Daniel D'orazio is a Series 65 licensed advisor with seven years of industry experience. He has worked at Parallel Advisors, LLC since 2021, following roles at Scharf Investments and KCM Investment Advisors. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and cyclical analysis, and uses technology platforms to manage portfolios and implement tax-efficient strategies.

Gregory Wendt is a CFP® with 25 years of experience in financial advisory. He is currently with Perigon Wealth Management, LLC, having previously worked at Stakeholders Capital, Inc. Outside of advisory work, he is involved in multiple nonprofit organizations focused on the green economy and serves as an outside strategic advisor for philanthropic and impact investing initiatives. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversight of sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and institutional client relationships.

Christine Gibson is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at firms including ChangePath, LLC, Sorrento Pacific Financial, LLC, Gibson Group Advisors, and Partnervest Advisory Services LLC. Outside of advising, she owns and oversees a private rental property. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored portfolio management through its extensive network of Investment Adviser Representatives.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Matthew Sharp is a CFP® professional at Aspiriant, LLC with five years of industry experience. He has worked exclusively with Aspiriant since 2017, with a brief period of unemployment from 2015 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs a customized investment approach incorporating asset allocation guided by internal research and offers an extended suite of financial services including accounting, banking support, tax and estate planning, and specialized consulting.

Michael Ma is a CFP® and ChFC® with 24 years of industry experience. He has been with Parallel Advisors, LLC since 2012 and also maintains a long-term role at IDS Life Insurance Company. Based in San Francisco, Ma holds a Series 66 license. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, independent managers, and options strategies, complemented by technology platforms for tax-efficient rebalancing and held-away account management.

Jack Mazzera is a financial advisor at Jordan Park Group LLC in San Francisco, CA, holding a Series 65 license with three years of industry experience. His prior experience includes roles at Empirical Wealth Management, Private Ocean LLC, and Morgan Stanley. Outside of advisory work, he was involved with To Glow LLC. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations with multi-million dollar portfolios, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm’s investment approach includes customized guidelines, a variety of investment vehicles, ESG integration when requested, and the use of alternative strategies, all supported by a centralized Chief Investment Office.

Daniel Mcauliffe is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Perigon Wealth Management, LLC in San Francisco since 2013. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client's objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.

Dylan Sage is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Baldwin Wealth Partners, LLC for 18 years. Outside of his advisory role, he serves on the investment committee of Neighborhood House, a nonprofit organization, and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Bartel is a financial advisor with The Strategic Financial Alliance, Inc. in Larkspur, CA, holding a Series 66 designation and 14 years of industry experience. He has worked with the firm since 2014 and is also the owner and sole proprietor of Larkspur Financial Advisors, Inc., a financial planning and asset management DBA. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm serves a diverse client base including high-net-worth individuals and operates multiple portfolio programs with a focus on non-discretionary asset management.

Sue Cheung is a CFP® professional with 18 years of industry experience currently with Brighton Jones LLC. Her prior roles include positions at Morgan Stanley, Charles Schwab, USAA Financial Planning Services, and Ameriprise. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial planning services, supported by an affiliated ecosystem that includes private investment fund management, trust services, and legal support.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 credential and three years of industry experience. He has previously worked at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning, employing a range of quantitative, fundamental, and tactical strategies while emphasizing regular client communication through detailed performance reports and newsletters.

Lani Kapur Rains is a CFP® professional with nine years of experience at Aspiriant, LLC, based in San Francisco, CA. She has been with Aspiriant since 2007, including seven years with its current iteration, Aspiriant LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services, including accounting, banking support, tax and estate planning, and specialized consulting.

Michelle Eversman is a CFP® with six years of industry experience, currently serving at Aspiriant, LLC in San Francisco. She has been with Aspiriant in various roles since 2017 and previously worked at Deloitte Tax LLP. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation informed by internal research and offers comprehensive wealth services including accounting, tax and estate planning, and specialized consulting.

Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and eight years of industry experience. Prior to joining Jordan Park Group in 2022, she worked at Emerson Equity, Catalyst Private Wealth, and Dimensional Fund Advisors. Jordan Park Group serves primarily high-net-worth individuals, families, and philanthropic organizations, providing discretionary portfolio management, family office services, and customized investment solutions with an emphasis on strategic asset allocation and ESG integration when requested.

Rachel Elson is a CFP® professional with five years of industry experience, currently serving at Perigon Wealth Management, LLC since 2019. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) for two years and was self-employed for two years. She serves as a board member and treasurer for So Percussion, a music organization that creates and presents works and educational initiatives to students. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and acts as sponsor and overseer of wrap programs and sub-advisor relationships.

Brendan Supple is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, he has experience in the food and real estate sectors, having worked at F'real Foods and Opendoor. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers a range of investment management, advisory, and business consulting services.

Steven Wight is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® and Series 63 designations and has 14 years of industry experience. In addition to his advisory role, he owns Grain Goods, a business creating handmade custom leather and wood goods. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm provides a broad range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.

Brian Kreischer is a financial advisor at Frank, Rimerman Advisors LLC with 23 years of industry experience. He holds a Series 65 credential and has been associated with the affiliated firm Frank, Rimerman & Co., LLP since 1991, where he is a certified public accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a structure supported by its parent CPA firm.