Lauren Hansen is a CFA® charterholder affiliated with IEQ Capital, LLC. She has one year of industry experience, with prior roles at MAVERIQ Capital Group LLC, Mercer, and the Santa Barbara County Employees Retirement System. Before entering the financial sector, she worked in diverse fields including yoga instruction and retail management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternatives.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Jason Whong is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, MUFG Union Bank, and U.S. Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Daniela Pedley is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Summit Trail Advisors, Barclays Capital, and Lehman Brothers. Outside of her advisory role, Pedley serves on the board of Congo Voice, a charity, and is a member of the advisory committee for Futures Without Violence. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2019. 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, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. 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 includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Ethan Staller is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

Ryan Patterson is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at IEQ Capital, LLC since 2019 and previously spent three years at First Republic Investment Management, Inc. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s approach centers on macroeconomic research and customized investment policy statements, using a blend of liquid strategies, third-party independent managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and Series 65 registered advisor at Corient with four years of industry experience. His career includes roles at Corient, Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, as well as academic positions at the Yale School of Management and the University of California, Berkeley. Zhao is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 customized asset allocation, employing risk management tools and alternative investments where appropriate.

Alena Povarova is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment strategies, combining fundamental and technical analysis, tactical trading, and access to alternative investments through platform relationships and affiliated managers.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining IEQ Capital in 2024, Burlison worked at DC Advisory and Scholars of Finance and has academic experience from New York University. 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 employs a centralized macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and Evidation Health. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, utilizing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes and alternatives.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup. 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 process incorporates centralized macroeconomic research and utilizes a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients who typically have a net worth of $10 million or more.

Yvonne Thomas is a financial advisor with PNC Wealth Management in Burlingame, CA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs. The firm’s approach features an invitation-only, employee pilot program with limited direct client interaction and a focus on strategic portfolio implementation.

Evan Stafford is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors, LLC. His background also includes roles within the GoldKey Marine and related businesses. 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 process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Todd Barney is a CFP® with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having held prior roles at Potentia Wealth, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and Voya Investment Management Co. LLC. Todd serves on the finance committee of the Ronald McDonald House in Palo Alto, CA, a philanthropic organization supporting families needing extensive medical treatment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates proprietary technology platforms and third-party managers to implement a range of investment strategies.

John Palladino is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016. He also serves as a director on the board of the 10 Scenic Way Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

John Auer is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior roles include positions at Goldman Sachs and Webster Bank. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios including liquid strategies, third-party independent managers, and private alternatives.