Michael Mink is a financial advisor at Farther with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Meritas Advisors, LLC for 15 years before joining Farther. 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’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining exchange-traded funds, mutual funds, individual equities, and fixed income.

Richard Mcdaniel is a financial advisor at William Blair with a Series 66 designation and three years of industry experience. He previously worked at First Republic Bank, Regions Bank, Walmart, the University of Southern Mississippi, and Wells Fargo Bank. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

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.

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.

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.

Regina Tsai is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Schwab Wealth Advisory in San Francisco. She has worked at Schwab Wealth Advisory and Charles Schwab since 2017 and has prior experience at B|O|S, USAA Financial Planning Services, Grove Point Investments, and Legg Mason Wood Walker. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s investment approach is guided by Schwab’s proprietary asset-allocation models and internal research, with an emphasis on client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

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.

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.

Theodore Beebe is a financial advisor at Corient with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Pacific Wealth Management and JPMorgan Chase. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and alternative investments to align portfolios with client objectives.

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.

Michael Wade is a financial advisor with VOYA Financial Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Voya Retirement Advisors, LLC and Valic Financial Advisors. Outside of advising, he is the owner and managing member of a real estate holding company that locates, rehabilitates, and sells distressed properties. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to a range of clients including individuals, pension plans, and charitable organizations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement mostly non-discretionary investment strategies.

Lin Kong is a financial advisor with Transamerica Financial Advisors in Burlingame, CA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His career includes roles at Oracle Corporation as a Senior Principal Developer and previous positions at ServiceMax, Inc. and General Electric. 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 a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment options.

Nilamber Shrestha is a financial advisor at Oppenheimer with 37 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 1998 to 2005. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary advisory services.

Andrew Mo is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Cetera, East West Bank, Iconiq Capital, SVB Wealth Advisory, Alliance Bernstein, and BNY Mellon. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, combining strategic and tactical asset allocation with active fund and alternative investment due diligence.

Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.

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.

Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

David Coles is a financial advisor at Farther with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Triad Advisors, Inc., Wealth Management & Business Concepts, and OSAIC. Outside of his advisory work, he owns Coastal Yachting LLC, which involves bookkeeping and maintenance for a sailing yacht. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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.