Alexander Jack is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He previously worked at First Republic Investment Management, Inc. from 2016 to 2019 before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Long Tran is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Creative Planning and has previously worked at Compound Planning, Lido Advisors, Bnt Holdings, Mission Wealth Management, and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Simon Tryzna is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently a financial advisor at Corient and has previously worked at Palo Alto Wealth Advisors and Clearpath Capital Partners. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jonathan Berrios is a CFP® and Series 65-registered financial advisor at Cerity Partners LLC with three years of industry experience. He has worked at Cerity Partners since 2022 and previously held roles at BOS, ASI, Inc., and Iverbe. His background also includes several years in full-time education and involvement with LA Vikings FC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services, utilizing a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Tara Ellis is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Money Concepts Capital Corp., Minnesota Life Insurance Company, Securian Financial Services, and Compass Capital Management. Outside of her advisory work, she serves on the board of advisors for Heatrx, a pest control bedbug remediation company, and holds a partner role in its Los Angeles expansion, contributing to sales training and operations. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Catherine Layton is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation. She joined the firm in 2024 and has prior experience at Litman Gregory Asset Management, LLC, where she worked for 15 years. Before joining Capital Group, she was involved with the Schurig Center for Brain Injury Recovery. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Samantha Lee is a CFA® charterholder with eight years of experience in the financial industry. She has been with IEQ Capital, LLC since 2018 and previously worked at First Republic Bank and 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, and private funds. The firm emphasizes separately managed accounts and alternative investments through a centralized investment process supported by extensive manager research.

Grace Apuy is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding CFP® and Series 66 designations and bringing 18 years of industry experience. Her work history includes positions at Kayne Anderson Rudnick and VP Distributors LLC, as well as a brief tenure at BNY Mellon. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Michael Mangels is a CFP® professional with 14 years of experience in financial advising. He has worked at Wealthspire Advisors since 2024, following a 13-year tenure at Private Ocean. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Eskinder Assefa is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Eskinder spent 15 years with DiamondTip LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, including fee-based hourly advice and retirement plan consulting.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Pejouhesh manages several rental properties outside of his advisory role. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Paul Bergeron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 15 years of industry experience. He previously worked at The Retirement Group, LLC and LPL Financial. Outside of advisory services, he is involved in mortgage and real estate brokerage through Paul Bergeron Real Estate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, combining passive and active management guided by an internal Investment Committee and quantitative and fundamental research.

Felix Cheng is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Schwab and its related entities since 1997, including 14 years specifically at Schwab Wealth Advisory. Outside of his advisory role, Cheng is involved in managing inherited commercial real estate holdings through a family company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research, with trades executed only upon client authorization.

Melody Suehiro is a CFP® professional with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following positions at Galileo Planning Group and BNY Mellon. Cerity Partners advises a diverse clientele, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Chad Thomas is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase & Co. and J.P. Morgan Securities, Inc. prior to joining Citi Private Advisory LLC and Citigroup Global Markets Inc. in 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Christopher Fisher is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Cresset in 2024, he worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Prior to his finance career, he spent six years at DoorDash and completed his studies at Denison University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across public equities, fixed income, and alternatives.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Gunnallen Financial, Inc. and Piper Sandler & Co. He holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee of his personal living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary management, with a notable share of assets managed on a non-discretionary basis.

John Scarborough is a financial advisor at Corient with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Barclays Capital Inc. for six years and was a founding partner of Summit Trail Advisors LLC and Summit Trail Securities, LLC. Scarborough serves in various roles for certain client trusts affiliated with his prior firm. Corient provides investment advisory and financial planning services to individuals, 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 combines in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Michael Fenner is a CFA® charterholder with seven years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Neuberger Berman and Fisher Investments. 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 is centered on macroeconomic research and customized Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Vianne Schein is a Series 66-licensed financial advisor with two years of industry experience, currently with IEQ Capital, LLC. Her prior experience includes roles at JP Morgan Chase Bank and RBC Capital Markets. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, non-profits, and other entities, with a focus on clients typically having net worth of $10 million or more. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.