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. His prior roles include positions at Ameriprise, NYLife Securities, and New York Life Insurance Co. Since 2026, he has also been associated with LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, including a proprietary platform called WealthSuite. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies and third-party managers.

Miles Amodeo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset-allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screens and third-party managers to build client programs.

Susan Schaeffer is a financial advisor with Sanctuary Advisors, LLC in Danville, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked with Merrill Lynch Pierce, Fenner & Smith, Inc. and Bank of America, N.A. for a decade. Schaeffer is a committee member of the Financial Women of San Francisco, where she helps plan networking and professional development events. Sanctuary Advisors, LLC serves a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent advisors. The firm provides portfolio management via multiple account structures and employs various analytical approaches, operating as a fiduciary when advisory agreements are in place.

Riley Adams is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Google, YATI Media, and Entergy Corporation prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides various portfolio management and consulting services through a network of independent advisers, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Ethan Mirador is a financial advisor at Private Advisor Group, LLC with Series 66 credentials. He has been in the industry since 2025 with prior roles including positions at LPL Financial LLC, Diamond Group Wealth Advisors, and experience in higher education and municipal recreation departments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates multiple investment strategies, leveraging technology platforms and third-party managers.

Tuan Nguyen is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Dublin, CA. He holds the Series 63 and Series 65 licenses and has experience working previously at Worthington Financial Partners, Sandia National Laboratories, Lawrence Livermore National Laboratory, and the Federal Bureau of Investigation. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using both discretionary and non-discretionary management, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Courtney Rapa is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Advisors. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a flexible investment approach through a broad network of independent advisers and employs multiple analytical strategies along with a range of managed account solutions.

Kory Lam is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with HSBC in various roles since 2015. Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with discretionary and non-discretionary portfolio options, supported by global asset management and fund due diligence affiliates.

Jacob Strong is a Series 65-credentialed advisor at Mariner with one year of experience in the financial advisory industry. Prior to joining Mariner, he worked in technology and marketing roles at companies including AppsFlyer and CleverTap. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services supported by an internal Investment Committee and third-party managers.

Marjan Yavari is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Bankers Life Advisory, Yavari held positions at Northwestern Mutual, Bank of America, Wells Fargo, and Cnergy Plus. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

Brendan Halick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has previously worked with firms including HSBC Bank USA NA and Lending Club. He also serves as an associate advisor supporting senior partners at David White & Associates and Barto Lucas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and life subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial and third-party platforms.

Ryan Ford is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior work includes five years at B|O|S and a six-year period out of employment. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, while also offering specialized private-markets investments and affiliated services such as pension consulting and insurance products.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at several firms, including Axianta Financial Partners and WFG Direct. Outside of her advisory role, she is an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family-owned restaurant LLC. 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 variety of proprietary and third-party investment programs.

Robert Allendorf is a financial advisor at Citigroup Global Markets with 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He holds Series 66, Series 63, and Series 65 licenses. 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 operates with a combination of large institutional scale and specialized market roles, including in-house research and derivative services.

Jay Doraiswami is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wealtheon Advisors LLC for six years and JPMorgan Securities LLC for four years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

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.