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 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 23 years. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and 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.

Jennifer Young is a financial advisor at IEQ Capital, LLC with nine years of industry experience. She holds the Series 66 designation and has held positions at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality prior to joining IEQ Capital in 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach integrates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

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 with 11 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC since 2019 and previously worked at UBS Financial Services from 2014 to 2019, as well as AriiX Corporation between 2011 and 2019. 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 through a Private Advisor model and an integrated investment platform, combining discretionary and non-discretionary solutions alongside broker-dealer capabilities and alternative investment placements.

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 63 and Series 65 licenses and six years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2016, as well as Hooz Wealth Strategies and Insurance Solutions, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.