Geetika Mehrotra is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 credential. Prior to joining Citigroup in 2026, she worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

Christine Cabras is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory role, she is involved in family health advising, mentoring a teen and her mother, and works with In House Support Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Leon Baer is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was with First Republic Investment Management, Inc. for two years and spent three years at American University. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, and other entities. The firm offers discretionary SMA management along with family-office and administrative services, OCIO engagements, donor-advised fund support, and assistance with digital asset exposure, employing a centralized macroeconomic research process and multi-phase due diligence in its investment approach.

Jason Diaz is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, Diaz serves on the Board of Directors for the Selective Service System and participates in motorcycle racing activities, including serving as a treasurer for a racing organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors and employs multiple management platforms and third-party solutions in its supervisory framework.

Jennifer Ellison is a CFA charterholder with 22 years of industry experience. She has worked at Cerity Partners LLC since 2021 and previously spent 20 years at Bingham, Osborn & Scarborough, LLC. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach focuses on asset-allocation driven model portfolios, written investment policy statements, and IPS-based monitoring, managing the majority of assets on a non-discretionary basis.

Frank Hurley is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, 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, endowments, and non-profit 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.

John Lee is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He has been with Independent Financial Group, LLC since 2005. Outside of his advisory role, he serves as an officer and director of Lee Ng & Associates, a marketing DBA, and holds an officer position with NSV Holdings Corporation. 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 through a national network of Investment Adviser Representatives.

Joy Puyear is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at MAI Capital Management since 2022, following 15 years at INTERSECT CAPITAL, LLC (formerly Financial Horizons). She also serves as President of the Sun Valley Vineyards Homeowners Association. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services for its clients.

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 36 years of industry experience and previously worked at LPL Financial for 17 years and the Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm employs a range of analytical approaches and provides access to multiple platforms and services to meet client objectives.

Perry Mikic is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He joined IEQ Capital in 2024 and has prior experience at Cicero Technologies and TBI Financial, among other roles. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through an extensive platform, managing approximately $35.4 billion in assets.

Jonathan Palacpac is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Kevin Lyle is a financial advisor at IEQ Capital, LLC in Foster City, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, SGC Financial & Insurance Services, Securian Financial Services Inc, and Minnesota Life Insurance Company. 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.

Conor Newby is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2025. His prior experience includes roles at BayHill Ventures, Oakland Roots SC, and multiple positions affiliated with the University of North Carolina at Chapel Hill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Caitlin Ford is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for four years. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. 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.

Samantha Colleran is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Whittier Trust. Outside of her advisory role, she has experience in educational and nonprofit settings, including positions at Chapman University and Grace Fellowship Church. 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 manager research and access to alternative investments through a proprietary platform.

Melissa Yue is a Certified Financial Planner® with 19 years of industry experience. She is currently with Sanctuary Advisors, LLC, where she has worked since 2021. Her prior experience includes roles at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its independent investment adviser representatives with a variety of portfolio management options and leverages a combination of analytical approaches, while maintaining fiduciary responsibility under written advisory agreements.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Steed is a CFA® charterholder with 14 years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Sepio Capital, Bank of America, and Merrill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with alternative investments and operates an extensive private-investment platform managing approximately $35.4 billion in assets.

Heidi Lau is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at HSBC Securities and its affiliate HSBC Bank USA, N.A. since 2016. In addition to her advisory role, she serves as a Bank Officer for HSBC Bank (USA) N.A., where she is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various platforms, including client-directed and fully discretionary offerings. The firm combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving a broad client base with both discretionary and non-discretionary portfolio options.