John Micek IV is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Third Leaf Partners and Criterion Capital Management. Outside of advising, he is the proprietor of Red Stitch Wine Group, a Napa winery, and serves as a director of a cybersecurity startup, Circle Systems. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm’s investment approach combines macroeconomic research with customized Investment Policy Statements, utilizing a diverse mix of liquid strategies, independent managers, and private alternatives.

Hadi Ahmadi Aval is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Jose, CA. He operates Aval Financial Strategies and Insurance Solutions, Inc., through which he sells New York Life products and brokers non-registered insurance products. Prior to his current roles, he has been associated with NYLIFE Securities LLC and New York Life Insurance Co. for multiple years. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and conducts the majority of its asset management on a non-discretionary basis within an integrated New York Life affiliate structure.

Xiao Lin is a Certified Financial Planner® with five years of experience at Transamerica Financial Advisors and additional background as a Certified Divorce Financial Analyst since 2026. She has worked in health insurance sales and related businesses for over 15 years and is involved with Zhong Shi & Associates, Inc., a spouse-owned non-investment business. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Mark Branson is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Cerity Partners, LLC since 2026 and previously spent 20 years at Cornerstone Capital, Inc., as well as five years at RCM. 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 employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative methods with third-party managers and individual securities.

Denny Tsuei is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at several firms including Citigroup, TD Ameritrade, Scottrade, and Charles Schwab. Tsuei is also a dual-hatted Bank Officer at HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process with model risk profiles and leverages both affiliated and third-party providers for advisory, fund selection, and administrative services.

April Sullivan is a financial advisor at Corient with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Portola Partners, Brownson, Rehmus & Foxworth, Amazon Logistics, Curran and Lewis, and First Republic Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Rafael Velez III is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial, LLC for 14 years and at Summit Financial Advisors, LLC for 27 years. Velez serves as a vice president and board member of Youth Experience Sponsorship, a nonprofit organization. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and other services into client relationships.

Jeffrey Lin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc. and Portola Partners. Jeffrey has been with Corient and its related entities since 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Jarrad Schultz is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with IEQ Capital, LLC and previously worked at City National Rochdale for six years and Wells Fargo & Company for three years. 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 centers on macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternative investments.

Diana Pastrana is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Royal Alliance Associates, LLC, Equitable Advisors, LLC, Chewse, and UCSF Medical Center Parnassus. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Douglas Poetzsch is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citi Private Bank for 11 years before joining IEQ Capital in 2024. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach includes centralized macro and manager research, the use of independent managers, and allocation to both liquid and private alternative investments.

Adrianne Flores is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. She has prior experience with Alameda Financial Group, Koehler & Associates CPA's Inc, The Weed Solution, and Staples, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm employs both active and passive investment approaches, utilizing model portfolios and third-party asset managers to tailor strategies according to client risk tolerances.

Rodney Suzuki is a financial advisor with Primerica Advisors based in San Francisco, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and Prudential Insurance. He is also engaged in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Lirong Shan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Transamerica Financial Advisors, Shan worked at several real estate and mortgage firms. Outside of financial advising, Shan is involved in the restaurant industry as a nutritionist, creating healthy new food offerings. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Samuel Biscaro is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Certuity and First Republic Investment Management, Inc. Prior to his finance career, Biscaro was employed at Salesforce, Well Health, and General Dynamics Land Systems. IEQ Capital provides portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Cameron Smith is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. 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 includes independent manager research and allocation to both liquid and private alternative investments.

Shannon Blackmon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Earned Wealth Advisors, Thomas Doll, and Robasciotti & Associates. Outside of her advisory work, she is the founder and formulator of Oyabloom, LLC, a small business producing handcrafted personal care and beauty products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Canji Liang is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining HSBC Securities in 2025, Liang worked at Charles Schwab for five years and held a position at HSBC Bank USA. Liang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, in addition to their advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options, with investment strategies supported by HSBC Global Asset Management and affiliated providers.

Yanna Chen is a financial advisor with Transamerica Financial Advisors in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Her professional history includes roles at Transamerica Financial Advisors since 2016 and a longstanding position with the California Public Utilities Commission dating back to 2007. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary program options.

Linh Tonnu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with multiple firms including World Financial Group and Blue Shield of California, and is involved with Narssa.org, where she provides education on Social Security benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.