Jennifer Seacrist is a financial advisor at Rockefeller Financial LLC in Los Gatos, CA, holding a Series 66 designation with 19 years of industry experience. Her career includes a decade at Morgan Stanley and roles at First Republic Investment Management and First Republic Securities prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients and corporations. The firm operates a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Richard Rodriguez is a CFP® with 14 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd and previously worked at LPL Financial, Royal Alliance Associates, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory roles, he was involved with Diamond Skills Camp for over a decade. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a range of financial planning and outsourced CIO solutions.

Ana Galutera is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs.

Tammie Barsocchini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 36 years of industry experience. She previously worked with Mariner Independent Advisor Network and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions including its proprietary WealthSuite platform and alternative investments.

Thuan Pham is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. His prior work includes roles at Golden Bay Insurance Agency and New York Life entities. He is also involved as an insurance broker for property, casualty, and non-registered products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within an integrated New York Life affiliate structure and offers a variety of program types tailored to client and plan sponsor objectives.

Perry Mikic is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He joined IEQ Capital in 2024 and has prior experience at Cicero Technologies and TBI Financial, among other roles. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through an extensive platform, managing approximately $35.4 billion in assets.

Zachary Herlick is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC prior to joining Corient. Corient serves a diverse client base ranging from individuals and high-net-worth clients to trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach, combining in-house strategies with third-party managers and customized asset allocation, and offers specialized services through affiliated family office, tax, and corporate trustee platforms.

David Arizini is a financial advisor at Cresset Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, he is involved as managing partner of an LLC that operates an active vineyard. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides services such as portfolio management, wealth planning, private fund advisory, and family office solutions.

Kevin Lyle is a financial advisor at IEQ Capital, LLC in Foster City, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, SGC Financial & Insurance Services, Securian Financial Services Inc, and Minnesota Life Insurance Company. 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.

Conor Newby is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2025. His prior experience includes roles at BayHill Ventures, Oakland Roots SC, and multiple positions affiliated with the University of North Carolina at Chapel Hill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Caitlin Ford is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for four years. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Alicia Mchugh is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, and Loring Ward Holdings, Inc. Her career spans roles focused on wealth management and advisory services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Samantha Colleran is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Whittier Trust. Outside of her advisory role, she has experience in educational and nonprofit settings, including positions at Chapman University and Grace Fellowship Church. 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 incorporates independent manager research and access to alternative investments through a proprietary platform.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at GW & Wade in various capacities from 2015 to 2023 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Susan Wilson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has concurrently worked in environmental health and safety consulting as a principal consultant at BSI EHS Services and Solutions since 2016. Additionally, she has experience in insurance and non-insurance product sales affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services that encompass fee-based wrap programs, model portfolios, and commission-based products. The firm operates uniquely as both a registered broker-dealer and RIA while providing affiliated retirement and recordkeeping services.

Jeff Branson is a CFP® with 10 years of industry experience currently serving as a financial advisor at NewEdge Advisors. His prior roles include positions at Branson Financial Planning, LLC, and Investacorp Advisory Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, including access to third-party managers and sponsored advisory programs, with a focus on centralized due diligence and the use of technology to support advisors and clients.

Swastik Singh is a financial advisor at Cerity Partners LLC in Los Altos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he was a student for eleven years. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolios with diversified asset allocation and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Benjamin Steed is a CFA® charterholder with 14 years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Sepio Capital, Bank of America, and Merrill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with alternative investments and operates an extensive private-investment platform managing approximately $35.4 billion in assets.

Heidi Lau is a financial advisor with HSBC Securities (USA) Inc. based in Fremont, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining HSBC, she worked at J.P. Morgan Securities, Citigroup Global Markets, and Charles Schwab. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her broker-dealer firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and involves ongoing fund due diligence, with a mix of non-discretionary and discretionary portfolios.

Xiomara Vielman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Independent Financial Group and Next Financial Group Inc. She is also a co-owner of JJXR, LLC, an entity managing office real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, and compliance services while offering a range of investment program options and discretionary model portfolios.