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 at UBS Financial Services for 23 years. Outside of her advisory role, she is the proprietor of Kona Alii Anderson LLC, a partnership that holds 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 offers portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternative investments.

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 industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Bam Management, LLC, Buckingham Strategic Wealth, LLC, and operated his own firm, Dan Goldie Financial Services LLC. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering both discretionary and nondiscretionary advice across a broad array of asset types and strategies.

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.

Jennifer Young is a financial advisor at IEQ Capital, LLC with eight years of industry experience. She holds the Series 66 designation and has worked previously at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality. She has been with IEQ Capital since 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm combines macroeconomic research with client-specific investment policies to construct portfolios from liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.

Lan Ge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Lan has held various roles, including health insurance agent and registered tax return preparer, and is involved in college planning programs and an educational organization, World System Builders. Outside of financial advising, Lan participates in programs supporting families with college planning and provides in-home supportive services. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm serves individual investors, employer plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Natalia Whitaker is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining IEQ Capital, she worked at Third Bridge Group Limited and Astor Financial Group. Outside of her advisory role, she is a passive shareholder in a family food distribution business, American Key Food Products LLC. 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 alternative investments, managing approximately $35.4 billion through a platform that integrates private investment vehicles and specialized services.

Andy Lam is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Rock & Co LLC and Rockefeller Financial LLC since 2019, and previously was with UBS Financial Services and AriiX Corporation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, employing both in-house and third-party managers, and provides access to alternative and private investments within a comprehensive wealth management platform.

Dean Horwitz is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC from 2013 to 2019. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across its platform.

Darci Hawkins is a financial advisor at Cresset Asset Management, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Investment Management and First Republic Securities Company from 2015 to 2023. Hawkins serves as Treasurer on the Board of the National Charity League, Willow Rose Chapter. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that incorporates both active and passive strategies, along with third-party manager allocations, supported by a structured due-diligence process.

Sean Van Der Wal is a CFP®-certified financial advisor at Mariner with nine years of industry experience. He has worked at Mariner Wealth Advisors since 2024 and previously held positions at Bordeaux Wealth Advisors, Drawing Capital Group, and Charles Schwab. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research and third-party managers to create customized portfolios and provides integrated tax, accounting, and family office services alongside employer financial wellness tools.

Caden Sanchez is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC before joining IEQ Capital. Prior to his financial advisory career, he spent ten years in full-time education. 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 approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios composed of liquid strategies, independent managers, and private alternative investments.

Adam Govani is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Conquis Financial LLC, Summitry, LLC, Cambridge Investment Research Advisors, Inc., and Waddell & Reed Inc. He holds the Series 66 designation and is based in Menlo Park, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Ryan Ballesteros is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding Series 65 and Series 63 licenses and having six years of industry experience. He has worked with NYLIFE Securities LLC since 2019 and New York Life Insurance Co since 2016. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Sandy Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfgia dating back to 2002. Outside of her advisory role, she provides in-home supportive services to elderly family members under a state program. 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 deliver investment advisory and brokerage services through a large network of advisors and multiple program platforms.

Dong Woo Kim is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2021. Prior to joining IEQ Capital, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and invests across liquid and private alternative assets, managing approximately $35.4 billion in client assets.

Kimberly Stolz is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Bank of America and Merrill Lynch. Stolz serves as a board member of the Lesbian, Gay, Bisexual & Transgender Community Center, advising on development and governance. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process, constructing portfolios from liquid strategies, independent managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

Eric Harrison is a financial advisor at IEQ Capital, LLC with 15 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. Harrison serves on multiple advisory boards, providing general investment advice to various funds and investment firms. IEQ Capital offers discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.