Nathan Blair is a financial advisor at Corient with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Palo Alto Wealth Advisors, LLC and Aetos Capital, LLC. Blair is based in Menlo Park, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and 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 employs risk management tools and stress testing to align portfolios with client objectives.

Tyler Baumann is a financial advisor at IEQ Capital, LLC with a Series 65 designation and three years of industry experience. Prior to joining IEQ Capital in 2022, he held positions at ZS Associates and Franklin Templeton. His background also includes work related to educational institutions such as Serra High School and Stanford University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Jack Nathan is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Western Alliance Bank, Cisco, and the Orfalea College of Business. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process combining macro and manager research, with a focus on separately managed accounts and alternative investments.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Riley Adams is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Google, YATI Media, and Entergy Corporation prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides various portfolio management and consulting services through a network of independent advisers, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jessie Tran is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is active as a real estate sales agent with OnTime Realty Corp and markets Medicare Advantage products through South Bay Health Insurance Services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach supported by third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marika Kelley is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at BNY Wealth Management for four years and had a brief tenure at Sezzle. 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, independent managers, and private alternative investments.

Megan Herrin is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at SVB Private, Althelas, Goldman Sachs, Sundance, and Au Pair. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, specializing in separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with access to alternative investments and digital asset exposure.

Jean Gannon is a financial advisor with Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Rockefeller Financial in 2026, Gannon spent 23 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a consolidated investment platform that includes direct management, third-party managers, and personalized managed account services.

Marjan Yavari is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Bankers Life Advisory, Yavari held positions at Northwestern Mutual, Bank of America, Wells Fargo, and Cnergy Plus. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her work history includes roles at firms such as WFG Direct and Axianta Financial Partners Norcal LLC. Outside of her advisory role, she is involved as an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family restaurant business LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory programs, combining proprietary and external investment solutions.

Robert Allendorf is a financial advisor at Citigroup Global Markets with 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He holds Series 66, Series 63, and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivative services.

Pingping Medley is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica since 2015 and is also involved in college consulting through Education Encompassed and social security benefit analysis via NARSSA. Medley co-founded Medley FBC, Inc., a company used primarily for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm employs a model portfolio and third-party manager approach, offering integrated retirement services and affiliated product distribution.

Helena Mew is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been associated with Transamerica Financial Advisors since 2015 and serves as Treasurer on the board of the Asian Community Cultural Association of San Leandro. Additionally, she conducts annual internal audits for First Chinese Baptist Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of over 1,000 advisors and model-based portfolio management delivered through multiple program platforms.

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.

Nicholas French is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He previously worked at SVB Securities for 15 years before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group in 2026. He holds Series 63 and Series 65 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified investment process that combines passive and active strategies overseen by an internal Investment Committee.

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.