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.

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.

Robert Tapia is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Stratos Wealth Partners, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model employs a range of investment strategies and utilizes technology platforms to implement advice through portfolio managers and third-party strategists.

Spencer Gordon is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes roles at First Republic Investment Management Inc. and First Republic Bank, as well as a position at the University of California, Berkeley. IEQ Capital 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, employing a centralized investment process that incorporates independent managers and alternative investments through platforms such as iCapital.

Tomonari Yamanaka is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and operates with large institutional scale and specialized market roles.

Heather Gaillard is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors. Outside of finance, she has experience working with Pilates V. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Chris Spencer is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His career includes positions at LPL Financial, Mariner Independent Advisor Network, Merrill, Banc of America Investment Services, and Morgan Stanley. Spencer is involved in providing investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Morgan Friel is a financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked for eight years at Autodesk and three years at AlienVault, which was acquired by AT&T. He holds a Series 65 credential. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm emphasizes a research-driven investment process and offers additional family-office services, OCIO engagements, and access to digital asset investments through Fidelity Digital Asset Services.

Bradley Stinn is a financial advisor at Cresset Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eaton Vance Distributors, Inc., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co., LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across public and alternative assets.

Chao Lin Wood is a ChFC® credentialed financial advisor with 18 years of industry experience, currently with Citigroup Global Markets in San Jose, CA, where he has worked since 2016. Prior to Citigroup, no other firms are listed. Outside of advisory work, he is a co-owner and landlord of rental properties in the San Jose and Santa Clara areas. 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 integrates in-house research and operates with large institutional scale, providing a broad range of advisory and execution services.

Ying Shi is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 65 and Series 63 licenses and has served on the board of Kiwi Drop Inc., a company focused on connecting small business owners with merchandise from China through social media and live broadcasting. She is also involved with 996 Partners LLC and works as an associate director managing events at Stanford University to promote faculty research to alumni. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, serving both discretionary and non-discretionary clients.

Julia Boustany is a financial advisor at IEQ Capital, LLC with a Series 66 designation and one year of industry experience. Prior to joining IEQ Capital, she worked at Morgan Stanley and held various roles at the University of Southern California, The Pacific Bridge Companies, ReInvest Capital, and Occidental College. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Chelsea Salins is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Galileo Planning Group. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Pablo Albarran is a financial advisor with Transamerica Financial Advisors in Santa Clara, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Dream Builder Financial and Silicon Valley Enterprise, Inc. Outside of advisory work, Albarran is engaged in health insurance sales through Matrix Insurance Agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Andrew Porter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at Portola Partners and Brownson, Rehmus & Foxworth. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using advanced risk management tools.

Michael Glasser is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Summit Financial Advisors, LLC and FC Naples. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across a range of strategies and serves in both advisory and product-sponsor capacities, managing substantial assets and affiliated investment vehicles.