Ernest Hui is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Kestra Advisory Services and has prior experience at Gbs Insurance And Financial Services, Inc. and M. Holdings Securities, Inc. Since 2022, he has been involved as a co-founder and partner of Bald Eagle City, a local basketball club focused on organizing leagues and coaching youth teams in his community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and employs a rigorous investment due diligence process while offering access to multiple management platforms and third-party solutions.

Bennett Mc Dermott is a financial advisor at IEQ Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ares Wealth Management Solutions and Santa Clara University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, using a combination of liquid strategies, independent managers, and private alternative investments.

Peter Gifford is a financial advisor at Mercer Global Advisors Inc. based in Menlo Park, CA, holding a Series 65 credential with three years of industry experience. Prior to joining Mercer, he worked at Regis Acquisition Inc. and Regis Management Company, LLC, where he held management roles. He serves on the boards and investment committees of several nonprofit organizations, including the Children’s Health Council and the Palo Alto Community Fund. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients, providing investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate accounts, and private funds, supported by client education and integrated service offerings.

Stephen Griffiths Jr. is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Goldman Sachs and First Republic Investment Management, as well as service in the United States Army. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and other entities. The firm’s investment approach centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Cheuk Wong is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at 888 International LLC, World Financial Group, American Emperor LLC, and Caltrans, where he works as an engineer. Outside of advising, he is involved in managing a hardware business through American Emperor LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and supports its network through multiple program platforms such as Transamerica ONE and TFA365.

Harry Guilfoyle is a financial advisor at IEQ Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IEQ Capital since 2019. Prior to that, he was employed at First Republic Securities Company, LLC and First Republic Investment Management from 2013 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a research-driven investment process and offers a range of services including discretionary SMA management, family-office support, and access to private alternative investments.

Garrett Gillett is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Financial Engines Advisors L.L.C. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that combine quantitative screening, manager selection, and access to alternative and private market solutions.

Steven Brito is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Apple and Embarcadero Capital Partners. He also has experience in construction and spent five years at the University of Michigan. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Franz Weigel is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has been with IEQ Capital since 2025 and has prior experience at Elite Portfolios and Carmel Realty. He also spent time at UCSB in both academic and professional roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm follows a macroeconomic-driven investment process and offers customized portfolios that include liquid strategies, third-party managers, and private alternative investments.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for large clients.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at ICONIQ Capital, PNC Bank, Gabelli Asset Management Company, and the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a centralized macroeconomic research process and constructs portfolios using a mix of liquid strategies, third-party independent managers, and private alternative investments.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Andrew Boothe is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Portola Partners and Bain & Company. His background also includes a role at the University of Pennsylvania. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Qing Ji is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and at Blue Shield of California since 2013. He is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. 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 family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Daniel Connolly is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Lavelle Capital and Bridge Housing. Outside of advisory roles, he has a long history of involvement with John Foley's Irish House from 2008 to 2023. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and offers a range of services including SMA management, family-office support, and access to private alternative investments.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Focus Partners in 2024. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Jason Hooz is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. He holds the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked with New York Life Insurance Company since 1979 and Nylife Securities LLC since 1983. He is the owner of Hooz Wealth Strategies and Insurance Solutions, LLC, which brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types, including fee-based advice and retirement plan consulting, and manages a substantial portion of its assets on a non-discretionary basis.