Mackenzie Duffner is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Freddie Mac, the US Treasury Department, and SLAC National Accelerator Laboratory. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles, providing brokerage, custody, derivatives, and futures services.

Perry Mikic is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He joined IEQ Capital in 2024 and has prior experience at Cicero Technologies and TBI Financial, among other roles. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and integrates alternative investments through an extensive platform, managing approximately $35.4 billion in assets.

George Lee is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various entities of Charles Schwab since 2000, including Schwab Private Client Investment Advisory, Inc. and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with client trading decisions remaining at the client’s discretion.

Aaron Strand is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked at Citi Private Bank since 2020 and previously held roles at First Republic Investment Management and First Republic Securities from 2018 to 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke solutions for very large relationships.

Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.

Jonathan Tull is a CFA® charterholder with 15 years of industry experience. He is currently with Farther and previously worked at Meritas Advisors, LLC for 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Kevin Lyle is a financial advisor at IEQ Capital, LLC in Foster City, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, SGC Financial & Insurance Services, Securian Financial Services Inc, and Minnesota Life Insurance Company. 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 process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Conor Newby is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and beginning his industry career in 2025. His prior experience includes roles at BayHill Ventures, Oakland Roots SC, and multiple positions affiliated with the University of North Carolina at Chapel Hill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Caitlin Ford is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for four years. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Noel Campbell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes roles at ICONIQ Capital and Wetherby Asset Management. Cresset Asset Management is a multi-disciplinary 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment strategies across a broad range of asset classes.

Tony Peng is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes multiple roles at HSBC and Wells Fargo, as well as experience at Cetera Investment Services and Cathay Bank. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in bank-related product sales alongside his advisory work. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types with varying levels of client direction and discretion, supported by asset-allocation advice and fund due diligence performed in conjunction with HSBC Global Asset Management and affiliated providers.

Samantha Colleran is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Whittier Trust. Outside of her advisory role, she has experience in educational and nonprofit settings, including positions at Chapman University and Grace Fellowship Church. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent manager research and access to alternative investments through a proprietary platform.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

Alana Yokoyama is a CFP® with nine years of experience in the financial industry. She currently works at Cresset Asset Management, LLC and has previously held roles at J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, LPL Financial, and Gerber Kawasaki. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction, employing both active and passive strategies alongside third-party managers.

Matthew Patane is a financial advisor with Valic Financial Advisors in Oakland, CA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at the University of Oregon, Caymus Vineyards, Patrick Erwin Industries Inc, and Chipotle. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Steed is a CFA® charterholder with 14 years of industry experience. He is currently with IEQ Capital, LLC and has previously worked at Sepio Capital, Bank of America, and Merrill. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with alternative investments and operates an extensive private-investment platform managing approximately $35.4 billion in assets.

Michael De Santis is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Goldman Sachs Personal Financial Management, EP Wealth Advisors, LLC, and Harris Financial Advisors, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools subject to internal review.

Douglas Kilroy is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Capital Group Companies since 2019 and is currently with Capital Group Private Client Services, Inc. Prior to joining Capital Group, he worked at SmartBiz Loans from 2015 to 2019. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.