Charles Hatch is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 66 designation and 22 years of industry experience. He has been with Parallel Advisors since 2009. 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 multi-strategy investment approach including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC and J.W. Cole Advisors, Inc., among others. Outside of his advisory roles, he is owner and president of Stoneridge Marketing Group, overseeing marketing budgets and program allocation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party financial-planning tools and money managers to implement portfolio strategies.

Kimberly Aquino is a CFP® professional at Bailard, Inc. with 29 years of industry experience. She has worked at Bailard since 1996 and currently serves as Secretary of the BB&K Holdings Inc. Board. Bailard provides wealth and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and it serves a broad range of clients including high-net-worth individuals, endowments, and pension plans.

Michelle Watson is a CFA® charterholder with 35 years of industry experience. She has been with Evergreen Capital Management LLC since 2017 and previously worked at Arcturus Financial, LLC. Outside of her advisory role, she serves as an informal board member of SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation framework and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and specialized strategies including subadvisers and derivatives when appropriate.

Thuong Thien is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. Prior to this, Thien worked at various Hewins-affiliated firms from 2013 to 2018. 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 that constructs model portfolios based on Modern Portfolio Theory and manages assets using mutual funds, ETFs, independent managers, and private investment funds, with a notable focus on retirement plan services and fiduciary management.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked at Namur Capitale Basketball and has academic experience from Columbia University and Marjory Stoneman Douglas High School. Bailard, Inc. provides wealth and asset management services to 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 including high-net-worth individuals, endowments, and pension plans, and manages affiliated pooled vehicles alongside its advisory and sub-advisory roles.

April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. 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 emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Cynthia Duncan is a financial advisor at Summitry, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the Golub Group since 2005. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

David Smith is a CFA® charterholder with 17 years of experience in the financial industry. He has been with Bailard, Inc. since 2009, serving the firm in various capacities. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, combining quantitative models, fundamental research, and qualitative judgment in its multi-asset investment approach. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is noted for its management of affiliated pooled vehicles and sub-advisory roles.

Carolyn Kelly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has worked at Team Hewins and its related entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, 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 a range of portfolio management services including tax‑loss harvesting and retirement plan fiduciary services.

Todd Wellnitz is a financial advisor with Legacy Wealth Management, LLC, based in Alameda, CA. He has one year of industry experience and has been with Legacy Wealth Management since 2024. Prior to this, he has been involved with Wellguard Insurance Solutions, Inc. since 2010. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning through a multi-team platform, emphasizing tailored strategies and continuous account monitoring.

Sean Figueroa is a CFP® and CFA® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2017. Prior to this, he worked at Cypress Wealth Advisors and CIBC Private Wealth Advisors, Inc. He is based in San Francisco, CA. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF‑focused approach called Right Cycle Investing, combining multiple analytical methods and artificial intelligence, with portfolio decisions made by independent committees.

Bridget Mc Guire is a financial advisor at Parallel Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Parallel Advisors, she worked at Deloitte Consulting for three years. 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 multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

William Berg is a Series 65-licensed financial advisor with Summitry, LLC, based in Foster City, CA. He has two years of industry experience, including prior work at Sageview Advisory Group. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Deborah Peri is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Team Hewins, LLC and has previously worked at Redwood Park Advisors, LLC and Curran & Lewis Investment Management, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a diverse asset mix with a focus on both discretionary and non-discretionary management.

Alireza Hosseinlar is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. His background includes roles at Team Hewins across multiple capacities since 2022, as well as prior experience in educational and healthcare institutions. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, and charitable organizations, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and is notable for managing a substantial portion of assets on a non-discretionary basis while serving state and municipal benefit plans with ERISA-based services.

Ka Lai Ng is a financial advisor with Citizens Private Wealth and holds the Series 66 designation. Ng has six years of industry experience, with prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated entities. Outside of advising, Ng provides in-home supportive services for a child. 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 asset allocation approach within an open-architecture framework, offering primarily discretionary portfolio management alongside non-discretionary recommendations.

Michael Watson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at BPM Wealth Advisors, LLC. His prior work includes roles at Valmark Advisers, Inc. and Independent Financial Group, LLC. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations, providing financial planning, pension consulting, asset management, and insurance consulting. The firm manages approximately $49.9 million on a discretionary basis and employs a mix of passive and active strategies, focusing on manager selection and portfolio oversight.

Christopher Broderick is a Series 65-licensed advisor with Parallel Advisors, LLC in San Francisco, California. He has 10 years of industry experience and has been with Parallel Advisors since 2014. 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 using fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms for tax-efficient rebalancing and held-away account management.

Zachary Smith is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Brighton Jones LLC since 2016. He holds a Series 65 license and is based in Menlo Park, CA. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm uses a holistic, balance-sheet approach and offers discretionary and non-discretionary management, family office services, tax preparation, real estate consulting, and access to private investment opportunities.