David Denison is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2017 and operates Denison Financial and Insurance Services, which brokers non-registered insurance products and offers New York Life products and services. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jeremy Wenner is a financial advisor at IEQ Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining IEQ Capital in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. from 2018 to 2023, and Jefferies & Company, Inc. from 2010 to 2018. 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’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, focusing on separately managed accounts and family-office services for clients generally with net worth at or above $10 million.

William Graff is a financial advisor at IEQ Capital, LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work experience at Werba Rubin Papier and Claremont McKenna College. Outside of his advisory role, he was involved with East Chop Beach Club for six years. 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.

Carl Consing is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years before joining Eagle Strategies and affiliated New York Life entities in 2023. Carl serves as a board member of the NAIFA San Francisco Peninsula chapter, where he helps plan and execute educational programs for members. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. He has also been involved with Menlo Circus Club, where he teaches swim lessons and coaches practice for children aged 2 to 15. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm utilizes a centralized investment process with a focus on alternative investments and offers specialized services including digital asset exposure and private placement life insurance sub-advisory.

Roman I Vlev is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has work experience in technology and health-related businesses, including a partnership role at Spark Health Inc and MIS. Outside of his advisory role, he is also an independent insurance agent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Cetera Wealth Services, Sageview Advisory Group, ForUs Advisors, and BPM Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Daniel Gunadi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has held roles at Synopsys Inc., Cisco Systems Inc., and the Heartland Institute of Financial Education. Outside of his advisory work, he provides technical support at Synopsys Inc., a high-tech hardware and software company. Transamerica Financial Advisors serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers, offering integrated retirement plan services and proprietary investment solutions.

Lauren Hansen is a CFA® charterholder currently with IEQ Capital, LLC, where she has worked since 2026. She has prior experience at Mercer, Corepower Yoga, Santa Barbara County Employees Retirement System, O’Neill Surf Shop, and Hansen & Rutherford, LLP. 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 process includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

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.

Lovlean Purewal is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. She has two years of industry experience and has previously worked at Lion Street Advisors, Morgan Stanley, UBS, and DFA of California. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party sub-advisers through various platforms.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

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.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

Chuong Ha is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work includes a year at Net Law and roles with World System Builders and World Financial Group since 2015. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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.