Jarrad Schultz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at City National Rochdale for six years and Wells Fargo & Company for three years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.

Marilyn Suey is a CFP® professional with over 22 years of experience in the financial industry. She currently serves as an advisor at Private Advisor Group, LLC and has held roles at firms including LPL Financial and Ogilvie Security Advisors Corporation. In addition to her advisory work, she is an author and speaker, having written the book *36 Quick Tips for Savvy Women*, and serves as President and board member of Blackhawk Country Club as well as a nonprofit board member at Sequoia Living. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that integrates various investment strategies and technology platforms.

Diana Pastrana is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Royal Alliance Associates, INC., Equitable Advisors, LLC, Chewse, and UCSF Medical Center Parnassus. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Douglas Poetzsch is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citi Private Bank for 11 years before joining IEQ Capital in 2024. 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 includes centralized macro and manager research, the use of independent managers, and allocation to both liquid and private alternative investments.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. 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, employing a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments.

Shannon Blackmon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Earned Wealth Advisors, Thomas Doll, and Robasciotti & Associates. Outside of her advisory work, she is the founder and formulator of Oyabloom, LLC, a small business producing handcrafted personal care and beauty products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Diane Parker is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, she owns a pet sitting business serving clients in their homes. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs, along with additional services such as tax planning, bookkeeping, and estate-planning strategies through third-party providers.

Elizabeth Husserl is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Lion Street Advisors, PEAK360 Wealth Management, Evolve Wealth Planning, and Ameritas Investment Corp. Outside of advisory work, she is an author and speaker focused on behavioral finance, based on her book *The Power of Enough: Finding Joy in Your Relationship to Money*. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.

Canji Liang is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining HSBC Securities in 2025, Liang worked at Charles Schwab for five years and held a position at HSBC Bank USA. Liang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, in addition to their advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options, with investment strategies supported by HSBC Global Asset Management and affiliated providers.

Yanna Chen is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Her professional history includes roles at Transamerica Financial Advisors since 2016 and a longstanding position with the California Public Utilities Commission dating back to 2007. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary program options.

Benjamin Bradford is a financial advisor with Creative Planning, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Maxwell Wealth Strategies Inc. and various E*TRADE entities spanning from 2007 to 2023. Outside of advisory work, he manages a rental property in Pleasanton, California. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, delivering investment advisory and financial planning services. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Oliver Orzal is a financial advisor with Equity Services, Inc. in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp., and David White & Associates. He is involved in the marketing of wealth and insurance services under the names Falcon PG Wealth Management and Insurance Services and Nagomi Wealth Management and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms, including third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Nelson Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has roles in software development and martial arts coaching. Outside of advising, he is involved in software development and teaches martial arts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach and third-party managers to implement its advisory services through multiple platforms.

Jessica Gardner is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at City National Rochdale and Whittier Trust Company. 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 integrates alternative investments through an extensive private-investment platform.

Maggie Liu is a CFP® with 21 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at Bordeaux Wealth Advisors, Empirical Wealth Management, Fidelity Brokerage Services, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Eric Lau is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, and The Prudential Insurance Company of America. Outside of his advisory work, Lau serves as a board member of the Chinese Realtor Association of America and the SF BARE Lions Club, and he is co-chair of the Business Leadership Council at Asian Health Services, engaging in community advocacy and event planning. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, with investment approaches that combine strategic and tactical asset allocation across various risk profiles. The firm manages both discretionary and non-discretionary portfolios and distinguishes itself through a range of program options and operational registrations.

Alexandra Leahy is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she held roles at Third Bridge, Amazon/Shopbop, and several other organizations. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.