Jon Ekoniak is a CFP® with eight years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors and Charles Schwab & Co., as well as operating his own consultancy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment management, financial planning, and related advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Bradley Howell is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at LCG Associates, Inc. for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm employs a centralized macroeconomic research process and builds portfolios using liquid strategies, independent managers, and private alternatives while offering ancillary family-office and administrative services.

Bennett Canady is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at RBC Capital Markets and Fidelity Investments. He also has experience in the wine industry and various other roles prior to his financial career. 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 combines centralized macroeconomic research, client-specific Investment Policy Statements, and a mix of liquid strategies, third-party managers, and private alternatives, with a focus on clients having net worths of $10 million or more.

Tam Diep is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors, J.P. Morgan Securities, and First Republic Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Meenakshi Karamcheti is a Series 65 licensed advisor with IEQ Capital, LLC and has five years of industry experience. She has held roles at IEQ Capital since 2020 and previously worked in academic settings at Tufts University, Oxford College of Emory University, and Menlo School. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Frank Lankford IV is a financial advisor at IEQ Capital, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at CitiGroup, J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Keegan & Company, and Truist Investment Services. 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 client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Annaamalaii Palani is a Series 66-licensed financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) since 2020. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., First Republic PWM, and Fisher Investments. She is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Ronald Welch is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and 65 licenses and bringing 54 years of industry experience. He has been with PlanMember since 2015 and has operated as a self-employed advisor and enrolled agent since 1972, also providing income tax preparation services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing education, support, and participant-level investment options through its asset allocation portfolios. The firm manages risk-based mutual-fund portfolios using a defined strategic rebalancing process.

Michael Texido is a financial advisor at Cresset Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Investment Management and First Republic Securities in various roles from 2015 to 2023. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due-diligence program for manager selection and ongoing monitoring.

Yuh Jiun Chen is a financial advisor with Transamerica Financial Advisors in Saratoga, CA, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles in mortgage and real estate brokerage along with ongoing involvement in multiple business ventures such as Poshmark and real estate transactions through Googain Dba Maxreal. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Clara Zaya is a financial advisor at Planmember Securities Corporation with 19 years of industry experience. She holds the Series 63 designation and has worked at Planmember since 2011. In addition to her advisory role, she serves as a board member for her local homeowners association. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, support, and personalized retirement planning services.

Brendan Casey is a financial advisor at IEQ Capital, LLC with a Series 65 designation and no prior industry experience. His career background includes roles at several firms and organizations, such as Tecovas, Nasdaq, and Georgetown University, as well as a position at Cain & Abel's Bar and Grill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, independent managers, and private alternatives.

Nicholas Peterson is a financial advisor with Rockefeller Financial LLC in Los Gatos, CA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at Morgan Stanley and First Republic, among others. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary solutions across multiple asset classes, and operates as a registered broker-dealer with integrated trust and insurance services.

Maritza Nevarez is a CFP® with 29 years of industry experience, currently serving at Transamerica Financial Advisors since 2016. She has prior involvement with The Heartland Institute of Financial and the American Association of University Women, Fremont Branch. 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 both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, providing discretionary and non-discretionary program options.

Michael Deggelman is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 credentials and has 49 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and proprietary research.

John Adrian Dioli is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Fortress Investment Group and the San Francisco Giants. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm utilizes centralized macroeconomic research and client-specific Investment Policy Statements to construct portfolios, offering a range of liquid strategies, third-party managers, and private alternative investments.

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 with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at SV New Venture LLC, National ARC Research Lab LLC, and Lawfin Consulting LLC. Wang is also the CTO of two technology companies, Hangzhou Arc-Data Tech., Ltd. and Jiaxing Xintu Shuju Keji, Ltd., where he oversees data analysis and cloud computing initiatives. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Michael Zent Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at firms including Mariner Independent Advisor Network, LPL Financial, Wells Fargo Advisors, and Citigroup Global Markets. Zent also has involvement with Camino Advisors and Camino Advisory Services, Inc., a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm operates a fiduciary-based advisory model that utilizes third-party managers and various investment strategies to meet client goals.