Yvonne Thomas is a financial advisor with PNC Wealth Management in Burlingame, CA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs. The firm’s approach features an invitation-only, employee pilot program with limited direct client interaction and a focus on strategic portfolio implementation.

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.

Todd Barney is a CFP® with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, having held prior roles at Potentia Wealth, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and Voya Investment Management Co. LLC. Todd serves on the finance committee of the Ronald McDonald House in Palo Alto, CA, a philanthropic organization supporting families needing extensive medical treatment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates proprietary technology platforms and third-party managers to implement a range of investment strategies.

Bridget Keefer is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Lincoln Investment. Keefer is also associated with the Mammini Company. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through a variety of managed account programs.

Huy Lam is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at HighTower Advisors since 2020. Prior to joining HighTower, he worked at Schultz Collins, Inc. for 13 years. He is based in San Francisco, CA. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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.

Chi Wai Poon is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Admis Hong Kong Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types combining client-directed and discretionary portfolio management supported by strategic asset allocation and fund due diligence conducted in partnership with HSBC Global Asset Management and other affiliates.

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.

Ella Plotkin Oren is a financial advisor with Eagle Strategies (NY Life) based in Berkeley, CA. She holds the Series 66 designation and has one year of industry experience. Her work history includes roles at Eagle Strategies, NYLIFE Securities LLC, TPO Financial & Insurance Services, and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and maintains a predominantly non-discretionary asset base.

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. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2017 and previously spent one year at B|O|S. The firm provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients tailored financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models.

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.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

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 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.

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.

Jeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanctuary Advisors and Sanctuary Securities since 2020. Prior to that, he was with Bank of America for nine years and Merrill for 24 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver a range of portfolio management and consulting services using various investment approaches and platforms.