Krystalynn Schlegel is a financial advisor at ValMark Advisers, Inc. with 19 years of industry experience. She holds the ChFC® designation and has previously worked at The Leaders Group Inc and Sisu Insurance. Schlegel serves on the board of The Frederick Gunn School and Forum 400, a nonprofit organization supporting life insurance producers, and leads a monthly networking group with ProVisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Thomas is a financial advisor with Advisor Resource Council, holding Series 63 and 65 licenses and six years of industry experience. He previously worked at Falcon Point Capital, LLC for 18 years. Thomas serves as a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in portfolio selection, strategy, and analysis. Advisor Resource Council is a multi-team SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a variety of model and separately managed account strategies, along with custom investment solutions tailored to client objectives.

Charles Strickler is a financial advisor with Concorde Asset Management, LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, UBS Financial Services, and Lehman Brothers. Outside of his advisory work, Strickler is involved in family businesses including a pizza restaurant and a car wash, and serves on the finance subcommittee of the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with integration across multiple platforms.

Tyler Brooks is a financial advisor at Perigon Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Insight Wealth Strategies, LPL Financial, and Ameritas. Outside of his advisory role, he is also an insurance agent and the owner of SamoaBound, LLC. 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 client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal annual reviews.

Samuel Pun is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Scharf Investments and Sonen Capital LLC. He has been with Freestone Capital Management since 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a multi-manager investment approach focused on diversification and downside risk management across equities, fixed income, and private strategies.

Matthew Lau is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2022, and has held prior roles at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, Lau volunteers as a financial literacy presenter for a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, planning services including tax and estate planning, and uses a combination of in-house model portfolios, third-party managers, and sub-advisors supported by an internal investment committee.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory role, he is the Founder and Principal of Waterfall Prospectus Investors, a consulting business focused on startup and angel investing. 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 range of strategies and technology platforms to deliver tax-efficient and diversified investment solutions, including the integration of held-away accounts and affiliated fiduciary services.

Lydia Walz is a CFP® professional with five years of industry experience. She has worked at Aspiriant, LLC since 2018 and previously spent two years at Principled Solutions. Lydia is based in San Francisco, CA. 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 wealth planning, family office services, and specialized consulting, employing a customized investment approach that includes a range of asset allocation strategies and investment vehicles.

Kevin Moran is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Moran is also the president and sole owner of Elevate Private Wealth Group, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party money managers and wrap programs.

Anna Yu is a financial advisor at Certuity, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years before joining Certuity in 2023. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Jeanette Reinhard is a financial advisor with Robertson Stephens in San Francisco, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Robertson Stephens Wealth Management and Capital Markets as well as Wells Fargo. She serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and comprehensive planning services. The firm manages $8.76 billion in assets and employs a disciplined investment approach utilizing in-house models, third-party managers, and a range of asset classes.

Sheila Rabaut is a CFP® professional with nine years of industry experience, currently serving as an advisor at BakerAvenue. She previously worked at Waypoint Wealth Partners and has been involved since 2013 as a consultant and Treasurer/Secretary to the Rabaut Family Foundation, where she manages charitable organization due diligence and asset allocation. BakerAvenue Asset Management is a multi-team SEC-registered wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and family office services, employing a range of strategies that blend quantitative, fundamental, and tactical allocation tools.

Gerry Oconnell is a financial advisor at BakerAvenue with eight years of industry experience. He holds a Series 65 designation and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to joining BakerAvenue, he operated a consulting sole proprietorship for nine years. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation methods.

Gerald Luff III is a financial advisor at BakerAvenue with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Veridi Capital and Banc of America Investment Services. Outside of his advisory role, he owns and operates a property management business. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management along with financial planning, family office services, and alternative investments, using a range of quantitative and fundamental strategies that include tactical adjustments and selective use of options and hedging.

Andrea Hamilton is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2020. She previously worked at First Affirmative Financial Network for five years and has operated Words Of Gold, a business providing writing, research, and editorial services, since 1999. 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 client objectives and risk tolerance, often delegating investment management to independent managers while maintaining oversight and conducting regular reviews.

Shane Larson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior experience includes roles at Main Street Research LLC, Raymond James Financial Services Advisors, Mainspring Wealth Advisors/Cox Financial, and several other firms dating back to 2016. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Meghan Degroot is a financial advisor at Sand Hill Global Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2012. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Keith Larkin is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Deutsche Bank Securities, Neuberger Berman, and RBC Rochdale. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, managing $8.76 billion in assets as of December 2025. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies with oversight from an in-house Investment Office and Committee.

Cara Picton is a CFP® professional with eight years of industry experience, currently serving at Brighton Jones LLC. Her prior experience includes roles at Nate D. Sanders Inc. and volunteer work with African Village Support and Samos Volunteers. 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 and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.