Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He is the owner of Flynn Wealth Strategies and Insurance Solutions, Inc., and serves on the advisory board of MIF, Inc., a medical billing company with operations in the U.S. and international delivery centers. 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 solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan advisory.

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 having four years of industry experience. He is also involved with the National Association of Registered Social Security Analysts and manages accounting for a family-owned hair salon business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with both discretionary and non-discretionary program options.

Linda Smestad is a financial advisor with Commonwealth Financial Network in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Commonwealth since 2006 and is also co-owner of Investment House, LLC, which operates a securities business. Additionally, she has experience in tax preparation outside the investment field. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive operations, trading, technology, and compliance infrastructure.

Ryan Patterson is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at IEQ Capital since 2019, following a three-year tenure at First Republic Investment Management. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, third-party Independent Managers, and private alternative investments.

Danning Zhao is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Corient in Menlo Park, CA, and has previously worked at Portola Partners, Kepos Capital, and Galaxy Derivatives Capital Management, among other roles. 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 specialized platforms, incorporating 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. She holds a Series 65 credential and has previously worked at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and lender solutions, utilizing multiple advisory program models and a combination of proprietary and third-party platforms.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses 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, families, trusts, foundations, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, combining liquid strategies, third-party Independent Managers, and private alternative investments.

Varun Jain is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior work includes roles at First Republic Investment Management, Inc. and Evidation Health. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a range of clients including individuals, high-net-worth clients, and institutions. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and active and passive strategies across public and alternative asset classes.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with five years of industry experience. Cheng holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, combining centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

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. Outside of his advisory role, he has been involved with businesses related to GoldKey Marine and GoldKey Wine and Self-Storage. 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 with client-specific Investment Policy Statements, utilizing liquid strategies, third-party independent managers, and private alternative investments.

Timothy Garner is a CFP® professional with 23 years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and currently Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he prepares tax returns for Intuit Turbo Tax customers. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

Chi Wai Poon is a CFA® charterholder and holds Series 66 and Series 63 licenses with three years of industry experience. He has worked at HSBC Bank USA National Association and HSBC Securities USA Inc. since 2024, and previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. Prior to that, he spent 17 years at Admis Hong Kong Limited. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, offering both client-directed and fully discretionary portfolio options.

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.

Jon Ekoniak is a CFP® professional with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors, Jon Ekoniak Consultancy, and Charles Schwab & Co. He is based in Menlo Park, CA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

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 the Series 65 and Series 63 licenses and previously worked at RBC Capital Markets and Fidelity Investments. His background also includes roles in the wine industry and various short-term engagements in education and technology sectors. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process centers on macroeconomic research and client-specific policies, offering diversified portfolios that include liquid strategies, independent managers, and private alternatives.

Tam Diep is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Hightower Advisors, and First Republic Bank. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

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 with IEQ Capital, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at CitiGroup and J.P. Morgan, with roles spanning investment and securities services over a combined 12 years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process is centered on macroeconomic research and tailored investment policy statements, utilizing a combination of liquid strategies, third-party managers, and private alternative investments.