Daniel Hill is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds the Series 65 designation and has prior experience at Goldman Sachs and Fleet Feet Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, employing a mix of liquid strategies, third-party managers, and private alternatives.

Isabelle De Andrade Araujo is a CFA® charterholder and holds a Series 65 license with two years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Checkbook Inc, and Itau Unibanco SA. Outside of her advisory work, she volunteers with the CFA Society of San Francisco as a member of the Member Programming Advisory Council. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Xin Zhang is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. Holding the Series 66 designation, Xin has one year of industry experience and has been associated with Eagle Strategies since 2025. Prior to this, Xin also worked at NYLIFE Securities LLC and operates an insurance and financial services business under the DBA Julia Hsiao Insurance & Financial Services. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jane Prugsanapan is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Centaurus Financial since 2009. Outside of her advisory role, she operates JP Enterprise, a tax preparation business where she is an enrolled agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and emphasizing a mix of discretionary and non-discretionary asset management.

Xinxin Guan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Citigroup since 2016. Prior to that, Guan was with U.S. Bancorp Investments, Inc. and US Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for both discretionary and non-discretionary portfolios.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Jae Hak Ko is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and was previously associated with Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a wide range of investment programs and affiliated retirement and recordkeeping entities.

Daniel Loy is a financial advisor with Independent Financial Group, LLC and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at VOYA Financial Advisors, MSI Financial Services, and Citicorp Investment Services. Outside of his advisory role, he serves as a board member and secretary of the Venture Commerce Center Milpitas Condo Association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm combines strategic asset allocation with multi-manager portfolios using both passive and active investment approaches and supports its advisors with model portfolios and third-party asset manager programs.

Mason Ford is a CFA® charterholder based in Palo Alto, CA, with 21 years of industry experience. He has worked at Cerity Partners, LLC since 2026 and previously spent 25 years at Cornerstone Capital, Inc. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

Yuezue Price is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked in real estate and mortgage financing roles at firms including BRG Realty and General Mortgage Capital Corporation. Outside of advising, she is involved in real estate investment activities through Golden Ribbon LLC and other property ownership ventures. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a variety of investment programs and third-party money manager access.

Dylan Bowsky is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Provident Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored solutions for a broad client base.

Mason Fung is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining IEQ Capital in 2024, he had roles associated with Boston College and Hamilton Zanze. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment approach centers on macroeconomic research and customized Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternatives.

Nicolle Baria is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at IEQ Capital since 2019, following roles at First Republic Investment Management and Northwestern Mutual Investment Services. IEQ Capital provides 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 generally with net worth at or above $10 million.

Michael Henry is a CFP® professional with 10 years of industry experience, currently serving as an advisor at IEQ Capital, LLC since 2019. He previously worked at Bank of America, N.A. and Merrill. Based in Dallas, TX, he holds the Series 66 designation in addition to his CFP® credential. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that includes independent managers and alternative investments across liquid and private markets.

Bradley Hamada is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles with LSPN Pro, LLC, the National Association of Registered Social Security Analysts, JAR Insurance Services, and Heartland Institute of Financial Education. Outside of advising, he works as a registered Social Security analyst helping clients optimize benefits and serves as a certified financial educator and college planner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.

Katherine Latypov is a financial advisor with Rockefeller Financial LLC holding a Series 66 credential and seven years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked for UBS Financial Services from 2018 to 2026. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates both as an investment adviser and a registered broker-dealer, providing a range of investment solutions and alternative investment placement services through its integrated platform.

Thieu Pham is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His professional background includes roles at various firms such as InheritGuard, LLC, MJ Marketing LLC, and World Financial Group, Inc. Outside of traditional advisory work, he is involved in estate planning services through several independent ventures and provides education on Social Security benefits as a Registered Social Security Analyst. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and platform providers, offering a range of advisory and brokerage services through an extensive advisor network.

David Won is a financial advisor at IEQ Capital, LLC and holds a Series 65 designation. He has one year of experience in the industry following a ten-year career with the United States Marine Corps. 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 approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Tingting Huang is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at multiple organizations such as Kaiser Foundation Health Plan, Combined Insurance Company of America, and the California Department of Social Services. Outside of financial advising, she manages administrative functions at Yvonne Mei Corporation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.