Aarish Patell is a CFA® charterholder and Series 63 licensee with one year of industry experience. He is currently an advisor at IEQ Capital, LLC and has previously worked at LGT Capital Partners, Canvas Ventures, Cambridge Associates, Nepc, and Cjs Securities, Inc. IEQ Capital, LLC 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 focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

Garrett Gillett is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and eight years of industry experience. His prior firms include B|O|S and Financial Engines Advisors L.L.C. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Steven Brito is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Apple and Embarcadero Capital Partners. He also has experience in construction and spent five years at the University of Michigan. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

Xiu Hou is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wisecrook Financial LLC and WFGIA. Outside of his advisory work, he has been involved with Sangraf International Inc., a company that sells graphite electrodes to steel companies, and has experience managing finance operations there. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Franz Weigel is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has been with IEQ Capital since 2025 and has prior experience at Elite Portfolios and Carmel Realty. He also spent time at UCSB in both academic and professional roles. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts and foundations. The firm follows a macroeconomic-driven investment process and offers customized portfolios that include liquid strategies, third-party managers, and private alternative investments.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. 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 derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for large clients.

Michael Horio is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at ICONIQ Capital, PNC Bank, and Gabelli Asset Management Company. Prior to his advisory roles, he was affiliated with the University of California Berkeley. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofits, and other entities. 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.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Greg Baglio is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at InfoTrack US, Zocalo Health, and Escalate Capital. 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 centers on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternatives.

Andrew Boothe is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Portola Partners and Bain & Company. His background also includes a role at the University of Pennsylvania. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Jack Deardorff is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Familie, Fowler Property Acquisitions, Aspen Mountain Club, and Fresh Direct, as well as academic positions at the University of Southern California and John Cabot University. 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 emphasizes separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside alternative investments accessed through the iCapital platform.

Daniel Connolly is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Lavelle Capital and Bridge Housing. Outside of finance, he has a long history of employment at John Foley's Irish House. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates liquid and private alternative investments through a centralized research process and specialized capabilities such as digital asset exposure.

Erickson Dimaano is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, including roles with World System Builders and World Financial Group Insurance Agency. Prior to this, he has worked at Kaiser Permanente since 2011. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and manages over $2 billion in assets.

Maureen Costello is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Buckingham Asset Management, LLC for 11 years before joining Focus Partners in 2024. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Zoe Ng is a financial advisor with Independent Financial Group, LLC, where she has worked for 21 years. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Outside of advisory work, she serves as a California Notary Public and is involved in real estate sales and property management with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management options and third-party programs, combining strategic asset allocation with active and passive investments across various risk profiles.

Daniel Towers Carbajal is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Transamerica Financial Advisors and World Financial Group, Inc. since 2016. Carbajal is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Tina Tsao is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Deutsche Bank and Citi Private Bank. Tsao has also been involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Ryan Ortiz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Cresset Asset Management, J.P. Morgan Securities, First Republic Investment Management, and State Street. 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’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to both liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Tracie Glaros is a financial advisor with Creative Planning, holding a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, she worked at Maxwell Wealth Strategies Inc., Raymond James Financial Services, and Edward Jones. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and access to private market investments.