Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 uses a variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.

Frederick Linkner is a CFA® charterholder with eight years of experience at Parallel Advisors, LLC. He previously worked for sixteen years at Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis along with options strategies.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Robert Falconer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Jordan Park Group LLC. His prior experience includes roles at EP Wealth Advisors LLC, Bessemer Trust, Bessemer Investor Services, Inc., and Fisher Investments. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and combines separate accounts, direct investments, and pooled vehicles, integrating ESG considerations and alternative strategies as needed.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

Joseph Ghidossi is a CFP® professional with 16 years of experience in financial advising. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC and Charles Schwab. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a broad range of clients including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach with diversified allocations, integrating quantitative and qualitative due diligence and specialized strategies such as options-based hedging and tax-aware investing.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.

Riley Barr is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Freestone Capital Management, LLC since 2019 and previously at Scharf Investments, LLC from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm with 42 advisors managing approximately $11.49 billion in assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Joseph Watson is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of experience at Wealth Watch Advisors. Watson is also president of Shield Financial & Insurance Services, where he provides clients with insurance solutions for asset preservation, and co-owner and president of Wealth Spring Financial Network, a firm that recruits and mentors agents. He serves on the Board of Advisors for the Institute of Business & Finance and participates in short-term mission work through a local missions committee. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mixed investment approach using third-party model managers and a combination of quantitative, qualitative, and technical analysis, offering services ranging from portfolio management to financial planning and consulting.

Bruce Edwards is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Freestone Capital Management since 2020 and previously spent seven years at Parallel Advisors, LLC. Freestone Capital Management is a wealth management firm that oversees approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Christie Baker is a CFP® and PFS™ with 28 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2021. Prior to joining Perigon, she spent 10 years at Baker & Associates. In addition to her advisory role, she works as an independent insurance agent specializing in accident, health, and life insurance. 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 employs a client-focused approach, developing portfolios based on objectives and risk tolerance, and may utilize sub-advisors or turnkey asset management programs to implement investment strategies.

Trevin Epps is a financial advisor at Perigon Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of his advisory role, Mr. Epps serves as a board member of the Children’s Dental Health Association, a charitable organization providing dental care to underserved children in San Diego, and is a partner in a professional group purchasing organization serving dentists. Perigon Wealth Management offers 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 clients’ objectives and risk tolerance, utilizing independent managers or turnkey asset management programs when appropriate, with ongoing account monitoring and formal annual reviews.

Mary Bersot is a CFA® charterholder with 20 years of industry experience. She spent 20 years at BERSOT Capital Management, LLC before joining Bailard, Inc. in 2025. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Ramon Polin is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He has held positions at Parallel Advisors since 2016 and previously worked for Sensiba San Filippo Financial Advisers LLC from 2003 to 2016. His credentials include Series 63 and Series 65 licenses. 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 uses a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, incorporating technology platforms and adviser-only vehicles to support tax-efficient portfolio management.

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Jacob Schutt is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Parallel Advisors since 2007. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Gavin Neil is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in San Francisco. He has held various roles at Aspiriant since 2014. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using internal capital market expectations and a range of implementation options, along with expanded family office capabilities and public mutual fund management.

Molly Markward is a CFP® professional with seven years of experience at Moss Adams Wealth Advisors LLC and prior experience at Instacart and Winegars. She is based in Seattle, WA. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a multi-advisor team.