Matthew Smith is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Massachusetts Mutual Life Insurance Company and Banc of America Investment Services. Outside of his advisory role, he volunteers with The Guardsmen, a group that raises funds to send at-risk children to summer camp. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategists with technology tools to implement recommendations, offering both non-discretionary and limited discretionary account management.

Kevin Burt is a CFP® and CFA® with 12 years of industry experience. He currently serves as a financial advisor at IEQ Capital, LLC, where he has worked since 2021. His prior experience includes roles at First Republic Investment Management and Professional Traveler. IEQ Capital specializes in portfolio management and investment advisory services for high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process is driven by centralized macroeconomic research and uses a combination of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily for high-net-worth individuals and charitable organizations, using a long-term, research-driven approach and a multi-manager “Capital System” to manage client portfolios through a variety of investment vehicles including separately managed accounts and pooled funds.

Luca Stash is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, he worked in educational roles at Santa Clara University, Bellevue High School, and Chinook Middle School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Neha Joseph is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and starting her advisory career in 2026. She previously worked at Morgan Stanley and UBS Financial Services. Outside of finance, she has experience working at LifeAlive Cafe and spent seven years at Boston University. 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 combines centralized macroeconomic research with client-specific policies and includes both liquid strategies and private alternative investments.

Preston Hwang is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PricewaterhouseCoopers. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

Annette Smith is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and First Republic Securities Company, LLC prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a Private Advisor model with discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions, variable insurance products, and investment banking.

Haolun Zhang is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2025. Prior to joining IEQ Capital, Zhang worked at Kestra Investment Management, LLC and Kestra Investment Services, LLC from 2022 to 2025, and Edward Jones Investments from 2017 to 2022. Zhang is a limited partner in investment ventures including a Texas multi-family residential complex and pre-IPO shares of Databricks. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process integrates centralized macroeconomic research with client-specific Investment Policy Statements, offering diversified portfolios that include liquid strategies, third-party managers, and private alternative investments.

Cameron Croteau is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was employed at PricewaterhouseCoopers LLP. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Elizabeth Palomeque is a CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. She previously spent 19 years with First Republic Investment Management, Inc. and Trainer Wortham. Outside of her advisory role, she serves as president of her family real estate business, Tranquility, Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an integrated investment and advisory platform.

Margaret Florcruz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Margaret is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary client solutions.

Jeffrey Sawin is a financial advisor at IEQ Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Goldman Sachs & Co. for seven years before joining IEQ Capital in 2022. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Lei Fu is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in San Francisco. He has been with Charles Schwab since 2015 and with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Jonathan Leidy is a CFP®, CFA®, and Series 66 credentialed advisor at Farther with 21 years of industry experience. He previously worked at Portico Wealth Advisors, LLC for 16 years before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Alan Zafran is a financial advisor at IEQ Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Merrill and First Republic Investment Management. Zafran serves on several investment and finance committees, including those of The Castilleja School and the Silicon Valley Community Foundation. IEQ Capital, LLC provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients such as trusts, foundations, and endowments. The firm’s investment approach is based on centralized macroeconomic research and the use of diversified portfolios including liquid strategies, third-party managers, and private alternative investments.

Catherine Zeballos is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options. The firm employs a structured investment approach featuring multiple risk profiles and partners with global asset management and fund due diligence providers to support portfolio management.

Jesse Wood is a financial advisor with IEQ Capital, LLC in Foster City, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Bbr Partners, JPMorgan Chase Bank NA, and T3 Advisors. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Pablo Lochman is a financial advisor with Schwab Wealth Advisory in San Francisco, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, and LPL Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Keri Chan is a Series 66-credentialed advisor at Rockefeller Financial LLC with 19 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Rockefeller Financial in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services through a Private Advisor model and a consolidated investment platform, combining both registered broker-dealer capabilities and alternative investment placement.