Thomas Glamuzina is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and Dynasty Wealth Management. 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’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, supported by an integrated private-investment ecosystem.

Jeffrey Grau is a financial advisor with PlanMember Securities Corporation in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with PlanMember and Employee Benefits Services Group since 2011. Outside of his advisory role, he works as a referee for high school and club softball and water polo games. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, while offering education and support services to both sponsors and participants.

Bincheng Wang is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 credentials and four years of industry experience. He has held roles in technology and data analysis firms in China, serving as CTO for Hangzhou Arc-Data Tech., Ltd. and Jiaxing Xintu Shuju Keji, Ltd., where he worked on cloud computing algorithms and image processing technologies. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

Michael Zent Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes roles at Mariner Independent Advisor Network and LPL Financial. He is involved with Camino Advisory Services, Inc., a business entity used for non-investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms, with advisory services delivered through a network of investment adviser representatives who tailor solutions to client objectives.

Andrew Lai is a financial advisor at Citigroup Global Markets with 18 years of industry experience and holds a Series 66 designation. He has been with Citigroup since 2016. Outside of his advisory role, Lai is a commissioned Notary Public serving clients primarily in the Bay Area, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Daniel Robinson is a financial advisor with Empower Advisory Group in San Jose, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower, he worked at Bank of America, Merrill, Wells Fargo, J.P. Morgan Chase, and Comcast Cable. He has also been involved with Bay City Events Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Alexander Brugger is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He has held roles at IEQ Capital since 2019 and previously worked at First Republic Investment Management and First Republic Securities Company. Brugger holds a Series 66 designation. 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 emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and access to digital assets through Fidelity Digital Asset Services.

Wei Ping Sun is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Clearwater Benefits, LLC and Gateway LLC, where he acts as a real estate broker. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based programs and access to third-party money managers.

Renata Carico is a CFP® professional with 13 years of industry experience. She currently works with Stratos Wealth Partners, Ltd and previously held roles at firms including LPL Financial LLC, Royal Alliance Associates, and Charles Schwab. Outside of her advisory work, she volunteers balancing the church checking account for Grace Church of the Bay Area. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a variety of financial planning services and investment solutions utilizing an open-architecture platform that incorporates third-party managers and model portfolios.

Dionysis Heliotis is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has been associated with WealthWave since 2015. He was also involved with the Kyparissioton Society of America for 11 years. 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 a combination of advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Quentin Wong is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 designations and 12 years of industry experience. His career has been primarily with HSBC in various roles since 2013. Outside of his advisory work, he is an owner of multiple real estate rental properties. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm employs a model-based investment process with both client-directed and fully discretionary program options, utilizing several affiliated and third-party providers for advisory and fund management services.

Nicholas Chang is a financial advisor at IEQ Capital, LLC with a Series 65 designation and experience at multiple firms, including Thruline and MacDougall Advisors. He has been in the industry since 2018. Outside of finance, he was involved with Dark Matter Coffee in 2022. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and integrates both liquid and private alternative investments through a centralized research process.

Robert Hanson is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parallel Advisors, LLC and Franklin Templeton 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 guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party Independent Managers, and private alternative investments.

Xuan Cao is a financial advisor at HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. provides managed account programs to a variety of clients including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs and uses model risk profiles combined with global asset management and fund due diligence conducted by affiliated and third-party providers.

Riley Cantwell is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PEERS & Co and Sundance Bay. Cantwell’s background also includes a four-year period at Claremont McKenna College. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach combines macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

David Kuga is a financial advisor with PlanMember Securities Corporation in Campbell, CA, holding a Series 66 designation and over 25 years of industry experience. He has been with PlanMember Securities Corporation since 2011 and has worked with Employee Benefits Services Group since 2005, where he is involved in insurance product sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options, education, and support services, with an investment approach based on strategic asset allocation and risk-based mutual fund portfolios.

Earl Seno is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has eight years of industry experience. He has worked with several organizations including the National Association of Social Security Analysts, where he provides consultations on optimizing Social Security benefits, and Motorola Solutions Inc. as a presale engineer. Earl also serves as an agent for Covered California, assisting clients with health insurance marketplace options. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, managing regulatory assets under management of approximately $1.7 billion.

Amelia Goldstein is a Series 65-licensed financial advisor at IEQ Capital, LLC with one year of industry experience. Prior to joining IEQ Capital, she worked at Houlihan Lokey and Bloomberg LP. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Samuel Shephard is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FIRST REPUBLIC Securities Company, LLC for six years before joining IEQ Capital in 2019. 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 combines centralized macro and manager research with access to independent managers and alternative investments, managing approximately $35.4 billion across a range of separately managed accounts and family-office services.

Claudette Klein is a CFP® professional with 29 years of experience in the financial industry. She is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Corp. and her own firms, Klein Financial and Claudette Klein Inc. Outside of advisory work, she is a licensed independent insurance agent and a notary public, providing document notarization services for clients. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing a range of fee-based management approaches including model portfolios, third-party sub-advisers, and custom strategies. The firm also provides retirement plan consulting and fiduciary advice, supported by its affiliations with related financial entities.