Jonathan Fults is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Jordan Park Group LLC since 2017 and was previously employed at Goldman Sachs from 2013 to 2017. Based in San Francisco, he is part of a firm with 92 advisors. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management approach.

King Lip is a CFP® and CFA® charterholder with 18 years of industry experience. He has worked at BakerAvenue Asset Management LP since 2008 and previously held roles at Veridi Capital, LLC, Simonbaker & Partners LLC, and B|O|S. He is based in San Francisco, CA. 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 a range of services including financial planning, family office support, and tax and estate planning, utilizing a mix of quantitative, fundamental, and tactical strategies.

Benjamin Lester is a CFA® charterholder with 18 years of industry experience. He has worked at Jordan Park Group LLC since 2018 and previously spent three years at Goldman, Sachs & Co. He serves on the Investment Committee for the Ronald McDonald House at Stanford, providing general advice on the organization's endowment. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment solutions through separate accounts, pooled vehicles, and other structures, supported by a vertically integrated operating model that includes a private trust company and a limited-purpose broker-dealer.

Clement Farias is a financial advisor with Citizens Private Wealth holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. He has also worked in professional sports organizations, including the Reno Aces and 1868 FC. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Eric Scaff is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2014. Outside of his advisory role, he is president of CALSTRA Car Wash, a full-service car wash and quick lube business. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Justina Lai is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) with 13 years of industry experience. She holds a Series 65 credential and has previously worked at Wetherby Asset Management from 2015 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm focuses on customized investment strategies with an emphasis on strategic asset allocation, global diversification, and a core-satellite approach that includes active managers, tax-aware implementation, and alternative investments.

Kristie Cahill is a CFP® with 20 years of experience in the financial services industry. She is currently with CreativeOne Wealth, LLC and Haven Wealth Management, where she has worked since 2019. Prior to that, she was with Opes Advisors and Opes Wealth Management. 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-based strategies, supported by quantitative and fundamental analyses.

Ramy Antar is a CFA® charterholder with 26 years of industry experience, currently serving at RBC Securities, Inc. He previously worked at City National Securities, Inc., City National Rochdale, and Fisher Investments, Inc. 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 delegates investment management to an affiliated sub-advisor that constructs diversified portfolio strategies and delivers financial planning and ongoing reporting to clients.

Christopher Gallo is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2013. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Hugh Beecher is a financial advisor at Citizens Private Wealth with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Chase Bank, First Republic, Barclays Capital, and Credit Suisse. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer, and offers services including investment management, ERISA plan advisory, tax and estate structuring, and recently added Business Consulting Services for multigenerational family and closely held business matters.

Darin Fierstein is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Parallel Advisors in 2021, he worked at Rockefeller Capital Management and Boston Partners. 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 investment strategies across fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for portfolio management and tax-efficient rebalancing.

Shih Hua Liu is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked with Portsmouth Financial Services, Inc. and Woodbury Financial Services, Inc. Prior to joining Arete Wealth Advisors, he managed his own DBA, SWM Financial. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Alex Scheel is a CFP® with six years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in San Francisco. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Morgan Stanley, and First Republic Investment Management. Scheel served in the United States Air Force for twelve years before starting his financial career. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer, and it benefits from its affiliation with Citizens Bank, providing clients access to banking products and integrated wealth management services.

John Lau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Robertson Stephens Wealth Management, LLC and has prior experience at Fortune Financial Services, Inc and LFS Asset Management, LLC. He serves as a director for FIAT, a nonprofit organization focused on financial aptitude training. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing $8.76 billion in assets. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, utilizing in-house model portfolios and third-party managers across a range of investment strategies.

John Pogue is a financial advisor with KCM Investment Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with KCM Investment Advisors since 2003. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients including pension plans, foundations, and endowments, offering discretionary portfolio management and integrated financial planning. The firm provides customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, with a focus on tailored asset allocation, rebalancing, and a mix of long-term and trading strategies supported by fundamental and quantitative analysis.

Sandra Bragar is a CFP® professional with 20 years of experience in financial advising, currently with Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2008 in various roles and continues to serve clients through the firm. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of wealth management services including discretionary investment management, wealth planning, family office services, and specialized consulting, supported by customized investment programs and a variety of implementation options.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Courtney Horn is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked for 15 years at Ameriprise Financial Services, Inc. in San Francisco, CA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations where appropriate.

Harriet Dower is a financial advisor at Citizens Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities 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 focuses on long-term asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.