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 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 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 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.

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.

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 with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining IEQ Capital in 2026, he worked at RBC Capital Markets and Fidelity Investments. His background includes diverse roles in sectors such as wine and drone technology. IEQ Capital offers portfolio management and investment advisory services primarily to high-net-worth individuals, families, and other institutions. The firm’s investment approach combines centralized macroeconomic research and client-specific policy statements, utilizing liquid strategies, third-party managers, and private alternatives.

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 previously worked at CitiGroup, J.P. Morgan, 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, nonprofits, and other entities. The firm’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, combining 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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Chen has worked at Transamerica Financial Advisors since 2012 and is involved in several other business ventures including real estate brokerage and online retail sales. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services utilizing proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

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 one year of industry experience. His prior work includes roles at Nasdaq, AlphaSights, and Socorro Asset Management, among others. Brendan also has experience outside finance, including 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 approach combines centralized macroeconomic research with diversified portfolio construction using liquid strategies, independent managers, and private alternative investments.