Chong Kam is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Citi in 2025, he worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2013 to 2025. Outside of his advisory role, he owns and manages a limited partnership established to oversee rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a breadth of institutional capabilities, including in-house research and derivatives services.

Ryan Patterson is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at IEQ Capital since 2019, following a three-year tenure at First Republic Investment Management. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, third-party Independent Managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Corient in Menlo Park, CA, and has previously worked at Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, among other roles. 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 specialized platforms, incorporating risk management tools and alternative investments where appropriate.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at DC Advisory and Scholars of Finance. IEQ Capital 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 is based on centralized macroeconomic research and client-specific Investment Policy Statements, combining liquid strategies, third-party Independent Managers, and private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior work includes roles at First Republic Investment Management, Inc. and Evidation Health. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and active and passive strategies across public and alternative asset classes.

Jeffrey Leong is a financial advisor with Citigroup Global Markets in San Francisco, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Citigroup since 2012. Outside of his advisory role, he manages a rental property in San Leandro, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a distinctive combination of large institutional scale and specialized market roles.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with five years of industry experience. Cheng holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, combining centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

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. Outside of his advisory role, he has been involved with businesses related to GoldKey Marine and GoldKey Wine and Self-Storage. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing liquid strategies, third-party independent managers, and private alternative investments.

Todd Barney is a CFP® with 26 years of industry experience, currently associated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Potentia Wealth, Invesco Distributors, and OppenheimerFunds Distributor. Barney serves on the finance committee of the Ronald McDonald House in Palo Alto, a philanthropic organization supporting families requiring extensive medical treatment. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes multiple investment approaches and provides access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program.

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.

Jon Ekoniak is a CFP® professional with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors, Jon Ekoniak Consultancy, and Charles Schwab & Co. He is based in Menlo Park, CA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Bradley Howell is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at LCG Associates, Inc. for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm employs a centralized macroeconomic research process and builds portfolios using liquid strategies, independent managers, and private alternatives while offering ancillary family-office and administrative services.

Bennett Canady is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at RBC Capital Markets and Fidelity Investments. His background also includes roles in the wine industry and various short-term engagements in education and technology sectors. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process centers on macroeconomic research and client-specific policies, offering diversified portfolios that include liquid strategies, independent managers, and private alternatives.

Tam Diep is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Hightower Advisors, and First Republic Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Meenakshi Karamcheti is a Series 65 licensed advisor with IEQ Capital, LLC and has five years of industry experience. She has held roles at IEQ Capital since 2020 and previously worked in academic settings at Tufts University, Oxford College of Emory University, and Menlo School. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Frank Lankford IV is a financial advisor with IEQ Capital, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at CitiGroup and J.P. Morgan, with roles spanning investment and securities services over a combined 12 years. 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 is centered on macroeconomic research and tailored investment policy statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Annaamalaii Palani is a Series 66-licensed financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) since 2020. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., First Republic PWM, and Fisher Investments. She is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Lin Kong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Oracle Corporation, ServiceMax, Inc., General Electric, and World Financial Group, Inc. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides a range of discretionary and non-discretionary program options.