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.

Debbie Shaug is a CFP®-certified financial advisor with six years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022. Prior to that, she was with Browuer & Janachowski and spent 17 years involved with A Baby's Place, an online retail business. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio strategies.

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.

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.

Chad Van Den Top is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, BNY Mellon, and Northern Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include point-in-time financial plans and optional managed account solutions.

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.

Michael Wade is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His career includes roles at Voya Retirement Advisors, LLC and Valic Financial Advisors. Outside of finance, he is involved in real estate through ownership and management of a company that focuses on locating, rehabilitating, and selling distressed properties. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm predominantly provides non-discretionary, recommendation-based advice across its multiple advisory and brokerage channels.

Lin Kong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Oracle Corporation, ServiceMax, Inc., General Electric, and World Financial Group, Inc. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides a range of discretionary and non-discretionary program options.

Nilamber Shrestha is a financial advisor with Oppenheimer in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

Andrew Mo is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at Cetera, East West Bank, Iconiq Capital, SVB Wealth Advisory, Alliance Bernstein, and BNY Mellon. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary platforms. The firm’s investment approach incorporates a range of model risk profiles and combines strategic and tactical asset allocation with global fund due diligence and monitoring.

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.

Timothy Sweeney is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior roles include positions at Great Lakes Advisors, LLC and Wintrust Investments, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with clients making final trading decisions.

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.

Gregory Forbes is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has experience at Citadel and EPIQ Capital Group, LLC, with a total of six years in the industry prior to joining IEQ Capital in 2025. 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 a centralized investment process with a focus on alternative investments and offers specialized services including private placement life insurance sub-advisory and digital asset exposure.

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.