Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.

Michael Curley is a CFA® charterholder with 31 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2018 following a brief tenure at Exchange Bank Trust & Investment Management. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.

James O’Connor is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018 and previously held roles at Rand & Associates and Aster Investment Management Co Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integrated operational relationships within the Stifel Financial Corp. network.

David Pryor is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc. since 2001, Marquis Financial Services Inc. since 1999, and Crisali, Sciahica & Woodward since 1980. Outside of investment advisory, he is involved in CPA, bookkeeping, and tax services through Crisafi, Pryor, Farquhar, and owns an equipment leasing business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Derek Engen is a CFP® and PFS™ with four years of industry experience, currently affiliated with Citizens Private Wealth in San Francisco. His prior experience includes roles at JP Morgan Chase Bank and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services, using a long-term, asset allocation-focused approach within an open-architecture investment framework.

Seth Scholar is a financial advisor at Parallel Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Private Wealth Management and Fifth Third Wealth Advisors LLC. 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 fundamental, technical, and cyclical analysis across a range of investment vehicles and integrates technology platforms for tax-efficient portfolio management.

Gretchen Hollstein is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Aspiriant, LLC since 2025 and previously spent 20 years at Litman/Gregory Asset Management. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including family office capabilities, tax and estate planning, and specialty consulting.

Elizabeth Juson is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 1919 since 2018. Prior to that, she worked for Rand & Associates for six years. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm creates customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research, including AI and machine-learning inputs.

Karen Blodgett is a CFP® professional with 18 years of industry experience, all of which have been with Aspiriant, LLC in San Francisco. She has focused her career on serving clients within this firm since 2008. Aspiriant primarily 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 alongside wealth planning, family office services, and specialized consulting, employing customized investment programs informed by internal research and a range of implementation options.

Jerry Rendic is a financial advisor at Parallel Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parallel Advisors since 2006. 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 diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for tax-efficient rebalancing and held-away account management.

Pratibha Yadav is a financial advisor at Aspiriant, LLC with three years of industry experience. She holds a Series 65 designation and has worked in various roles within Aspiriant since 2020. Prior to her advisory career, she was employed by Sage Publications and CLSA Ltd and has an academic background from the London School of Economics. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs utilizing a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office services including accounting and banking support.

Noah Holmes is a financial advisor at Bailard, Inc. with a Series 65 designation and three years of industry experience. His work history includes roles at Bailard since 2021 and multiple positions at the University of Oregon. Bailard provides wealth and asset management services to individual and institutional clients, utilizing a multi-asset diversification strategy that combines quantitative models, fundamental research, and qualitative judgment. The firm is notable for its sub-advisory roles, management of affiliated pooled vehicles, and its status as a Certified B Corporation.

Liam Ehlers is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

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.

Julie Schatz is a CFP® with 22 years of industry experience and is currently an advisor at Forum Financial Management, LP. She previously worked at Investor's Capital Management, LLC for 17 years. Outside of her advisory role, she serves on the board of directors for ChemGrout Inc., a manufacturing company specializing in grouting equipment. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm manages model portfolios primarily using DFA institutional mutual funds and ETFs, operating with a Modern Portfolio Theory approach.

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.

Christopher Anderson is a financial advisor at Team Hewins, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Team Hewins in various capacities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets.

Osman Akgun is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. He has worked at Bailard since 2012. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, actively managed approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.