Jack Burns is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Daniel Hill is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. His prior experience includes a position at Goldman Sachs and a role at Fleet-Foot Sports. IEQ Capital provides portfolio management and investment advisory services primarily to high‑net‑worth individuals, families, trusts, foundations, and non‑profit organizations. The firm’s investment approach is guided by centralized macroeconomic research and involves constructing portfolios with liquid strategies, third‑party independent managers, and private alternative investments.

Joseph Matthews is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked at Farther Finance Advisors since 2019. Prior to that, he spent three years at ForUsAll and is also a cofounder and board member of Essmart Global Inc., a company involved in distributing technology products in Southern India. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model portfolios with algorithmic rebalancing and employing a range of asset classes including ETFs, mutual funds, equities, and fixed income.

Cheng Aik Ong is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience and holds Series 63 and Series 66 credentials. He has worked in various roles within HSBC affiliates and previously at Cetera Investment Services LLC and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm utilizes model risk profiles and combines strategic and tactical asset allocation with due diligence by affiliated and third-party providers to manage client portfolios.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual and North Star Resource Group. Before his advisory career, he worked at Cosmetic Laser Dermatology and attended the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios that include liquid strategies, third-party managers, and private alternative investments.

Sterling Moore is a financial advisor with CIBC Private Wealth Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at CIBC World Markets Corp., Orion Portfolio Solutions, and Brinker Capital. Outside of finance, he owns and operates two beekeeping businesses, Lollipop Honey Company and S&C's Honey Bees. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and family office services. The firm combines an internal investment team with external managers and governance committees to create customized investment solutions, managing approximately $67.8 billion in assets across 175 advisors.

Michele McMahon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Michele is involved as a referee for youth basketball and volleyball games with the Catholic Youth Organization and operates a scoreboard at University of San Francisco athletic events. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Matthew Hoskins is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments. The firm conducts annual financial reviews and planning discussions while leaving final trading decisions to clients.

John Caldwell is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and previously spent three years at Investment Advisers Inc. based in San Francisco, CA. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves a collaborative process between internal teams and committees to deliver customized portfolios using both proprietary and external strategies, including options hedges and structured notes.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Thomas Dolby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. located in San Francisco, CA. His prior roles include positions at City National Bank, Bank of America, Merrill, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients investment recommendations and financial planning support while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and distinguishes itself by its cost-and-expense plus compensation model and limited discretionary management.

Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. 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 tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

Darren Ting is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including J.P. Morgan, Merrill, Bank of America, Morgan Stanley, and First Citizens Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform, supplemented by in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools subject to internal review.

Ann Wang is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services.

Kevin Dorwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 17 years at Bingham, Osborn & Scarborough LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a wide range of clients, including high-net-worth individuals, families, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Joseph Kuo is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Farther and Financial Life Focus, LLC, and previously held roles at Family Wealth Consultants, Abundance Wealth Planning, and Griffin Black, Inc. He is also an adjunct professor at Golden Gate University and founded Abundance Life Planning, where he coaches and teaches workshops. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Dylan Bowsky is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Provident Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored solutions for a broad client base.

Adrian Fadrhonc is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked at Ashfield Capital Partners LLC for ten years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional 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 an emphasis on customized, diversified portfolios and private market programs for qualified clients.

Mason Fung is a financial advisor at IEQ Capital, LLC with a Series 65 designation and experience beginning in 2024. His prior roles include positions at Hamilton Zanze and Boston College. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process with allocations to liquid and private alternative investments and manages approximately $35.4 billion in assets.

William Carlen Jones is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Mathew Blurton-Jones and roles at the University of California, Irvine and Santa Barbara. Outside of his advisory work, he is involved as a representative for a pension education platform, Pension 101. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and implements model-based portfolios, incorporating market-timing and momentum-based strategies in some programs.