions with several foundations and investment-related entities, including the Silicon Valley Community Foundation and the Taube Family Foundation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that combines macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Jennifer Tan is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Parkland Securities, Carillon Investments, Union Central Life, Dfs, and San Francisco Associates. Outside of advisory work, she is involved in insurance product sales, mortgage consulting, real estate sales, and provides translation services for an attorney. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that supports both fiduciary and non-fiduciary offerings through affiliated entities.

Duangdao Piyanontalee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Their work history includes roles at Park Avenue Securities, Guardian Life Insurance, and Transamerica Financial Advisors. Outside of advisory work, Duangdao is involved in outside insurance sales. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

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.

Michael Pritts is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Corient in Menlo Park, CA, where he has worked since 2025. His prior roles include positions at RBC Capital Markets, LLC, and several financial services firms. He serves as Treasurer and a member of the Executive Committee for the YES Foundation, a nonprofit organization. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management and alternative investment options.

Connor Lightfield is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at Corient since 2023, with prior roles including positions at Portola Partners and academic appointments at Cornell University and The University of Alabama in Huntsville. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

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.

Eduardo Molina III is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Americor. Outside of financial advising, he has worked part-time in the hospitality industry at Fisherman's Restaurant and Bar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Christian Glomb is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He previously worked at UBS Financial Services for 21 years and has been affiliated with Invesmart entities since 1995. His current role at Sanctuary Advisors began in 2023. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent adviser representatives. The firm provides portfolio management via various managed account programs and employs multiple analytical approaches, acting as a fiduciary when an advisory agreement is in place.

Steven Rehmus is a financial advisor at Corient with 23 years of industry experience. He holds a Series 65 designation and has worked at Corient and Corient Services LLC since 2023. His prior experience includes roles at CIPW Service Company, Portola Partners, BRF Aspen, and Brownson, Rehmus & Foxworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, along with risk management tools and private fund offerings through affiliated platforms.