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.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

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.

Alena Povarova is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of programs and investment strategies, combining fundamental and technical analysis, tactical trading, and access to alternative investments through platform relationships and affiliated managers.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DC Advisory and Scholars of Finance. 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’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party managers, and private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, First Republic Investment Management, and Evidation Health. Cresset Asset Management is a multidisciplinary 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, utilizing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investment strategies across various asset classes and alternatives.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup. 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 process incorporates centralized macroeconomic research and utilizes a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients who typically have a net worth of $10 million or more.

Evan Stafford is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors, LLC. His background also includes roles within the GoldKey Marine and related businesses. 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’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Timothy Garner is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Mass Mutual Investors Services, MetLife Securities, and Ameriprise. In addition to his advisory role, he provides tax preparation services for Intuit TurboTax customers. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

John Palladino is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016. He also serves as a director on the board of the 10 Scenic Way Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors including sovereign wealth funds and manages approximately $79.8 billion in assets.

Chi Wai Poon is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc., based in Fremont, CA, with three years of industry experience. His work history includes roles at HSBC Bank USA National Association, J.P. Morgan Securities, and Fo Trading & Training LLC. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and fully discretionary investment options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

John Auer is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior roles include positions at Goldman Sachs and Webster Bank. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios including liquid strategies, third-party independent managers, and private alternatives.