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.

Tyler Montano is a CFP® with seven years of industry experience, currently affiliated with Private Advisor Group, LLC in San Carlos, CA. He previously worked at Ameriprise and New York Life, gaining experience at multiple financial services firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach, utilizing technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Miles Amodeo is a CFP®, ChFC®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2025, and previously held roles at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, and tax services. The firm’s investment approach emphasizes tailored asset allocation with proprietary screening and manager selection, and it offers access to alternative and private market solutions for qualified clients.

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.

Jane Stephan is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory work, she is the owner of HafenDew LLC, a social networking and relationship app, where she contributes ideas and insights based on personal experience. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm employs a structured investment approach using model risk profiles and incorporates global asset management and fund due diligence in its offerings.

Daniel Hahn is a CFP® with 33 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017, following nine years at NEXT Financial Group and ten years at Securian Financial Services, Inc. In addition to his advisory role, he has worked part-time as a statistician for the San Jose Earthquakes MLS. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models to develop client strategies, offering a variety of portfolio management options and financial planning services.

Jean Gannon is a financial advisor at Rockefeller Financial LLC in Palo Alto, CA, holding Series 63 and Series 66 licenses with 29 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 Private Advisor model supported by the Rockefeller Global Investment Management platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Ryan Ford is a CFP® professional currently with Cerity Partners LLC, based in Redwood City, CA, with three years of industry experience. He began his career at B|O|S, where he worked for five years before a six-year period away from the industry. Ryan has been with Cerity Partners since 2026. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Robert Allendorf is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He is currently based in San Mateo, California. 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 combines large institutional scale with specialized market roles, including in-house research and execution capabilities, and provides a broad set of advisory and custody services.

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.

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.

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.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. He has been associated with IEQ Capital since 2024 and also serves as a swim instructor and coach at Menlo Circus Club, teaching children ages 2 to 15. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Wealth Services, Sageview Advisory Group, and Valic Financial Advisors. He is based in Redwood City, CA. 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 approach with a focus on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

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.