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, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets. The firm serves more than 24,000 clients through a network of about 366 advisors, offering advisor-managed portfolios, model portfolios, third-party manager programs, and various financial planning services across an open-architecture platform.

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.

Canji Liang is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. Prior to joining HSBC Securities in 2025, Liang worked at Charles Schwab from 2020 to 2025 and held various roles at HSBC Bank USA. Liang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, combining bank product sales with registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary options. The firm’s investment process incorporates strategic and tactical asset allocation supported by multiple affiliated and third-party providers, serving a diverse client base through several program types including the Spectrum and Offshore Spectrum programs.

Yanna Chen is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes roles at WFGIA and the California Public Utilities Commission, where she has served since 2007. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates as both a registered broker-dealer and RIA, supporting a range of investment programs with discretionary and non-discretionary options.

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.

Theresa Du is a financial advisor with Transamerica Financial Advisors who holds a Series 66 license and has nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has prior experience with World Financial Group, INC. Outside of her advisory role, she is a graduate assistant at San Jose State University and works in customer service at Sharks Ice San Jose. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform providers and offers multiple advisory programs, including proprietary and externally managed portfolios.

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®-certified financial advisor with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Bordeaux Wealth Advisors, Empirical Wealth Management, and Fidelity Brokerage Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial counseling and family office services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Eric Lau is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 14 years of industry experience and has previously worked at firms including LPL Financial, BMO Bank NA, Prudential, and Hornor Townsend & Kent. Outside of his advisory role, he serves on the boards of the Chinese Realtor Association of America, Asian Health Services, and the SF BARE Lions Club, focusing on community advocacy and volunteer initiatives. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving clients through both discretionary and client-directed portfolio programs.

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.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. 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 portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

Troy Ganter is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Equitable Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent managers and alternative investments, managing approximately $35.4 billion in assets.

Justin Mambaje is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is involved with LSPN Pro, LLC and the National Association of Registered Social Security Analysts, where he provides Social Security analysis as a free service. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers in its advisory approach. The firm operates an integrated retirement plan ecosystem and supports clients through multiple program platforms and a large advisor network.

Richard Raybin is a CFP® professional with 20 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes a 17-year tenure at Lifetime Capital Group and roles at Lifetime Legacy Services and Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, JP Morgan Chase Bank, First Republic Securities, JPMorgan Securities, and UBS Financial Services. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked since 2019. Prior to this, he held positions at First Republic Investment Management, Inc., FIRST REPUBLIC Securities Company, LLC, 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 centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternative investments.