Rachel Elson is a CFP® with six years of experience at Perigon Wealth Management, LLC. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) from 2015 to 2018. She serves as a board member and treasurer for So Percussion, a music organization focused on creating and presenting works and educational initiatives to students. 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 clients’ objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting formal annual reviews.

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.

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 at Advisor Resource Council with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Falcon Point Capital, LLC for 18 years. Thomas is also a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in asset management services and portfolio strategy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering tiered strategies for various account sizes and bespoke options for high-wealth clients.

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 positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of advisory work, he is involved in several entrepreneurial ventures, including providing guidance for a family-owned pizza restaurant and a car wash business, as well as participating in the finance subcommittee for the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies and provides ERISA retirement-plan advisory services and management of variable annuity separate accounts.

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.

Arend Warmerdam is a financial advisor with SVB Wealth, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, Silicon Valley Bank, Boston Private Wealth, and Whittier Trust Company. Outside of his advisory work, he is involved in nonprofit organizations supporting youth sports and education, serving on boards such as The Asomugha Foundation and The Olympic Club Foundation, and he manages a small family farm business. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-strategy investment approach involving affiliated and third-party managers, supported by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

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 at several firms, including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory work, 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 employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, supported by technology platforms for tax-efficient rebalancing and managed held-away accounts.

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 at Robertson Stephens with 21 years of industry experience. She holds a Series 66 designation and has been with various Robertson Stephens entities since 2014. Outside of her advisory role, she serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization overseeing its endowment assets. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Sheila Rabaut is a CFP® with nine years of industry experience, currently serving as a financial advisor at BakerAvenue since 2018. Prior to this, she worked at Waypoint Wealth Partners from 2016 to 2018. Outside of her advisory role, she consults for the Rabaut Family Foundation, where she also serves as Treasurer and Secretary. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, and charitable institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, and family office services.

Gerry Oconnell is a financial advisor at BakerAvenue with seven years of industry experience. He holds a Series 65 credential and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to his current role, he operated a sole proprietorship providing consulting services for nine years. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Gerald Luff is a financial advisor at BakerAvenue with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2006, following a two-year period at Veridi Capital, LLC. Outside of advisory work, he owns and operates a property management business focused on single-family residences. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including concentrated stock management and philanthropy planning. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.