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.

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 six years of industry experience. His background includes roles with NYLIFE Securities LLC and New York Life Insurance Company, where he has been associated since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Elizabeth Murphy is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at KPMG LLP for two years. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed using a combination of liquid strategies, third-party managers, and private alternative investments.

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 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining IEQ Capital, she worked at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BOFA Securities. Stolz serves on the board 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 various institutional clients. The firm’s investment approach integrates centralized macroeconomic research with client-specific policy statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

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.

Nicholas Casaccia is a CFP® with eight years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for seven years and spent one year at Ernst & Young LLP. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, and tax support. The firm utilizes a long-term investment approach incorporating both active and passive strategies, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Emilio Johansen Foncuberta is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at San Mateo Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. OSAIC Institutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services using fundamental, technical, and asset-allocation analysis, with access to various investment platforms and solutions.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution capabilities, and provides bespoke discretionary solutions for high-net-worth relationships.

Eric Berquist is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He has previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. He is currently based in Palo Alto, California. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach combining active and passive strategies and offers customized portfolios aligned with clients’ risk tolerance and tax situations.

Nathan Redman Brown is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Before joining Focus Partners Wealth in 2025, he worked at Bordeaux Wealth Advisors and Human Investing, and he has a background that includes roles outside the financial sector, such as at Crocs Inc and George Fox University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies and offers customized portfolios managed on discretionary and non-discretionary bases.

John Mc Court II is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he held positions at Aerotek, Robert Half, and Blackberry. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios comprising liquid strategies, third-party managers, and private alternatives.

Jennifer Cheung is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She operates Ruby Legacy Financial and Insurance Solutions and serves as a board member of the Asian Real Estate Association of the East Bay. Cheung is also active in community service organizations, including the Wa Sung Community Service Club and the Asian Advisory Committee on Crime. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, delivering mostly non-discretionary asset management alongside advisory services connected to insurance and annuity products.

Daniel Hechler is a financial advisor at Mercer Global Advisors Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bingham Private Wealth, LLC, 17 Asset Management, and a graduate program at Presidio Graduate School. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, and also offers specialized programs and client education initiatives.

Nathaniel Tjoa is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at M Financial and Foresters Financial Services. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Sanjay Foster is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AlTi Tiedemann Global and Marks Baughan Securities, LLC. His background also includes roles outside the financial sector, including positions at the University of Richmond and Upper Duplin High School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm combines centralized macro and manager research with access to alternative investments and offers specialized services such as PPLI sub-advisory and digital asset exposure.

Gregory Greenwood is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked with firms including Pacific Gas & Electric, MetLife, and World Financial Group. In addition to his advisory role, he manages relationships between PG&E and local municipalities to support capital improvement projects and regulatory coordination. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms such as Transamerica ONE and TFA365.

Adam Strauss is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cresset Asset Management, LLC and STIFEL. Adam joined IEQ Capital in 2026. 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 emphasizes client-specific investment policy statements and a mix of liquid strategies, independent managers, and private alternative investments, focusing on clients with a net worth of $10 million or more.