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.

Adam Beard is a financial advisor at IEQ Capital, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Jefferies & Company, Inc. Beard serves on the Board of the Boston Youth Symphony Orchestra as a member of the Development Committee. 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 combines centralized macro and manager research with access to independent managers and alternative investments, managing approximately $35.4 billion in assets.

Minnie Sanford is a CFP® and holds a Series 66 designation, with 26 years of experience in the financial advisory industry. She has worked at Cerity Partners LLC since 2021 and previously at Bingham, Osborn & Scarborough LLC in two separate periods totaling six years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and 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 for qualified clients.

Mei Kwan is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. Her background includes roles at HSBC Bank USA, Wang Accountancy, Tranquil Asset Management LLC, as well as earlier positions at Banc of America Investment Services and Citicorp Investment Services. She also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of her advisory firm, where she engages in the sale of bank-related products alongside her advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm’s investment process incorporates strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through various program structures including the Offshore Spectrum program for qualified non-resident aliens.

Andrew Venturi is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Sepio Capital, Bank of America, and Merrill Lynch. 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 integrates centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Chris Parker is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Hui Chen Chen is a financial advisor at Citigroup Global Markets with 23 years of industry experience and a Series 66 designation. She has worked at Citigroup Global Markets since 2021 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors from 2012 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Jonathan Scheid is a financial advisor at Focus Advisor Solutions, LLC with 22 years of industry experience. He holds the Series 63 designation and has previously worked at Bellatore Financial, Inc., Loring Ward, and Foreside Financial Services. Scheid also serves as president of Focus Partners Advisor Solutions, LLC, and holds leadership roles with SA Funds Investment Trust. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management, serving over 33,000 clients through approximately 42 advisors with a mix of platform services and direct fund management.

Sharon Shyu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also affiliated with World Financial Group since 2010. Outside of her advisory role, she is involved in several longstanding family-owned business ventures dating back over three decades. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary model portfolios alongside third-party money managers, and delivers both discretionary and non-discretionary investment management solutions.

Andrew Kowal is a financial advisor at IEQ Capital, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Koil, MendaCel Inc., and South California Junior PGA. Separately, he has been involved in the restaurant business through Wa Sushi and Izakaya. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process incorporates macroeconomic research and multi-phase due diligence, offering portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Anne Beyel is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at IEQ Capital since 2019, following positions at First Republic Investment Management and Wheels Up. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that includes macro and manager research, independent manager selection, and allocations to liquid and private alternative investments.

Li Yang Lee is a financial advisor with TLG Advisors, Inc. in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Ping An Group, Inc. and Transamerica Financial Advisors, Inc. Outside of advisory work, he is involved in several insurance sales agencies and consults on test engineering for a high-tech memory development company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a combination of fundamental analysis and Modern Portfolio Theory in its portfolio construction, offering services ranging from investment supervisory and portfolio management to comprehensive financial and estate planning.

Jack Brooks is a financial advisor at IEQ Capital, LLC with a Series 65 designation. He has worked in the investment advisory industry since 2023, including prior experience at Moneta Group Investment Advisors, LLC. Before entering the industry, he spent several years in educational roles at Boston College and MICDS. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm integrates macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Samuel Brumbaugh is a CFP® with 13 years of experience in the financial industry. He currently serves as an advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Bel Air Securities LLC. 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, utilizing a combination of macro and manager research alongside access to liquid and private alternative investments.

Vanessa Anderson is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 23 years before joining Rockefeller Financial in 2026. Outside of her advisory role, she is the proprietor of Kona Alii Anderson LLC, a partnership that owns personal real estate in Hawaii. 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 provides discretionary and non-discretionary portfolio management, financial planning, and investment banking services, operating under a Private Advisor model with a consolidated investment platform.

Dahkwang Yeh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and Alliance Realty and Loan. Outside of his advisory role, he provides in-home support services, assisting elderly clients with daily living tasks. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach combined with third-party money managers and digital platforms to deliver investment advisory and retirement-plan services.

Daniel Goldie is a CFP® and CFA® with 27 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Bam Management, Buckingham Strategic Wealth, Dan Goldie Financial Services, PartnerVEST Advisory Services, and LWI Financial. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Elizabeth Murrell is a financial advisor at IEQ Capital, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Sepio Capital, LP and Wells Fargo Clearing prior to joining IEQ Capital in 2023. 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 employs a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments, managing approximately $35.4 billion in assets.

Timothy Ross is a financial advisor at Cresset Asset Management, LLC with 21 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Cresset in 2023, he worked at First Republic Investment Management and First Republic Securities Company LLC from 2015 to 2023. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence across public and private markets.

Erin Lively is a financial advisor at IEQ Capital, LLC with the Series 65 designation and one year of experience at the firm. Prior to joining IEQ Capital in 2025, she held roles at Fintrx and PenFed Credit Union, as well as positions outside the financial industry. 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 manages approximately $35.4 billion and offers a range of specialized investment solutions including private alternative investments and client Digital Asset exposure.