Yucheng Huang is a CFP® with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. He has held roles at Tri-Merit, Kyros AI Corp, Legacy Shield, and the Heartland Institute of Financial Education, among others. Outside of his advisory work, Huang is involved in college consulting and assists clients with health insurance, tax credits, and estate planning referrals. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers within a large advisor network to provide investment advisory, brokerage, and retirement-plan services.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with one year of industry experience and holds a Series 65 designation. He has been associated with IEQ Capital since 2024 and also serves as a swim instructor and coach at Menlo Circus Club, teaching children ages 2 to 15. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.

Eric Weissman is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Cetera Wealth Services, Sageview Advisory Group, and Valic Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Hector Cervantes is a financial advisor at Creative Planning with a Series 66 credential and four years of industry experience. His prior roles include positions at Grassi Investment Management, HKC Partners, Enliven Advisory, and Bank of America. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing services such as portfolio management, financial planning, and retirement plan fiduciary solutions. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Lauren Hansen is a CFA® charterholder affiliated with IEQ Capital, LLC. She has one year of industry experience, with prior roles at MAVERIQ Capital Group LLC, Mercer, and the Santa Barbara County Employees Retirement System. Before entering the financial sector, she worked in diverse fields including yoga instruction and retail management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, independent managers, and private alternatives.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. 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, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Brian Fenn is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Carolina Capital Consulting, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, 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 investment approach with an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Jason Whong is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, MUFG Union Bank, and U.S. Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Daniela Pedley is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Summit Trail Advisors, Barclays Capital, and Lehman Brothers. Outside of her advisory role, Pedley serves on the board of Congo Voice, a charity, and is a member of the advisory committee for Futures Without Violence. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 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 includes centralized macroeconomic research, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Chuong Ha is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 registrations and has eight years of industry experience. His prior work includes a position at Net Law and ongoing involvement with World System Builders and World Financial Group. He is also engaged in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through various fee-based programs, third-party money manager access, and commission-based products.

Ethan Staller 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 MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Harlan Shulevitz is a CFP®, CFA®, and Series 66 registered advisor with nine years of industry experience. He currently works at Creative Planning and previously held roles at Parcion Private Wealth LLC and Charles Schwab Bank. Based in San Carlos, CA, Shulevitz has worked in wealth management and financial advisory roles throughout his career. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Yang Song is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2009 and maintains a long-standing relationship with Nylife Securities Inc. and New York Life Insurance Company since 1998. His other business activities include brokering non-registered investment products with various outside insurance carriers. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working closely with institutional plan sponsors within an integrated New York Life affiliate structure.

Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Flynn operates Flynn Wealth Strategies and Insurance Solutions, Inc., where he is involved in brokering non-registered insurance products. He also serves on the advisory board of MIF, Inc., a medical billing company with operations in the United States and delivery centers in India and Sri Lanka. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, managing a majority of its assets on a non-discretionary basis and maintains fiduciary responsibilities under applicable regulations.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. 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 integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

Long Hoang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2017 and is involved with the National Association of Registered Social Security Analysts, where he provides Social Security income reports. Outside of advising, Hoang is the CEO of The Hoang Inc., a hair salon business, and also works as a Medicare agent with SouthBay Health and Insurance Services. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, estates, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios and various investment platforms.

Ryan Patterson is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at IEQ Capital, LLC since 2019 and previously spent three years at First Republic Investment Management, Inc. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s approach centers on macroeconomic research and customized investment policy statements, using a blend of liquid strategies, third-party independent managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and Series 65 registered advisor at Corient with four years of industry experience. His career includes roles at Corient, Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, as well as academic positions at the Yale School of Management and the University of California, Berkeley. Zhao is based in Menlo Park, CA. 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 managers and customized asset allocation, employing risk management tools and alternative investments where appropriate.