Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Millett is a Series 65-licensed advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Google for 14 years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, and retirement plan consulting. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory firms.

Christine Opitz is a CFA® charterholder affiliated with Cerity Partners LLC in Los Altos, CA. She joined Cerity Partners in 2025 and has prior experience including roles at the Silicon Valley Community Foundation and Stanford University. Outside of finance, she has experience as a family caregiver. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, institutions, and charitable organizations. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolio strategies.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Marika Kelley is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at BNY Wealth Management for four years and had a brief tenure at Sezzle. 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, independent managers, and private alternative investments.

Megan Herrin 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 SVB Private, Althelas, Goldman Sachs, Sundance, and Au Pair. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, specializing in separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with access to alternative investments and digital asset exposure.

Daniel Hahn is a Certified Financial Planner® with 33 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at Next Financial Group from 2008 to 2017. Outside of his advisory role, he has worked as a part-time statistician for the San Jose Earthquakes MLS team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, with a range of advisory programs delivered through its AccessPoint platform and partnerships with third-party asset managers.

Jean Gannon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2026, he spent 23 years with UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and uniquely operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Samantha Lee is a CFP® professional with 23 years of industry experience. She is currently an advisor at Citigroup Global Markets, where she has worked since 2018. Prior to that, she was with HSBC Bank USA, N.A. from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Tze Liang Low is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, he is a dog trainer at Kevin's K9 School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

Robert Allendorf is a financial advisor at Citigroup Global Markets with 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He holds Series 66, Series 63, and Series 65 licenses. 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. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivative services.

Helena Mew is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been associated with Transamerica Financial Advisors since 2015 and serves as Treasurer on the board of the Asian Community Cultural Association of San Leandro. Additionally, she conducts annual internal audits for First Chinese Baptist Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of over 1,000 advisors and model-based portfolio management delivered through multiple program platforms.

Nicholas French is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He previously worked at SVB Securities for 15 years before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group in 2026. He holds Series 63 and Series 65 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified investment process that combines passive and active strategies overseen by an internal Investment Committee.

Jeremy Wenner is a financial advisor at IEQ Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining IEQ Capital in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. from 2018 to 2023, and Jefferies & Company, Inc. from 2010 to 2018. 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’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, focusing on separately managed accounts and family-office services for clients generally with net worth at or above $10 million.

William Graff is a financial advisor at IEQ Capital, LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work experience at Werba Rubin Papier and Claremont McKenna College. Outside of his advisory role, he was involved with East Chop Beach Club for six years. 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.

Carl Consing is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years before joining Eagle Strategies and affiliated New York Life entities in 2023. Carl serves as a board member of the NAIFA San Francisco Peninsula chapter, where he helps plan and execute educational programs for members. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. He has also been involved with Menlo Circus Club, where he teaches swim lessons and coaches practice for children aged 2 to 15. 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 utilizes a centralized investment process with a focus on alternative investments and offers specialized services including digital asset exposure and private placement life insurance sub-advisory.